SAP Business AI and FIS AI

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SAP Business AI and FIS AI

SAP Joule is SAP’s built-in generative AI copilot designed to help businesses navigate and automate tasks directly within their SAP cloud systems. Joule assistant—is similar to ChatGPT or Microsoft Copilot—but is specifically engineered to understand enterprise data, structures, and business processes.

Key Capabilities include

  • Natural Language Interactions: Users can speak or type in plain language to pull analytics, update profiles, or change records without manually navigating complex software menus.
  • Contextual Business Awareness: Because it is grounded in the SAP Knowledge Graph and your organisation’s specific tenant data, it answers questions with a full understanding of your company’s processes and compliance rules.
  • Task Automation: It handles both simple actions (like pulling a financial trend chart) and complex workflows (like posting vendor invoices or updating human resource data).
  • Cross-System Connectivity: Beyond SAP products, Joule is built on the SAP Business Technology Platform and integrates with third-party tools like Microsoft 365 Copilot.

Tailored Roles for Joule

SAP packages Joule’s AI capabilities into distinct versions depending on the user’s responsibilities:

For End Users: Embedded across core cloud suites like SAP S/4HANA Cloud (Finance/Supply Chain) to simplify daily transactional work.

For Consultants: SAP Joule for Consultants acts as a 24/7 expert that interprets complex ABAP logic, answers implementation questions, and reviews configurations using curated SAP documentation.

For Developers: SAP Joule for Developers operates inside tools like SAP Build to write code, generate automated application logic, build data models, and write unit tests from standard text prompts.

FIS / Nova

FIS / Nova as an AI agent that works within the FIS

The FIS / Nova agent Copilot works like an intelligent FAQ system: Users ask questions via voice input and receive relevant answers to better operate the (new) FIS products.

How does the FIS / Nova AI agent work ?

  • FIS / Nova uses SAP BTP AI services
  • The service has access to product-relevant documents such as product manuals
  • Users can search through documents using voice commands 

Core Benefits

FIS/Nova provides support to inexperienced employees in using FIS products

FIS / Nova is usable across all FIS/bxp solutions

 

AI and data thought holistically2026 Releases: SAP Integrated Software 2025 Releases: SAP Integrated Software2024 Releases: SAP Integrated Software2023 Releases: SAP Integrated SoftwareFIS awarded SAP Focus Partner 20232022 Releases: SAP Integrated SoftwareFIS / TradeFlex works with ManoManoFIS Announces Sale of Polish Subsidiary

 

AI Enhancements with Document Recognition (FIS / fci)

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AI Enhancements with Document Recognition (FIS / fci)

FIS/fci Cloud serves as a central entry component for all types of documents – whether incoming invoices, sales orders, order confirmations, delivery notices or payment advices. The solution uses a hybrid approach: a combination of AI-based recognition and classical OCR.

The software was an early example of utilising machine learning technology to train the system with data (i.e. from examples of specific vendor invoices) before automation.

FIS / fci Cloud have enhances recognition using AI

  • Document recognition takes place in two phases using a hybrid approach: AI and OCR
  • The AI model was trained with over 250,000 documents
  • A comprehensive database and the use of machine learning to further train AI recognition

Key Benefits

The Machine Learning engines significantly improved recognition quality – especially for new and unknown document types

  • Much shorter processing times
  • More efficient recognition rates.

 

Intelligent Account Assignment & Approver Identification (FIS / edc)2026 Releases: SAP Integrated Software

 

Intelligent Account Assignment & Approver Identification (FIS / edc)

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Intelligent Account Assignment & Approver Identification (FIS / edc)

The FIS / edc (invoice matching and posting technology for SAP) supports a machine learning function that assists with the classification of FI (PO exempt) invoices.

For accounts payable processes, FIS offers intelligent account-assignment and approver identification. Machine learning is used to establish an automated account assignment algorithm.

The technology identifies the correct approver and forwards the invoice for approval – based on previous experience of the vendor invoice.

