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Omi | Vendor and Document Management

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Office & Productivity

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Omi | Vendor and Document Management Product Information

Omi – Intelligent Vendor and Document Management for Modern Teams

Omi is a centralized platform that unifies contracts, vendors, and spend management with built-in financial controls. It provides a streamlined onboarding experience, actionable insights, and powerful automation to optimize procurement, governance, and operations at scale.

What Omi Does

  • Consolidates contracts, vendor records, and spend data in a single source of truth.
  • Automates purchase requests, approvals, renewals, and notifications.
  • Enforces financial policies across every purchase and request for precise cash flow control.
  • Delivers real-time insights into spend, benchmarks, and trends to inform better decision-making.
  • Integrates with existing procurement tools and accounting systems to maximize visibility without disrupting stakeholders.

How It Works

  1. Create a unified intake point for all purchase requests (with configurable approval workflows).
  2. Automatically track vendor and contract renewals, expirations, and obligations.
  3. Apply embedded financial controls (invoice reconciliation, accounting integration, payment orchestration) to ensure compliant spending.
  4. Explore insights and benchmarks to analyze trends and optimize spend.
  5. Integrate your procurement tech stack for seamless visibility across tools.

Use Cases

  • Finance: cash flow control, policy compliance, and invoice reconciliation.
  • Procurement: centralized intake, approvals, and early visibility into expenditures.
  • Operations: scalable contract and vendor management at scale.
  • FinOps: real-time spending insights and reduced rogue spend.
  • Audits & Compliance: stay on top of audits with a single source of truth for vendor spend.

Why Teams Choose Omi

  • Centralized, always-up-to-date records for contracts and vendors.
  • Actionable insights that replace manual spreadsheet work.
  • Built-in financial controls to minimize waste and mis spend.
  • Easy onboarding and integration with existing tech stacks.

How to Get Started

  • Get Started or Schedule a Demo to see how Omi can consolidate your contracts, vendors, and spend.
  • Compare Omi with other procurement tools (Vendr, Procurify, Precoro) to understand fit and ROI.

Core Features

  • Centralized contract, vendor, and spend management in one platform
  • Unified intake for purchase requests with configurable approval workflows
  • Automatic renewal and expiration tracking with proactive notifications
  • Embedded financial controls: invoice reconciliation, accounting integration, and payment orchestration
  • Real-time spend insights, benchmarks, and trend analysis
  • Seamless integration with procurement tools and accounting systems
  • Unified source of truth to replace scattered data across Jira, Google Drive, and spreadsheets
  • Easy onboarding and scalable management for Finance, Procurement, Operations, FinOps, and Audits