Simple, scalable, and straight-forward
spend management

Procurify is an easy-to-use spend management platform that goes beyond purchase orders and expense process controls.

Gain unparalleled control and visibility with streamlined workflows, real-time data, and innovative features to organize, allocate, track, and report on spend from a single platform.

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Key Procurify Platform features

Here are some of the ways that Procurify helps you control and manage organization-wide spending without slowing your team down.

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customizable approvals

Customizable approvals

Build and deploy customized approval flows with our intuitive interface and gain full visibility into actual spend, not just forecasted spend. Significantly reduce approval time, prevent purchasing bottlenecks, and trust that funds are efficiently managed.

  • Create multi-level approval flows unique to your organization’s needs.

  • Set approvals by dollar thresholds, users, departments, locations, account codes, and even custom fields.

  • Improve turnaround times with push notifications to mobile, email, and Slack.

  • View real-time impacts to your budgets.

Graphic of an order approval inside the Procurify Platform, used to highlight the customizable approvals feature.
“Procurify offers you the flexibility to implement a custom approval routing process that allows certain people to approve specific purchases based on how much spend they’re allowed to approve. This means more people have visibility into larger purchases, which helps catch procurement fraud, non-compliant spend, and duplicate orders before they happen.”
DAMON NORRIS, Director of School Operations, Arizona Charter Schools
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customizable approvals

Purchasing workflows

Track and analyze every stage of your purchasing journey. Easily request purchases, notify approvers, build purchase orders, receive items, and reconcile payments within the Procurify Platform.

  • Automatically generate purchase orders with custom branding and fields.

  • Quickly search records for greater context and clarity.

  • Designate purchasing permissions to manage workflows by location and department.

  • Consolidate orders for specific vendors and adjust as needed.

  • Conduct three-way matches and confidently pay your invoices.

  • Automate Amazon purchasing with Amazon Business PunchOut.

Graphic of the Procurify Platform, used to highlight the purchasing workflows feature.
“Procurement is a very behind-the-scenes process. We needed a cost-effective solution that was easy to roll out globally, able to support different currencies, and that could reduce operational costs.”
Mike Shuber, CIO, Proudfoot
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customizable approvals

Real-time budget tracking

Information is power. See how much of your budget you’ve already spent and what’s left before approving the next request.

  • Set up budgets by locations, departments, projects, and more.

  • See how purchases impact a specific budget before approving.

  • Review real-time graphs that show actual over-committed spending.

  • View a breakdown of budgets by commitment stage.

Graphic of budget reporting inside the Procurify Platform, used to highlight the real-time budget tracking feature.
“Procurify means we have more control. You have more visibility of the budgets for departments and tracing purchases based on the historical POS.”
Mark Pendon, Finance Operations Manager, SkipTheDishes
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customizable approvals

Expense management

Say hello to easy reconciliation. Consolidate and manage ad-hoc credit card spend and reimbursable expenses in one platform.

  • Quickly upload statements and receipts using the Procurify Mobile App.

  • Allocate expenses to the right account code at point of entry.

  • Tag expenses to specific budget requests or projects.

  • Access easy-to-match credit card reconciliation tools.

Graphic of expense reporting inside the Procurify Platform, used to highlight the expense management feature.
“Procurify has been an important part of automating our systems, and with remote work, its importance is even clearer. Without Procurify, it would be much more challenging and time-consuming to process expense reimbursements and manage purchases.”
Alicia Williams, Controller, Charitable Impact
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customizable approvals

Physical and virtual spending cards

Streamline your purchasing process with reloadable physical and virtual spending cards. Retain control, tame rogue spend, reconcile faster, and save more money.

  • Safely and quickly issue cards to all team members including field teams, contractors, and temporary workers.

  • Prevent rogue spending with complete visibility and approval over what each team member is spending.

  • Easily set approval workflows based on department, spend category, and amount. Stop chasing receipts – cardholders immediately upload at point of sale using the Procurify Mobile App.

  • Earn cash back for your business on every transaction.

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“We've been able to give out Procurify spending cards to anyone who needs them and our employees can request the funds they need to have a successful conference or trip. As the Controller it's great seeing these types of requests proactively.”
Jeremiah Lee, Controller, Grad Solutions
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customizable approvals

Vendor and catalog management

Work smarter with your vendors. Conduct vendor performance analysis and manage preferred items in a catalog for easier purchasing.

  • Manage vendor information and track fulfillment KPIs.

  • Add and import items and details from catalogs including images.

  • Bundle items together and tag specific departments for efficient purchasing.

  • Measure vendors against metrics that matter such as speed, quality, accuracy, and price.

Graphic of vendor reporting inside the Procurify Platform, used to highlight the vendor and catalog management feature.
“We have a huge flagship event every year called Tech Pong, which requires a lot of vendor management. We have to handle multiple vendors and invoices coming in from all sides. Procurify makes a huge difference and the team can keep track and manage everything at the same time.”
Luisa Velez, Sr. PR and Communications Manager, Charitable Impact
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customizable approvals

Easy-to-use mobile app

Working on the go? Speed up purchasing requests and approvals with our user-friendly, full-function Procurify Mobile App for iOS and Android.

  • Request, approve, or receive in seconds via your mobile device.

  • Snap and attach photos of packing slips and receipts at point of sale.

  • Directly receive notifications from purchases that need attention.

  • Access mobile spend insights and analytics in seconds.