Key Benefits

  • Prediction of Account Assignment for FI Invoices based on previous invoice posting in SAP.
  • Automatic population of account assignments and approval fields in SAP.
  • More automated processing of incoming vendor invoices

 

AI Enhancements with Document Recognition (FIS / fci)2026 Releases: SAP Integrated Software

 

AI and Marketplace Category Mapping (FIS / TradeFlex)

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AI and Marketplace Category Mapping (FIS / TradeFlex)

What is FIS / TradeFlex ?

FIS/TradeFlex is the connecting element between your SAP system landscape and the online marketplaces of your choice. Integration takes place with just a few clicks – and gets you started right away. All sales portals and activities can be managed centrally from a single application. Automated processes save you time, minimize errors and increase your marketplace sales.

How does it work ?

  • AI-bases assignment to customer article categories to marketplace categories
  • Assessment of AI results through a reliable confidence score

Key Benefits

  • No manual assignments to Marketplace categories.

 

Why is Automated Category Mapping so valuable?

  • In the marketplace business, the precise assignment of categories is crucial for the visibility of your products.
  • Incorrectly assigned items can lead to losses in sales as well as penalties by the marketplace operator
  • Manual categorization, for example through Excel lists or tedious individual comparisons, is extremely time-consuming.

How does category mapping work?

Key Advantages

  • Optimized embedding model for efficient and precise categorisation, tailored to the respective marketplace.
  • Qdrant vector database for fast and scalable data processing.
  • Confidence scoring for each category to evaluate the quality of the categorisation results transparently.
  • Easy connection of new marketplaces without additional interfaces.

 

 

2026 Releases: SAP Integrated SoftwareFIS / TradeFlex works with ManoManoFIS / TradeFlex FAQs FIS / TradeFlex (Video / Whiteboard) Fundamentals Current FIS / TradeFlex marketplace integrationsManoMano DIY eCommerce site integration with FIS / TradeflexAll on-line business platforms managed in one place

 

AI and Master Data Harmonisation (FIS / mpm)

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AI and Master Data Harmonisation (FIS / mpm)

FIS offers intelligent, customizable procedures for master data harmonisation using AI and machine learning. Duplicate checks for various SAP objects can be performed automatically – e.g., for vendor, customer or material data.

The solution serves as an important decision-making function for efficient master data maintenance.

How does it work?

  • Separation of the SAP master data into a staging area within FIS / mpm i.e. for duplication checks.
  • Data analysis using test routines and AI
  • Suggestions for recommended data correction
  • Import  of the corrected data from the FIS / mpm staging area into SAP.

Key Benefits

  • Significant improvement in SAP master data quality using AI to identify potentially errors and duplications.
  • No disruption of the SAP production process.

 

 

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Automated Sales Order Creation

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Automated Sales Order Creation in SAP 

Sales Orders creation can be automated by eliminating data-entry of customer order data. Data is checked in the document monitor before sales orders are created. Exceptions are managed in the SAP integrated monitor before posting.
 

Sales Order Processing

Sales Order Creation - Highlights and Benefits

Automating sales order creation in SAP can be achieved by combining a number of technologies. 

FIS technologies reduce manual tasks and ease time pressure on the accounts receivables team.

As a result, the administration burden is reduced, as the process of sales order creation is made more economically.

Automatic Data Extraction - no data entry

Sales orders can be received electronically (EDI), in paper form or as an email attachment.

The key data from a customer order is extracted automatically via the FIS OCR document reader. The data is checked for potential errors before transferring  the order information to the integrated sales order monitor.

Sales Order Creation within SAP

The integrated matching process and data enrichment functions are tasked with directly converting a customer order into an SAP sales order with or without reference to a quotation or contract.

With the creation of the sales orders, additional supply chain functions such as order confirmation, shipping notification, goods issue and billing document are triggered automatically.

Customer orders that do not pass the plausibility checks successfully can be viewed by the accounts receivable team in the sales order monitor.

