Your purchasing workflows & processes, all in one place

Procurify’s features work together to bring all your purchasing needs to one accessible hub. Say goodbye to maintaining multiple spreadsheets, paper forms, and slow approvals.

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Procurify key features

Here are some of the ways we help you implement spend controls and gain insight into purchasing and financial information.

Customizable Approvals

Easily set up customizable approval flows. There’s a better way to manage approvals than email or spreadsheet.

Gain complete control of company purchases, and rest assured the right people are approving the right purchases. Moving to Procurify can cut approval times by weeks

  • Design approvals flows that suit your organization
  • Set approvals by dollar thresholds, users, departments, and locations
  • Notifications on desktop and mobile move things faster
  • See real-time budget impacts, and approve with confidence

Purchasing Workflows

Upgrade the processes that are letting things slip.

Procurify streamlines requesting items, purchasing and receiving, then matching invoices to purchase orders for payment.

  • Core purchase to pay processes: Request, approve, purchase, receive, invoice matching
  • Confidently pay for the right thing with 3-way matching
  • Purchase Order generation and searchable records.

Real-Time Budget Tracking

See what portion of your budget has already been spent, and what is left, before approving your team’s request. Informed decisions help align spending to company goals.

  • Easily set up budget by location, department, projects and more
  • See how items will affect a specific budget, before approving
  • Real-time graphics show actual vs. committed spending
  • Never accidentally spend beyond your budgets again

Expenses Management

Track and control the messier spending that happens on credit cards, company or personal. Procurify removes the headache of month-end reconciliations

  • Safely loop paper receipts into Procurify with the mobile app
  • Track all credit card spending when you’re away from the office
  • Credit card reconciliation tools, upload statements and simply click to match
  • Expense claim requests allow faster reimbursements for your team

Vendor Management

Get the most from your vendor relationships. Manage your vendors in one place, track their performance, and know if their goods were received.

  • Create and send purchase orders to your vendors in seconds
  • See if items were received or not, make informed vendor payments
  • Measure vendors against the metrics that matter to you, speed, quality, accuracy, price
  • Create catalogs to help your team order the right thing from the right place

Spend Analytics & Reporting

See exactly how money flows out of your company.

Know who is spending, and what is purchased. Our simple reporting graphics let you see trends and overview insights.

  • Spend analytics broken down by users, departments, or vendors
  • Quickly see which users are spending the most, on orders or expenses
  • Easily gather the data needed to set your company’s purchasing policies

Mobile Request, Approve, Receive

Don’t keep the team waiting just because you’re away from a desk. Can you have purchasing controls that also speed things up? The answer is our intuitive and full-function mobile app.

  • Complete the same actions on mobile: Request, approve or receive in seconds
  • Receiving goods? Recording items and capturing packing slips is a breeze
  • Mobile app notifications alert you to the items that need attention
  • Snap and save images of receipts or packing slips using the mobile app

Audit Logs

Be prepared for an audit anytime. Procurify works in the background to capture records and change history for all purchasing documents.

  • See the order of approvers for every purchase
  • A full history of edits is viewable at each stage
  • Know exactly who requested, approved, purchased, and received for any item

Flexible User Permissions

Giving your users access to Procurify is simple. We’re designed for everyone on your team to use, and safely. Set granular access and create user roles depending on what needs to be done.

  • Design roles with permissions that fit your unique company
  • View at a glance the permissions that each role has enabled
  • Our settings even allow for user roles that have limited admin page access.

Procurify enhances your accounting systems

It’s time to complete your financial controls, and get the right tools for the job. Procurify connects to and enhances your existing accounting systems. Gain proactive control with customizable approvals, and organize all your purchasing workflows.

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“Our previous PO workflow was so slow, we’d spend hours once a week on Wednesdays doing all of our POs.” Paul added. “We were so reactive and felt like we were constantly putting out one fire after another. With Procurify, we do our POs now on a daily basis and approve them every day, and now people don’t have to wait an entire week to find out if their purchase was approved or not like we were doing before.”

Paul Kazyak - Director of Finance, Teton Resorts

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“Our previous PO workflow was so slow, we’d spend hours once a week on Wednesdays doing all of our POs.” Paul added. “We were so reactive and felt like we were constantly putting out one fire after another. With Procurify, we do our POs now on a daily basis and approve them every day, and now people don’t have to wait an entire week to find out if their purchase was approved or not like we were doing before.”

Paul Kazyak - Director of Finance, Teton Resorts

READ THE CASE STUDY
 
 

The key to speed is Mobile

Procurify’s mobile app means things keep moving along, even when you’re away from your desk. Reduce approval times, respond to questions, organize expenses, and much more.

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