RESOURCES

Browse our complimentary resources for finance, accounting, operations, tech, and business leaders. Learn how to manage spend, improve purchasing workflows, and make strategic business decisions.

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Product information
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case studies
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customer spotlight
COVID-19 resources

Control Spend

BLOG

How to Communicate and Negotiate with Vendors in a Pandemic

Level up your communication to successfully negotiate, persuade, and manage your suppliers to maintain the best price for your goods and services during challenging times.

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BLOG

Why The Downturn Is The Perfect Time To Improve Spend Management

Here are five reasons the economic downturn is a good time for organizations to start looking into and implementing spend management.

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GUIDE

5-Step Guide for Scenario Planning in a Crisis

Learn how to extend your cash runway and a 5-step process for adjusting your budgeting, forecasting, and scenario planning

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BLOG

6 Ways Procurement Can Get Ahead of a Recession

Rather than take a head-in-the-sand approach to the possibility of a recession, learn six ways procurement can get ahead of an economic downturn.

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CHECKLIST

The Spend Control Checklist

Access our 16-step checklist to that helps organizations immediately start to control spend.

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GUIDE

Control in a Crisis: 4 Strategies to Control Spend Management

Learn strategies to proactively revise your company’s spend control to minimize a downturn’s negative impact on the business.

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More Resources for Finance and Operations Teams

RESOURCE

How Accountants Can Save Time Through Improved Remote Communication

Remote work and remote communication can be a challenge for accountants and finance leaders. Learn eight tangible ways to improve remote communication skills with your entire team.

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PODCAST

5 Steps for Scenario Planning in The New Normal

Debbie Rosler, Outsourced CFO at Burkland & Associates shares best practices for scenario planning, how to get started with an easy five-step approach, and the tactics to extend runway and cash flow.

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RESOURCE

How Finance Can Future-Proof for a Recession

Future-proof your operations to mitigate the impact of a recession. Leading global payables automation platform Tipalti, shares 5 strategies on how to best prepare with the right people, technology, and processes in place.

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RESOURCE

How COVID-19 Can Affect Your Financial Statements

RoseRyan provides insights on four key items that auditors will review on the financial statements this year: asset impairment, employee costs, revenue assumptions, and company debt.

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PODCAST

How Forward-Thinking Accounting Teams are Adapting In The New Normal

Ryan Lazanis, founder of Future Firm, shares his insights as a veteran of a fully remote accounting firm. Learn how accounting teams can adapt to remote work challenges and how to modernize processes for the future.

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GUIDE

The CFO’s Core Fintech Stack

Building a financial technology stack has never been more important. To help CFOs invest in the right tools, we outline the six core pillars of the fintech stack, and seven questions they should ask before selecting a new system.

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GUIDANCE

American Business Support Programs

Access resources from the Federal Government to learn more about the Paycheck Protection Program, available loans, and other forms of debt relief.

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GUIDANCE

The Government of Canada’s Business Support Programs

Stay updated on available programs and loans from the Government of Canada for businesses such as the BCAP, CEBA, and CECRA.

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GUIDE

Top Tools for Finance and Operations Teams

Forward-thinking CFOs and CPAs share their recommendations of the best digital tools for finance and operations teams in our new guide. Access 100+ tools to keep your teams connected, productive, and engaged.

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PODCAST

Two Controllers Discuss Automating Processes for Finance Teams

Two corporate controllers explain what they look for when automating cumbersome finance processes and how they save time and money for their finance teams.

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TOOL

Cashflow Tool Spreadsheet Template

Entreflow developed a free cash flow tool for any growing business or startup. This forecasting template is easy to use for quick and precise cash planning

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PODCAST

How to Manage a Remote Finance Team as a CFO

Listen to seasoned remote CFO Suzanne Shifflet of Gym Launch share strategies on managing finance teams in a distributed workforce, and how to keep teams motivated and engaged during the shift to remote work.

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PODCAST

How to Mitigate Risk for Your Finance Team During a Recession

Helina Patience, CEO of Entreflow, shares her experience scaling tech and manufacturing organizations. implementing best practices for finance teams, and change management during economic downturns.

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GUIDANCE

[USA] Is the CARES Act Available for Seed and Venture Capital-Backed Startups?

Kruze Consulting built a calculator to help US companies estimate their Paycheck Protection Program loan amount and breaks down the different stimulus packages available.