Functional description

  • Automated sales orders creation in SAP (paper, email or EDI data records)
  • Overview of all inquiries and purchase orders received
  • OCR image or EDI data visualisation as a PDF form
  • Full integration in SAP with all order processing functionalities
  • Quick error analysis with intelligent message logs
  • Direct communication with integrated mail system

For organisations wishing to

  • Automate sales order creation in SAP and therefore make financial and time savings 
  • Reduce the degree of manual keying and administration tasks within the current process
  • Make digital transformations within their current processes

Alternative to

  • Standard SAP ERP
  • Physical movement of financial documents
  • Manual keying of order data with no validation checks
  • Printing and scanning emailed sales order attachments

Further Benefits

  • Higher productivity of accounts receivable teams with more functions presented in a familiar SAP standard GUI
  • Software is Integrated with SAP but with no need for modifications to SAP ERP standard - quick enhancement pack and upgrade changes
  • Data stored once in SAP database - no data exchanges with external software
  • Efficient interrogation tools for exceptions and query management
  • High financial return on investment
  • Accounts receivable team directed to more value-added work as FIS / edc automates labour intensive tasks
reconciliation balances

Automated Statement Reconciliations

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Automated Statement Reconciliations for SAP 

The FIS monitor provides automated statement reconciliations between vendor balances in SAP and the vendor statements. The SAP integrated application may also be used to reconcile payment advice notes from customers.

balances illustrating automated statement reconciliation

FIS / edc (statement monitor) is an integrated SAP technology that reduces the workload  when reconciling vendor statements or customer payment advice notes (remittances).

The automated statement reconciliation process can be then be achieved in less time and more economically than with SAP alone.

By freeing up time and reducing workload, the Accounts teams can then focus only on the invoices discrepancies between the statement data and SAP vendor data.

Releases of the technology run with both SAP ECC 6 and SAP S/4HANA. The application is able to process both vendor statements and customer payment advice notes in a single SAP add-in technology.

The integrated software in normally paired with the FIS OCR reading technology. This key data reading application automates the  data entry of key data from the statements. Statements can be also received via email attachments.

Automated Statements Reconciliations for Vendors

Vendor Statements usually take a lot of time to reconcile manually. In most instances - all statements are compared with the vendor account balance on SAP.

The statement monitor is focused on identifying vendors with unequal reconciliation balances compared to SAP. The solution’s main advantages include:

  • Reduced workload on the Accounts Payable team, who now only review vendor accounts with unequal balances
  • Ability to identify specific invoices from vendors that have been received or could have been misplaced
  • Improving the efficiency of the accounts payable team - who now only review reconciliation exceptions identified by the statement monitor
  • Statement data is automatically compared with the vendor balances in SAP on the date of the statement

Summary

For organisations who wish to make savings by introducing an automated statement reconciliation  process of reviewing vendor statement balances.

The statement monitor filters exceptions - statements that do not reconcile against vendor balances in SAP on the date displayed on the statement.

An alternative to

  • Manually reconciling statements against SAP vendor records
  • Spending time identifying which invoices from the statement are not in agreement with SAP

Highlights and key benefits:

  • Automatic OCR reading of vendor reconciliation contents from an emailed attachment or a scanned document 
  • Automatic comparison of data from the vendor data within SAP, filtering statements with non-zero balances
  • Identifies invoices potentially in dispute or lost invoices
  • Manual comparison of data now diminished, account team now directed to reconciliations where assistance is required
  • Vendor data from the document is compared with data in SAP in familiar a SAP GUI

Automated Payment Advice Note Reconciliations 

The document monitor can also be utilised to increase the level of automation and decrease the level of manual tasks required when reconciling customer payment advice notes (remittance advice notes).

Using the monitor, customer remittances can be matched and subtracted automatically from the outstanding invoices records in SAP prior to the payment reconciliations with the bank.

Therefore the automated process creates savings and improves matching accuracy.

Highlights and key benefits

  • Identifies invoices sent to customers that have not been acknowledged
  • Improves the efficiency of the accounts receivable team - who now only review reconciliation exceptions
  • Fewer manual comparisons of data required 
  • Customer data from the document is compared with data in SAP within a familiar SAP environment GUI  and therefore easier and quicker to adopt

Automated Data Entry from Day One

calendar day one

Automated Invoice Content Extraction

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Automated Invoice Data Collection

