Getting Started with Procurement and Payment using Claude Code
Learn to automate requisitions, purchase orders, three-way match, and invoice processing using Claude Code — no technical background needed. A hands-on foundation course for procurement professionals ready to eliminate manual S2P bottlenecks for good.
Sambit Tripathy
Level
Beginner
What you will learn
Every procurement team knows the pain. Requisitions stuck in approval queues. Purchase orders manually typed from contracts. Invoices that don't match and no one knows why. Three-way match exceptions that pile up until someone finds the time to resolve them. The Source-to-Pay process is one of the most labor-intensive, error-prone workflows in the enterprise — and most organizations are still running it the same way they did twenty years ago. Getting Started with Source-to-Pay Automation Using Claude Code changes that. This is a beginner-friendly, hands-on foundation course that teaches procurement, finance, and accounts payable professionals how to use Claude Code to automate the most painful and high-volume steps in the Source-to-Pay lifecycle — from intelligent requisition routing and PO automation, all the way to AI-powered three-way match resolution and invoice exception handling. Across 12 lessons, 5 chapters, and 3 live hands-on labs, you'll build a working S2P automation stack using Claude Code as your orchestration engine. You'll learn how to route requisitions based on policy rules, link purchase orders to contracts automatically, resolve three-way match exceptions without human intervention, process invoices using OCR plus LLM intelligence, and design the governance guardrails that keep humans in control where it matters most. The course closes with a capstone that goes beyond a dashboard — you'll build a full ROI business case for S2P automation that quantifies the value of what you've built and makes the case for broader organizational deployment. This course is for you if: You're a procurement, finance, or accounts payable professional drowning in manual S2P transactions and approval bottlenecks Your three-way match exception rate is higher than it should be and your team spends more time resolving discrepancies than doing strategic work You want to automate high-volume procurement transactions without a development team or expensive enterprise software You're an Oracle ERP consultant or SI practitioner who wants to add S2P automation capability to your client delivery toolkit You've completed earlier courses in this series and are ready to tackle end-to-end process automation What makes this course different: Most automation courses teach you how to configure existing tools. This course teaches you how to build your own S2P automation agents using Claude Code — policy-aware routing logic, contract-linked PO generation, exception resolution, and full end-to-end agent orchestration. You'll finish with working tools, not just conceptual frameworks. And unlike RPA-based automation approaches that break every time a process changes, Claude Code agents are flexible, language-aware, and adaptable by design. By the end of this course, you'll have gone from manual S2P bottlenecks to a working AI-powered automation stack — complete with a quantified ROI business case and a 30-day implementation sprint to bring S2P automation into your organization starting immediately.
Automate purchase order generation and contract linkage using Claude Code so that every PO is traceable to an approved contract without manual intervention
Resolve three-way match exceptions between purchase orders, goods receipts, and invoices using AI-powered exception handling that eliminates the manual reconciliation backlog
Process invoices at scale using OCR plus LLM intelligence that extracts, validates, and routes invoice data — and handles exceptions without human intervention for straight-through cases
Design human-in-the-loop governance frameworks that define exactly where AI should decide autonomously and where human oversight must be preserved in your S2P process
Build a complete S2P Automation ROI Business Case using Claude Code and walk away with a 30-day implementation sprint to deploy procurement automation in your own organization immediately
Course Description
FAQ
- Free