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“Our president has been here a long time and now she has access to everything on her phone. She can just approve stuff when she’s out of the office. That’s pretty cool.”
Joe Garrow, Business Manager, St. Anthony High School
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customizable approvals

In-platform communication

Spend management is a conversation, not just an accounting process. The Procurify Platform makes it easy to track and manage conversations so you get maximum context, and maximum accountability.

  • Set up notifications for approvals, order status updates, and more.

  • Use in-platform comments to increase transparency and context around each request.

  • Loop in stakeholders, get clarification, ask questions, and keep that paper trail for future reference.

  • Directly communicate about orders via the Procurify Mobile App while on the go.

  • Integrate with Slack to connect your spending with your core communication tools.

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“I can send reminders and communicate with other users through the system, which works perfectly for expense queries and order updates. It's a one-stop-shop that streamlines the process from start to finish.”
Seun Akadiri, Financial Analyst, THE ENTERTAINER
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customizable approvals

Flexible user permissions

We’re designed for everyone on your team to use. Administrators set user permissions and grant access to the Procurify Platform to retain control and reduce risk.

  • Set granular access to specific modules and data categories.

  • Secure sensitive data and reduce your risk of data breaches.

  • Design unique user roles with permissions that fit organizational needs.

  • Quickly review enabled permissions of each role and user.

  • Set up secure access to payment controls.

Graphic of role permissions inside the Procurify Platform, used to highlight flexible user permissions.
“Procurify has allowed us to put a set of controls in place during a time when we didn’t enforce a spend policy and when we had no oversight on approvals. Now, there is a strong expectation in the company to move as much purchasing and expense reporting through Procurify in order to have the controls that we lacked before.”
Kevin Broughton, CIO, Cennox
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customizable approvals

Recurring spend management

Stop wasting money and keep track of your recurring monthly charges. Set up recurring spend so you can proactively track and pay for things like monthly software subscriptions.

  • Track, manage, and analyze your recurring spend.

  • View all recurring spend items in one place.

  • Quickly submit recurring spend with customized request-to-approve workflows.

  • See the impact that recurring spend has on your budgets in real-time.

Graphic of a spend request inside the Procurify Platform, used to highlight the recurring spend management feature.
“I often receive emails from teachers asking if they can get reimbursed for a recurring software subscription. But with Procurify they can quickly request it and no longer need to ‘front’ the money to support our students.”
Charlie Orr, Manager of Business Operations & Sustainability, Environmental Charter School
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customizable approvals

Audit logs, analytics and reporting

Understand how money flows out of your organization in real-time so you can make smarter purchasing decisions and always be prepared for an audit. Capture conversation, store supporting documents, view spending trends, and easily review insights.

  • Access spend analytics by user, departments, projects, or vendors.

  • View up-to-the-minute budget performance by department, location, project, and account code.

  • Easily export reliable, timestamped digital records to internal and external auditors.

  • View the full history of all transactions including requests, approvals, comments, and supporting documents.

Graphic of audit log in the Procurify Platform, used to showcase the audit logs, analytics and reporting feature.
“In the past, when auditors wanted to see a hundred different invoices, it would take someone a whole day in the basement to find them. Now I just give the auditors a login to Procurify, or export a spreadsheet with links to all the invoices. The whole process takes about half an hour.”
Asher Roffel, VP Finance, Toronto Zenith
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customizable approvals

Accounting and ERP integrations

Spend management doesn’t end when the purchase is made, and neither does Procurify. Our custom integrations, with software including QuickBooks Online and NetSuite, allow for seamless data transfer and automated workflows so you can close the loop.

  • Quickly connect the Procurify Platform with QuickBooks Online and NetSuite.

  • Request our API and set up custom integrations.

  • Import and export CSV or Excel files.

  • Sync account codes, vendors, and more for seamless transfer of data.

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“We chose Procurify because it was easy to use, it was cloud-based, and it interfaced with our accounting program, NetSuite.”
Enrique Salgado, Global IT Manager, Cabify

Don’t take our word for it

An image of people skiing on top of a mountain, to represent Teton Resorts
“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 MORE STORIES
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“There was nothing in place that would be considered a classical purchasing system. What moving to Procurify has done is it has allowed us to have a set of controls in place – reporting and insight into how our spending is going that simply did not exist before.”

KEVIN BROUGHTON, CIO, CENNOX

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Women sitting in the back of a car smiling with a coffee cup in her hand, used as the featured image for Cabify's customer story.
“The meetings, and implementation with Procurify was easy. The Procurify team was always there for us, and we appreciated their positivity. The team was perfect.”

ENRIQUE SALGADO, GLOBAL IT MANAGER, CABIFY

Don’t take our word for it

An image of people skiing on top of a mountain, to represent Teton Resorts
“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 THEIR STORY
Two men from Cennox installing a new ATM machine
“There was nothing in place that would be considered a classical purchasing system. What moving to Procurify has done is it has allowed us to have a set of controls in place – reporting and insight into how our spending is going that simply did not exist before.”

KEVIN BROUGHTON, CIO, CENNOX

READ MORE STORIES
Image of Enrique Salgado from Cabify
“The meetings, and implementation with Procurify was easy. The Procurify team was always there for us, and we appreciated their positivity. The team was perfect.”

ENRIQUE SALGADO, GLOBAL IT MANAGER, CABIFY

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Manage your business spend from your smartphone

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.

Discover the Procurify Mobile App →
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Hundreds of companies across 71 countries already use Procurify to control their spending.

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