Procure-to-Pay Software Features Overview

Create, submit, and approve purchase requests from desktop or mobile. Standardize and streamline the purchasing process from request to payment.

Easily create and submit standardized expense requests from desktop or mobile. Accelerate reimbursement and streamline the reconciliation processes.

Create custom approval routings that match your organization’s structure. Ensure that the right requests are approved by the right people, in a timely and precise manner.

Standardize purchase requisitions and collect meaningful information such as purpose of spend, account codes, associated budget, and beyond.

Streamline reimbursement with electronic forms submitted via web or mobile. Bring an end to paper forms, lost requests, and long expense approval processes.

With real-time visibility into their budget, approvers can see the potential impact of a purchase or expense, gain insight into pending purchases, and beyond.

Remove bottlenecks with configurable notifications on email, mobile, and Slack. Get notified about in-app comments, request status, approvals, Spending Card balance, item receipt, and more.

Speed up your reconciliation and reimbursement process with mobile receipt upload. Purchasers can snap a picture of their receipt and attach it to an expense request while they’re on the go.

Centralize important discussions about purchases with in-app chat. Tag team members and leave comments on pending or approved requests, purchase orders, bills, and payments.

Not at your desk? Create and submit purchase requests wherever you are using Procurify’s mobile app available on iOS and Android.

Expenses often happen when you’re on the go. Easily submit and approve expense requests wherever you are using Procurify’s mobile app available on iOS and Android.

Procurify’s mobile app instantly notifies approvers when a request requires their attention, providing them with the context they need to approve requests quickly and with confidence.

Product catalogs allow users to select suggested items from preferred vendors when creating a purchase request. Pre-populated fields and department-specific permissions ensure control and accuracy.

Customizable, real-time dashboards give users unprecedented visibility to make budget-informed decisions. Track spend across multiple account codes and departments, compare committed vs spent, and more.

Don’t let out-of-office team members become a bottleneck. Approvers can push their pending and incoming purchase and expense requests to a different approver for a set period of time.

PunchOuts accelerate request and purchasing workflows by enabling purchasers to shop directly on a vendor’s website and add shopping cart items straight into Procurify for approval.

Issue and top up prepaid physical and virtual cards to empower team members to make pre-approved purchases. Currently only available in the US.

Configure your purchasing and expense workflows with customizable forms, purchase order numbering, and payment terms that align with your purchasing processes.

Team members can request pre-determined bundles for items that are frequently requested together. Negotiate preferred rates with vendors and streamline purchasing with pre-populated account codes and SKUs.

Save on shipping costs, unlock vendor discounts, and minimize paperwork with Procurify’s purchase order workflows. Auto-populate fields from approved purchase requests, and email your PO to vendors in seconds.

Centralized vendor information at your fingertips – from contact details, tax rates, payment information, vendor insights, and beyond. Gain insight into committed spend with vendors for a set period of time.

Streamline everything that needs to happen when an order arrives. Mark items as “received” to instantly notify the requester and purchaser, and upload a picture of the packing slip to facilitate three-way matching.

Streamline the purchase order creation process by pre-populating, editing, and sending POs to vendors from a centralized system. Access all current and past POs on the go with our mobile app.

Set preferred vendors for your team that align with your organization’s purchasing strategy. Unlock preferred rates, negotiate savings, and ensure faster delivery.

Attach photos of packing slips, shipping documents, and incorrect/damaged items from your phone. Notify team members of receipt and provide AP with the documentation they need to complete a three-way match.

Eliminate manual work by automatically generating a purchase order and purchase order number the moment a purchase request is approved.

Quickly select suggested items from preferred vendors when creating a purchase request. Pre-populated fields and department-specific permissions provide unprecedented control and a streamlined user experience.

Mark items as “pass” or “fail” in Procurify to give teams visibility into a received item’s status, and ensure that accounts payable never pays for damaged or unreceived goods.

Manage purchasing and procurement wherever you are with the Procurify mobile app. View vendor purchase orders on the go, without compromising on purchasing best practices.

Assess vendor performance with scores based on past purchasing data, such as order speed, quality, accuracy, and cost. Gain actionable insight into the overall impact of working with each vendor.

Mark non-physical goods (software and services) and items that may have already been received as “auto-received” at the procurement stage, making it faster and easier for your AP teams to create bills.

Track and manage recurring spend like software subscriptions and services by defining cost and time frames. Keep track of their impact on your overall budget, and give your AP team visibility into when invoices are expected.

Accelerate request and purchasing workflows by enabling purchasers to shop directly on a vendor’s website and add shopping cart items straight into Procurify for approval.

Notify your team members as soon as their requested items have been received. Specify whether items arrived successfully or were damaged.

Configure your organization’s purchase orders to match your internal processes and vendor expectations. Add custom fields, disclaimers, shipping terms and methods, PDF labels, and more.

Easily import vendor data into Procurify: contact and routing numbers, shipping details, payment terms, and more. Integrations and API connections ensure vendor data is synced across your most important systems of record.

