Omi | Vendor and Document Management Howto

Omi is an AI-powered document management platform that consolidates contracts, automates renewals, and provides financial insights for finance and operations teams.
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How to Use Omi | Vendor and Document Management

Sign up for an Omi account: Go to app.tryomi.com/signup and create a new account to get started with Omi.
Consolidate contracts: Upload and sync all your existing contracts from various systems and inboxes into Omi's centralized platform.
Set up renewal notifications: Configure automatic notifications for contract renewals and expirations to stay on top of important dates.
Analyze financial impact: Use Omi's financial controls and insights to understand the financial impact of your contracts and vendors.
Streamline procurement: Establish a unified entry point for purchase requests and approval workflows within Omi.
Integrate existing tools: Connect Omi with your existing procurement and finance tools for greater visibility and control.
Collaborate on contracts: Use Omi's search and collaboration features to easily find and work on contracts with your team.
Generate reports and insights: Leverage Omi's analytics to explore spend categories, access benchmarks, and analyze trends.

Omi | Vendor and Document Management FAQs

Omi is an AI-powered document management platform designed for finance and operations teams. It helps consolidate contracts in one place, provides notifications on renewals and action items, and allows easy searching and collaboration on contracts and vendors.

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