Procure-to-Pay Platform Features Overview

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Purchasing

Purchase Requests

Standardize and streamline the purchasing process from request to payment.

  • Create and Manage Requests

  • Real-Time Status Updates

  • Notifications and Chat

  • Requests on Mobile

  • Request Items from Product Catalog

  • Online Shopping via PunchOuts

Purchase Order Management

Ensure proper tracking and approval of every purchase order while capturing all the information your AP team needs.

  • Create and Manage E-Purchase Orders

  • Automate Purchase Order Creation

  • Access Purchase Orders on Mobile

  • PO Email Automation

  • Create Blanket Purchase Orders

  • Automate Purchasing via PunchOuts

  • Manage Recurring Spend

Receiving

Streamline the receiving process and easily verify the delivery of goods and services.

  • Verify Delivery of Goods and Services

  • Pass or Fail Received Items

  • Auto Receive Goods and Services

  • Receive on Mobile

  • Notification of Receipt

  • Capture Documents and Images

Expenses

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

  • Expense Capture and Allocation

  • Expense Capture on Mobile

  • Common / Shared / Universal Budgets

Contract Management

Conveniently store contracts in a centralized contract repository and easily track current spend against total contract value.

  • Contract Repository

  • Contract Details

  • Contract Audit Log

  • Renewal Notifications

  • Track Contract Spend

Budget Management

Give the right people category-level budget visibility across all organizational spend.

  • Real-Time Budget Tracking

  • Unlimited Budget Categories

  • Approve by Budget

Approvals

Shorten cycle times between requesters and approvers by routing requests to the right teams for approvals.

  • Unlimited Approval Workflows

  • Approve by Budget

  • Notifications and Chat

  • Approve on Mobile

  • Approver Delegation

Vendor Management

Easily add vendors by completing a vendor request form that captures key information to help with vendor setup.

  • Import Vendors

  • Vendor Document Storage

Reporting

Generate real-time reports you need to support data-driven decisions in your daily operations.

  • Orders by Vendor

  • Orders by User

  • Orders by Department

  • Expenses by Department

Accounts Payable  

Invoice Processing

Streamline AP invoice processing with automation tools that save time and increase data accuracy during your billing processes.

  • Automatic OCR Invoice Capture

  • Automatic Bill Creation

  • Delegate Bills for Approvals

  • Automated Two-Way and Three-Way Matching

Bill Management

Speed up the AP reconciliation process and sync approved bills from Procurify to ERP and accounting systems.

  • Sync Bills to Accounting and ERP Systems

  • Track and Report Accruals

  • Export AP Reports

  • Reconcile Deposits and Prepayments

  • Exception Flagging and Resolution

Payments

Increase the speed, accuracy, and visibility of your vendor payments by managing everything from procure to pay with Procurify.

  • Approve Payments

  • Process Payments

  • Schedule Payments

  • Deposit Payments

Additional Features

Spending Card

Empower your teams to spend smarter and purchase faster with reloadable physical and virtual Spending Cards.

  • Physical Cards

  • Virtual Cards

  • Balance Management

  • Fund Management

  • Activity Management

  • Reporting

Mobile App

Control and track spending wherever, whenever, and however purchasing takes place.

  • Request

  • Expenses

  • Approve

  • Receive

  • Procure

Integrations

Procurify integrates with your existing systems of record to consolidate and enhance your most critical financial data.

  • QuickBooks Online

  • QuickBooks Desktop

  • NetSuite

  • Microsoft Dynamics 365 Business Central

  • Sage Intacct

  • Platform API

PunchOuts

Integrate with your favorite suppliers’ PunchOut catalogs to streamline the way you purchase from them.

  • Amazon Business

  • Home Depot

  • Staples Advantage

  • Grainger

  • Uline

  • Many more

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Take control of spend now

Book a personalized demo to see the Procurify procure-to-pay platform in action.

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