From intent to invoice line
AI that turns plain-language requests into correctly described and categorised procurement lines.
Company
Medius
Year
2025
Role
Designer
Scope
AI/UX
Form Design
Procurement
The problem
When buyers add a free-text line to a purchase requisition, they write whatever feels natural — "laptop for the new hire", "catering for offsite", "some cables". Those informal descriptions caused two recurring problems: approvers lacked enough context to approve confidently, and the line landed in the wrong category, mis-routing it to the wrong approval chain or GL account.
- Vague descriptions blocked approvals — approvers sent lines back for clarification.
- Wrong categories mis-routed requisitions and created reconciliation work for finance.
- Buyers didn't know how to categorise items correctly — the category tree had 400+ nodes.
The approach
The trigger for AI assistance is the moment a buyer finishes typing their free-text description and moves to the next field. At that point, the model has enough signal to both enrich the description and suggest the most likely category. The design challenge was making the AI feel helpful rather than intrusive — it suggests, the buyer confirms.
- AI enrichment fires on field blur, not on every keystroke — no jarring mid-typing rewrites.
- Suggested description shown inline as editable text, pre-accepted but overridable.
- Category suggestion surfaces with a confidence indicator and one-click alternative options.
Key design decisions
Suggest, don't overwrite
Early prototypes replaced the buyer's text automatically. Testing showed this felt aggressive — buyers felt they lost authorship of their own request. The final pattern shows the AI suggestion as a visually distinct "fill" that the buyer can accept, edit, or dismiss. The original text is preserved until they actively confirm.
One primary category, three alternatives
The AI surfaces one best-match category with a confidence badge and three fallback options in a compact inline list. Buyers can pick any or open the full category tree. This reduced category-browsing time without removing the escape hatch for edge cases.
Transparency over magic
A subtle "AI suggested · Edit" label sits next to any auto-filled field, making AI involvement visible without being distracting. This gave compliance teams confidence that the system was auditable, and gave buyers a clear signal about which fields had been touched by automation.
Outcome
Correctly categorised free-text lines on first submission, without requiring buyers to understand the category taxonomy. Approval round-trips caused by vague descriptions dropped significantly in pilot testing.
↓
Approval round-trips from unclear descriptions
400+
Category nodes, navigated in one tap
1
Field interaction to fully code a line