Get ahead of audits with a central repository for all purchasing and financial documents. No more chasing after purchase requisitions, expense receipts, vendor info, POs, packing slips, quotes, invoices, bills, and payment records.

Easily sync your NetSuite inventory items into your Procurify Catalog with our Inventory Catalog Sync.

Manage which vendors should be automatically emailed their POs immediately after the purchase order is created.

Team members can forward invoices to a dedicated email inbox. Optical Character Recognition (OCR) technology converts invoices into bills, kicking off the first step of bill creation.

Procurify’s accounts payable OCR technology helps populate bills based on the corresponding invoice and PO, speeding up the manual bill creation process.

Bills automatically flow to the next set approver based on pre-configured workflows and conditions, including dollar amount, item variance percentage, and item variance by dollar amount.

Streamline AP invoice processing and eliminate error-prone manual tasks with Automated Bill Creation; OCR technology automatically converts invoices into bills.

Customize bills to match the needs of your AP team and accounting system. Create granular custom fields on your bills such as location, department, and account code.

Prepare bills for prepayments on goods that have not yet been shipped, without losing visibility into the item’s purchase approval and purchase history.

Easily export bill data with the granular fields you need: vendor, bill creator, invoice date, due date, status, location, and more. Set default formats to conveniently export the bill reports you need.

Easily sync approved bills from Procurify into NetSuite, ensuring a complete and up-to-date central source of truth for your financial records.

Make ACH payments to vendors after a bill is approved, accurately and on time. Manage payments in Procurify’s Payment Module and cut costs associated with additional payment platforms.

Schedule bill payments in advance to avoid missed or late vendor payments. No more paying bills manually one-by-one.

Marking a bill as “paid” helps your organization keep track of which bills have been paid, providing a centralized view of payment statuses.

Instantly sync approved bills and completed ACH payments from Procurify into QuickBooks Online, along with the customized fields you need.

Procurify’s QuickBooks Online integration allows your finance team to view the full details of a bill’s history with a single click.

Our integration allows you to sync purchase order and item receipt data from Procurify into QuickBooks Desktop.

Enable your team to capture and manage purchases and bills in Procurify while pushing your most critical financial records into NetSuite.

Integrate Procurify with Slack desktop and mobile to keep communication centralized, and address notifications that require your input – even when you’re on the go.

Sync data between Procurify and your financial systems of record with custom APIs. Our in-house technical team is here to support your API needs.

Single sign-on provides a seamless, one-click login for web and mobile. Your system administrator manages all logins across all applications from one secure platform, keeping your company’s private information safe.

Real-time, customizable dashboards give approvers and purchasers unprecedented visibility. Track spend across multiple account codes and departments, compare committed vs spent, and more.

Vendor report data visualizations give you actionable insights on your spend to inform day-to-day decision-making. Export reports and configure access control based on location and department.

Analyze purchase request volume and amount spent over a given time period, by user, location, or department. Get granular by exporting reports or diving deeper into items purchased.

Easily see what percentage of purchases have been placed by each department in real time to better understand company spend, empowering more informed budget conversations at a leadership level.

Easily see how each department is managing their expense requests and reimbursements in real time to better understand company spend, empowering more informed budget conversations at a leadership level.

Place purchase requests on the go with our mobile app, and easily attach pictures of a deal, promotion, or other applicable document. See which purchase requests are pending, approved, and denied – all from your phone.

Manage on-the-go expenses from your phone. Easily see which expense requests are pending, approved, and denied. Upload receipts into an expense report for approval in seconds.

Easily approve purchase, expense, and Spending Card requests as well as bills – all from your phone. See which requests you’ve approved, denied, and which requests are pending your approval.

Manage purchasing and procurement processes wherever you are with the Procurify mobile app. View your vendors’ purchase orders on the go while still adhering to purchasing best practices.

Mark items as received from your phone, and instantly notify team members that items have arrived. Snap a picture of the packing slip or receipt and upload it to your purchase order within seconds.

Configure notifications on your phone for whatever is important to you – whether an order has been denied, an item has been received, your name was mentioned in a comment, and more.

Assign physical Spending Cards to your team while maintaining control of spend. Physical cards are perfect for on-the-go spend like tradeshows, travel expenses, and meals.

Empower your team to make online, recurring, and one-off purchases with virtual Spending Cards. Easily request funds tied to individual cards with unique card numbers, used for specific vendors or projects.

Email notifications and a “reason for decline” field in the Spending Card Module help cardholders understand why their Spending Card was declined: insufficient funds, foreign vendors, unsupported currency, and more.

Ensure that cardholders can access the funds they need by keeping your organization’s Spending Card funds topped up at all times. Low balance alerts notify card admins when funds are running low.

Add your Spending Cards to your mobile wallet, request funds, check available funds, request top-ups and attach receipts as soon as a purchase is made.

Easily request top-ups on your physical and virtual Spending Cards without having to request a brand new card every time.

Ensure that the right people have the right access to funds by requesting funds for individual team members.

Provide additional information about each transaction during reconciliation, allowing consistency between your Spending Card and your accounting system.