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GUIDE

Month End Close for Remote Accounting and Finance Teams

This guide helps accounting, audit, tax, and finance teams eliminate the struggles of working from home so they can develop easy and efficient remote month end close processes.

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Remote Work

RESOURCE

The Best WFH Tips Curated from the Internet

A curated collection of some of the best tips, resources and best practices shared by the most experienced Work From Home team members around the world.

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RESOURCE

Field Guide for Large Remote Teams

NerdWallet’s VP of Content Maggie Leung has run a large team remote team for the past six years. Learn how she does it.

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TEMPLATE

Remote Work Guide Template: 15 Best Practices

Procurify’s internal remote work handbook is now available to everyone. We’ve added tips in each section for those in accounting, finance, and operations as these functions come with distinct challenges.

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Procurify’s Spend Management Tools

ON-DEMAND WEBINAR

Controlling Spend During Covid-19 & The Recession

Leading CFOs share how companies can manage spending responsibly, keep business continuity, and grow during periods of economic crisis.

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ON-DEMAND WEBINAR

All You Need To Know About Small Business Loans

Learn more about the CARES Act, Paycheck Protection Program, other loan options from the US Federal Government, and what resources small businesses really need to pay attention to.

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EVENTS

Upcoming Events for Finance and Operations Teams

Together we can go far. Join our online community events to build your knowledge and meet fellow finance, operations, and procurement leaders in an open and collaborative space.

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RESOURCE

COVID-19 Pricing Program

Buying new software is hard right now. We want to make it easier for companies to get what they need. Learn about our Quick Start program and how we are waiving subscription fees for new contracts purchased before May 15.

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QUIZ

Discover your Spend Culture

Every organization and every person has a Spend Culture. Take our free quiz to get a better understanding of how and why you spend your resources the way you do.

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TOOL

Free Purchase Order Generator

Our free template is a great business tool for small businesses looking for a blank purchase order, and can also be customized with company logos.

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Strategies for Success

RESOURCE

How A Resilient Business Model Weathers a Storm

Andreessen Horowitz discusses how SaaS businesses weathered the 2008 economic crisis and the lesson of focusing on efficiency over growth during volatile times.

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RESOURCE

How Antifragile is Your Company?

CFOs2GO share guidance on the difference between risk management and crisis management and how to identify the correct risk for your organization.

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GUIDE

Building a Successful Remote Procurement Process

Learn 4 strategies for procurement teams to mitigate the effects of a downturn and shift to successful remote processes to address vendor risk, maintain supplier relationships, and embrace change management.

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ARTICLE

The 10 Pillars of Pandemic Preparation

Gartner Director Jim Mello explains what good operational risk management looks like and 10 crisis checkpoints to start COVID-19 pandemic planning.

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ARTICLE

3 Steps to Overcoming Change Management

Implementing and adapting to change is challenging for everyone. Procurement experts, Una, share three crucial ways to overcome resistance to change in any organization.

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RESEARCH

How Coronavirus Alters Supply Chain Dynamics

COVID-19 has impacted the supply chain through a lack of access to markets, materials, and most importantly, people. Gartner shares its research and recommendations on how to respond.

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Wellness in Challenging Times

RESOURCE

Best Podcasts For Mental Health and Wellbeing

Ease your anxieties and deep breath from the hustle with this podcast playlist for mental health and wellbeing.

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RESOURCE

Complimentary Guided Meditations

To help support you through this time of crisis, Calm is offering a series of meditations you can listen to anytime.

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RESOURCE

How To Sleep Soundly During The Pandemic

Solid sleep is essential for mental and physical health. Thrive Global shares 10 recommendations to promote sleep, based on personal anecdotes and scientific literature.

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ARTICLE

Managing Anxiety While in Quarantine

The isolation from quarantine and mandatory stay-at-home orders can be a major source of anxiety. Workplace Options shares a few tips to help manage stress during COVID-19.

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ARTICLE

Ease the Burden while Working from Home with Kids

Working from home with kids may feel unsustainable right now. Vox shares stories and advice to help parents ease the burden and take it easy on themselves.

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ARTICLE

Practicing Self-Care and Wellness at Home

Experts from Johns Hopkins offer suggestions on staying centered and healthy while working at home during the pandemic.

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