Automated invoice data collection from day one. The OCR (optical character recognition) technology extracts the key information from invoices irrespective of their layout. Advanced machine learning technology is applied for improved recognition rates

  rtificial Intelligence and Machine Learning Automated invoice data collection using the FIS OCR document reader The FIS OCR document reading software (FIS / fci) is a world leading, innovative technology that is used to automatically examine a digital invoice (or other financial document) and collect the required key data with minimal or no human intervention. The technology generates financial and time savings by reducing the manual workload of accounts payable departments. Data quality is also increased prior to importing it into SAP or other ERP/Financials software. Using the technology results in less data entry and therefore frees up resource for accounts departments. The technology collects the content of invoices that are captured as a digital scan or are received as an emailed attachment. The software offers unmatched recognition rates for invoices, extracting both the header and line-item (position) content. The OCR technology is normally paired with the FIS / edc (invoice monitor) to post a high percentage of invoices automatically into SAP (ECC 6 or S4HANA) without the need for human intervention (no touch processing).
Data collection on day one
The OCR reading software is pre-programmed to identify specific information fields on an invoice and then extract the relevant data within close vicinity. The ‘freeform’ recognition technology automatically finds the invoice data irrespective of invoice design and layout.
  • Supplier details and invoice receiver checks are validated against the latest SAP data.
  • Invoice financial values are checked for feasibility by checking arithmetic agreement between net, tax and gross values.
  • Fuzzy technology compensates for incomplete or inaccurate data or poor quality invoice scans.
  • Several OCR engines are utilised to increase data reading accuracy.
  • Machine learning, any manual confirmations or checks are stored in an intelligent knowledge base for each vendor to build up a statistical probability of the key data locations.
  • Automated data entry means that the cost of processing invoices is reduced and savings are generated by the technology.
Reporting
Detailed reports illustrate vendor invoice volumes and data extraction rates for specific fields to identify issues with suppliers. FCI report recognition rates - automated data entry
Summary
For organisations who wish to Make savings by introducing automated data entry processes and significantly reducing the workload on accounts departments. Improve data quality by introducing automated validation and feasibility checks  against SAP data.
Alternative to
  • The printing and manually keying in data from a physical document
  • The slow process of data-entry of  invoice data with inherent errors
Key Technologies
  • Multiple OCR engines - working in agreement
  • Automatic recognition of suppliers,  company codes and order numbers
  • Automatic forwarding of emailed invoices
  • Machine learning by storing key invoice data from previous invoice completions
  • Freeform recognition, FIS / fci is pre-conditioned out-of-the box to search for key financial document data
  • Intelligent knowledge base which stores data co-ordinates for all successfully read invoices and therefore reduces the number of corrections in the future
  • FIS / fci collects header and line items automatically
  • Contributes to no-touch processing when combined with FIS / edc (invoice monitor)
  • Ability to read any semi-structured document such as sales orders, payment advice notes or vendor statements

artificial intelligence robot checking data

Automated Invoice Postings for SAP

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Deeply integrated with SAP, FIS technology automates the posting of invoices and provides efficient tools for the management of invoice exceptions and queries

saving time saving money

FIS / edc (electronic document centre) is an SAP certified technology add-in that automates the processing of invoices and other documents such as credit memos, sales orders, customer payment advice notes and vendor statements with minimal manual intervention.

The automated invoice posting technology reduces manual tasks and eases time pressure on the accounts team. As a result, the administration burden is taken away from businesses.

Our software processes integrate with SAP to generate  financial savings as documents are processed automatically (no touch processing) and queries are handled more efficiently than with SAP standard.

The software is installed on the same IT infrastructure as SAP with no modifications to SAP standard required. The add-in technology works with the SAP database so that information is presented in real-time.

The integrated technology also includes additional functions to make business more efficient - specifically for the accounts team and invoice approvers.

FIS / edc (invoice monitor)

FIS / edc (invoice monitor) is normally paired with our automated data entry application. Combining these two technologies facilitate the posting of a high percentage of invoices in SAP without the involvement of the accounts team resulting in an unmatched "blind-booking" rate (no touch processing).

The application is further enhanced with the email invoice reader, which eliminates the need for printing or scanning of invoices sent as email attachments.

Invoice data for PO related invoices is compared to the open PO data and goods receipt data from SAP at item-line (position) level. A 3-way match, within a given tolerance, allows invoices to be posted automatically.

