AI Powered

Cost Assistant

AI-powered document Q&A for cost optimization insights from your contracts and agreements.

What is the Cost Assistant?

The Cost Assistant uses AI to analyze your uploaded documents (contracts, invoices, agreements) and answer questions about pricing, terms, and renewal conditions.

1

Upload Documents

Add contracts and invoices

2

Index Documents

AI processes and indexes

3

Ask Questions

Get instant answers

1

Upload Documents

Add your contracts and agreements

Upload documents to the server's documents folder for the AI to analyze.

1

Supported Formats

The assistant can process:

  • PDF - Contracts, invoices, quotes
  • TXT - Plain text documents
2

Document Location

Place files in the ./documents folder on the server

3

Best Document Types

For best results, upload:

  • Software license agreements
  • Vendor contracts
  • Renewal quotes
  • Price lists
  • Enterprise agreements (EA)
2

Index Documents

Process documents for AI analysis

After uploading documents, index them so the AI can search and analyze their contents.

1

Click "Index Docs"

Click the Index Docs button in the chat interface

2

Wait for Processing

The AI will extract text, create embeddings, and build a searchable index

3

Ready to Query

Once complete, you can start asking questions

Re-indexing

If you add new documents, click "Index Docs" again to include them in the knowledge base.

3

Ask Questions

Get insights from your documents

Type questions in natural language to get answers based on your uploaded documents.

"What are the renewal terms for our Oracle agreement?"

"Summarize the pricing tiers in our Microsoft EA"

"What penalties apply for exceeding license counts?"

"Compare our SAP and IBM support costs"

Semantic Search

The AI understands meaning, not just keywords - ask questions naturally

Source Citations

Answers include references to the source documents

Follow-up Questions

Ask follow-up questions to dive deeper into specific topics

Use Cases

Renewal Planning

Quickly find renewal dates, pricing, and terms across all contracts.

Price Negotiation

Compare pricing across vendors and identify negotiation opportunities.

Compliance Check

Verify license usage against contract terms and limitations.

Audit Preparation

Quickly answer vendor audit questions from your contract documentation.

Need Help?

Learn more about using AI for cost optimization.