Source: https://tendernation.io/opportunities/01a13cf7-8994-7389-b770-4c1c410769c4/cref-00000546 awarded GB direct award procedure Suitable for SMEs # C/REF 00000546 [Historic England Limited](https://tendernation.io/buyers/historic-england-limited) Estimated value £16,500 Published 26 Feb 2024 Deadline Closed 19 Feb 2024 ## Who can bid - Buyer says suitable for SMEs The buyer ticked “suitable for SMEs” on the notice. Anyone can still bid. - Small contract value Valued under £135,018 including VAT, the lowest Procurement Act threshold for goods and services. [More contracts for small businesses and VCSEs](https://tendernation.io/opportunities/for-small-businesses) ## About this tender Brief Description of purchase: Gartner research has developed a standard reference model for the key phases in IPD workflow. HE's key functionality is, in relation to AP and AR: ### Ingestion - Extract invoice and credit PDFs from emails (must have) - Recognise and consolidate supporting documentation with the original invoice e.g. invoice + excel usage report and attach both to the registered document (nice to have) - Recognise and separate individual invoices/credits where email contains multiple attachments (must have) ### Document Classification - Identify between invoices and credits and handle differently (must have) - Not processing anything which isn't an invoice or credit note e.g. statement, reminder letter, order confirmation (must have - see 1) ### Data Extraction - Recognise text on invoice regardless of position, orientation, text colour, font (type or handwritten) (must have) - Recognise relevant invoice information from email content e.g. PO number quoted in email (nice to have) ### Validation - Check document compliance i.e. PO, VAT reg number, correct company name etc (must have) - Compare supplier information e.g. bank details from the invoice against supplier information held on the finance system (must have) - Exceptions list for human intervention including reason(s) per document e.g. non-compliance, missing information (must have) - Flag/classify invoices with queries vs those perfect for onward processing e.g. duplicate invoice, bank details don't match, PO complete/invalid (must have) ### Integration - Populate Integra data fields (must have) - Data transfer to Integra via flat file (must have) - Attaching document images in Integra (must have) In relation to assessment criteria for a platform which meets our requirements, HE has further suggested that the following factors are taken into account: - Flat file capability - A solution which demonstrated flexible and high quality, efficient handling of diverse document types - information in different places, handwritten, light text etc - Ease of use and training - Support for human to handle exceptions - user experience - Detailed proof concept - Exceptions handling capability - Replicated across multiple entities with different rules Read full description ## CPV classification Financial consultancy, financial transaction processing and clearing-house services Source Contracts Finder (UK) [View official notice](https://www.contractsfinder.service.gov.uk/notice/e8886ec3-7b83-4a25-b1a5-95bcfe42c325) Never miss a tender like this again Get AI summaries, deadline alerts and a bid pipeline for tenders matched to your business. 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