Approval Workflow

The Invoice Monitor supports several workflow functions including a workflow application running on the Web Dynpro platform, which allows approvers to action the invoice with forwarding and account assignment functions.

Invoice approval may also be completed from mobile devices and desktops via a FIS Fiori app. This solution provides a simplified workflow design for tablets, smartphones and desktops.

For organisations:

  • Wishing to automate the vendor payment process and make savings when booking invoices into SAP
  • Requiring a substantial increase in the quality of the supplier invoice data
  • With a substantial SAP ERP investment who are looking to enhance the payment processes and make financial and time savings
  • Reduce the degree of manual keying and administration tasks within the current process
  • Wishing to make digital transformations in their current processes

Alternative to:

  • Standard SAP ERP module
  • Physical movement of financial documents
  • Manual keying of data with no validation checks
  • Printing and scanning emailed invoice attachments
  • Using email as a workflow tool

Technologies:

  • FIS / edc has versions for both SAP ECC 6 as well as SAP S/4HANA
  • Flexible import of invoices via OCR and EDI
  • Line matching (MM) of invoice data with SAP data i.e. open orders and goods receipts in real time.
  • Automatic account assignments
  • Workflow options using SAP standards Web Dynpro and Fiori apps
  • Reporting tools to identify issues and bottlenecks to assist with further process improvements
  • Transparency and history audit for each invoice
  • Deep SAP ERP integration with worklists for accounts payable users
  • Presentation of EDI transactions as a standard PDF

Benefits:

  • Higher productivity of accounts payable teams with more functions in a familiar SAP standard GUI, freeing up time from repetitive tasks
  • Faster supplier payments - meeting corporate specific service levels
  • Invoice image displayed in FIS/edc and workflow modules as well as SAP ERP
  • Harnesses the intrinsic power of SAP ERP
  • Integrated into SAP but with no need for modifications to SAP ERP standard - quick enhancement pack and upgrade changes
  • Data stored once in SAP database - no data exchanges with external software
  • High blind booking rate - particularly for emailed invoices
  • Efficient interrogation tools for exceptions / query management
  • High financial return on investment
  • AP team directed to more value-added work as FIS/edc automates labour intensive tasks
  • Reduction in long invoice processing times
  • Transparency and visibility of the entire P2P process

fis customers

 

 

 

 

 

 

 

 
 
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FIS / mpm – Simplified Master Data and Price Management

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Simplified Master Data and Price Management

FIS / mpm (Master Data and Price Management) aligns specific routes and roles when creating master data in SAP. A staging area with a shadow database ensures the trouble-free exchange of master data with SAP Production.Master Data complexity solved

The FIS / mpm (master data and price management) application has been developed specifically for organisations with SAP ERP who face issues when adding new or maintaining existing master data. The FIS technology also provides functionality to upload large data volumes. The FIS technology is an "SAP centric" application that runs on SAP standards (i.e. with familiar SAP GUIs, Fiori and NetWeaver interfaces). FIS / mpm is an add-in application, deeply integrated into SAP standard with releases for both either SAP ECC 6 and SAP S/4HANA. The technology functions by using a staging area using tables in a shadow database. The technology eliminates the need for file exchanges and data mapping between SAP and non-integrated software. One of the primary functions of the application is to address the issue of master data governance. FIS / mpm provides a clear method of controlling master data updates for all participants in pre-defined roles. SAP master data team members are called on at the final stage only, releasing the new data into SAP Production. The software reduces the workload of SAP master data managers from routine tasks. Staging area and shadow database

Maintaining and storing big datasets is very time-consuming and cost-intensive. Due to the multitude of materials, it is particularly important  to automate the data creation and maintenance processes. 

The FIS / mpm shadow database is used as a "holding area" to store the data that needs addressing. The data is imported and copied from from SAP Production. No modifications to SAP standard are required.

