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.
Here are some of the ways that Procurify helps you control and manage organization-wide spending without slowing your team down.
Customizable approvals
Purchasing workflows
Real-time customizable budgets
Expense management
Physical and virtual spending cards
Vendor and catalog management
Easy-to-use mobile app
In-platform communication
Flexible user permissions
Recurring spend mangagement
Audit logs, analytics and reporting
Accounting and ERP integrations
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.
“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.”
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.
“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.”
Information is power. See how much of your budget you’ve already spent and know exactly what’s left before approving the next request.
Create custom budgets by locations, departments, projects, and more.
Track spending across multiple account codes and departments with flexible spend tracking.
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.
“Procurify means we have more control. You have more visibility of the budgets for departments and tracing purchases based on the historical POS.”
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.
“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.”
Streamline your purchasing process with reloadable physical and virtual spending cards. Retain control, tame rogue spend, eliminate the employee reimbursement process, and save more money.
Safely and quickly issue cards to all team members including remote workers, field workers, and your in-house team.
Prevent rogue spending with complete visibility and approval over what each team member is spending.
Easily set approval workflows based on department, project, and amount.
Stop chasing receipts – cardholders immediately upload their receipts after purchase using the Procurify Mobile App.
“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.”
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.
“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.”
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.
“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.”
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.
“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.”
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.
“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.”
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.
“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.”
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.
“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.”
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.
“We chose Procurify because it was easy to use, it was cloud-based, and it interfaced with our accounting program, NetSuite.”
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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