Platform Capabilities
Everything you need.
Nothing you don't.
Sefer is a complete procure-to-pay platform. Here's every feature that powers your procurement lifecycle from the first requisition to the final payment.
Core Modules
Procurement lifecycle
Six document types, one unified engine. Every stage of procurement flows through a single intelligent architecture.
Purchase Requisitions
- Create PRs with multi-line items and SKU lookup
- Auto-generated document numbers with thread-safe sequencing
- Budget impact analysis before submission
- Department-level approval workflows
- Bulk PR backlog for consolidation into RFQs
Request for Quotation
- Send RFQs to multiple vendors simultaneously
- Vendor quote recording with bid tracking
- Side-by-side comparison matrix
- Best vendor selection with scoring
- Auto-generate PO from winning quote
Purchase Orders
- Formal PO generation with tax split (CGST/SGST/IGST)
- Vendor info, terms, and delivery schedule
- GST place-of-supply resolution
- PO fulfillment tracking against GRNs
- Consolidated POs from multiple PRs
Goods Receipt Notes
- Record goods received against PO line items
- Quantity verification and partial receipts
- Quality inspection checkpoints
- Auto-update PO fulfillment status
- Link GRN to vendor billing
Vendor Bills
- Automated 3-way match (PO ↔ GRN ↔ Invoice)
- Price variance detection and alerting
- Original bill preview alongside digitized data
- Tax validation and compliance checks
- Approve, reject, or return for correction
Payments
- Advance payments against POs
- Knockoff payments against vendor bills
- TDS deduction at source
- Outstanding balance calculator
- Payment allocation tracking and history
Data Management
Vendors & inventory
Business Partner Management
Vendors, Suppliers & Partners
Vendor onboarding wizard (5-step)
GST registration & verification
Bank account management
Contact person directory
Contract & pricing management
SKU-level vendor pricing
Category-based classification
Vendor performance tracking
Item Master (SKU Management)
Products, Materials & Services
SKU catalog with codes & descriptions
Hierarchical category tree
HSN/SAC code mapping
Unit of measurement (UOM)
Default tax rates per item
Vendor-SKU pricing links
Search-as-you-type autocomplete
Category-based filtering
Intelligence Layer
Workflows & AI agents
Visual Workflow Builder
- Drag-and-drop visual flow editor
- Multi-step approval chains with conditional logic
- Configurable status transitions per document type
- 33 pre-built statuses across 6 document types
- Dynamic routing based on amount, department, or role
- Status condition registry for custom business rules
- Auto-trigger workflows on document creation or status change
AI Agent Platform
- Pre-built agent templates for common tasks
- Custom agent builder with task pipelines
- Trigger-based execution (on document events)
- Multi-tool agent architecture (LLM, rules, aggregators)
- Agent insights with actionable recommendations
- Execution history and performance scoring
- User feedback loop for agent improvement
Governance
Compliance, audit & collaboration
Approvals
- Centralized approval inbox
- Approve/reject with comments
- Multi-level hierarchical approvals
- Delegation and escalation rules
Audit Trail
- Auto-logged create/update events (Auditable concern)
- User, timestamp, and field-level change tracking
- Filterable audit log viewer
- Full document lifecycle history
Notifications
- Real-time in-app notifications
- Unread badge count in top nav
- Mark as read / mark all read
- Notification cleanup job
Document Attachments
- File upload with drag-and-drop zone
- Active Storage integration
- Multiple attachments per document
- Inline image preview
Comments & Activity
- Threaded comments on documents
- Activity timeline with status changes
- Audit events, comments, and flows in one feed
- Document subscription (watch for changes)
Custom Fields
- Admin-defined fields per document type
- Text, number, date, boolean, select types
- Fields render dynamically on forms and show pages
- Validation rules and required field support
Insights
Analytics & reporting
Reports & Dashboard
- KPI dashboard with 8+ metric cards
- Document status distribution (donut chart)
- Monthly document trend (bar chart)
- Top vendors by spend ranking
- Procurement summary report
- Document aging report
- Payment aging report
- Vendor performance report
- Flow completion report
- CSV export for all reports
Search & Navigation
- Global command palette (Cmd+K / Press '/')
- Search documents, vendors, and SKUs in one place
- Category-filtered results (Documents, Vendors, Items)
- Recent searches with keyboard navigation
- Instant results with debounced search
Recurring Documents
- Schedule recurring PRs, POs on daily/weekly/monthly basis
- Auto-generate documents from templates
- Pause, resume, or cancel recurring schedules
- Next occurrence date calculator
Foundation
Platform & security
Multi-Tenancy
- Organization-based scoping
- Current context (user + org)
- Location-level access control
Access Control
- 4-tier permission system
- Role-based access (Admin, User, Viewer)
- High-performance permission cache
- Document-type level rules
Indian Tax Engine
- GST auto-calculation (CGST/SGST/IGST)
- Place of supply resolver
- HSN/SAC code support
- TDS deduction at source
Responsive UI
- Mobile-first responsive design
- Collapsible navigation (mobile drawer)
- Card-based mobile views
- Touch-optimized interactions
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