Master Data Management Diagram Central to the  application is the staging area. These data tables are created, modified, enhanced, checked within FIS / mpm prior to the master data being transferred to SAP ERP. Identifying Most Common Processing Issues FIS / mpm fundamentally addresses the most common issues when creating master data in SAP.
  • Inefficient use of email as a workflow tool
  • Working with complex and bespoke Excel spreadsheets with multiple worksheets that are difficult to maintain
  • Processing data that includes detailed data completion notes
  • In-house solutions that required bespoke coding
  • SAP master data team called upon for assistance on basic tasks
  • Working with external applications that exchange files with SAP standard - which can cause issues with table synchronisation with SAP upgrades and enhancement packs
  • No governance with the process of creating and checking data prior to transferring into SAP
Governance Issues with non-defined roles mean that employees that may have the most expertise of the data (i.e. for vendors, customers, materials, prices etc.) may not be aware of the stringent data requirements of SAP. In practice this usually results in data omissions and invalid fields. Secondly, the SAP data custodians may have the knowledge of the strict master data stipulations of SAP but may have less knowledge of the initial data that is being added or maintained. FIS / mpm reduces the time taken by senior master data teams correcting minor errors from initiators. Schematic of SAP add-in technology with file options

Roles and processes defined

In an effort to resolve the most common issues, FIS / mpm defines typical roles (Initiators, enrichers, SAP key-users, SAP power-users etc.) and workflow procedures for SAP ERP master data. This means that data is reviewed by the correct people and in a stringent process and workflow and therefore controlling way master data is created and maintained. FIS / mpm addresses the core issues by defining the common tasks within the process and then providing a methodology controlled by the SAP master data team.
  • FIS / mpm provides an easy-to-use interface at source for the data initiators - significantly reducing the number of fields for completion, identifying mandatory fields and provides drop down choice selections for data import
  • Bulk uploads can created from FIS / mpm by defining Excel worksheets with clearly labelled tables
  • The FIS / mpm Web Dynpro workflow module allows  data checking by a supervisor
  • The FIS / mpm application validates fields for feasibility and completeness prior to advancing the data to the SAP supervisors
  • The FIS / mpm staging area is a workplace that provides a checking area before releasing of master data into SAP.
Complete and up-to-date data with the FIS / mpm Analysis Tool Keeping the data integrity the system correct and up-to-date is a big challenge for enterprises. Checking and comparing all data is very time-consuming and is therefore rarely carried out regularly. This is where the analysis tool from FIS /mpm comes in. The analysis tool checks the entire dataset either at defined points in time or manually initiated using pre-defined criteria. In this way, for example, the address data of customers is regularly checked for completeness. For incorrect data records, a data maintenance process can then be started with FIS / mpm. This automatically forwards the incomplete or incorrect data records to the appropriate person responsible for processing. The fields can also be filled automatically if, for example, the information in another field is identical or indicates the content of the field. In this way, the completeness and correctness of all data records can be permanently improved without much manual effort.
Summary
For organisations who wish to save time and effort when creating new or maintaining existing master data within SAP. For organisations who wish to create clear roles and governance for master data changes and additions.
An alternative to:
  • Complex forms and Excel sheets for participants with data expertise moving backwards and forwards between parties
  • Using Email as a workflow – no clear governance on processes – process unlikely to capture all necessary data comprehensively
  • Tasking SAP experts with minor data management issues
  • Inefficient methods of data management handling in SAP
Key technologies and benefits:
  • Versions available for SAP ECC 6,  SAP S/4HANA, SAP Private Cloud
  • Flexible Data Imports including data from Excel, SAP ERP, Financial Accounts Systems and other ERP systems
  • Web Dynpro workflow – allows participants with minimal SAP expertise create new and maintain master data
  • Ability to ensure clear governance of roles and responsibilities – from initiation to final SAP release
  • Allows bulk upload of master data (Excel) as well as single records
  • Provides intelligent data validation checks prior to transfer into the FIS / mpm staging area
  • FIS / mpm staging area provides final checking of data before release into SAP ERP
  • Automatic reports to show the success of data transfers into SAP ERP
  • Timed events to release data from FIS / mpm staging area into SAP ERP
FIS / mpm components
FIS / mpm is currently available in English, German and French with further versions available on request. Releases available for SAP ECC 6 and SAP S/4HANA
  • Article master, purchasing info records and source list
  • Vendor master
  • Customer master
  • Bill of materials
  • Document Maintenance
  • Conditions
  • Sales Functions