Procure-to-Pay Cloud Software Features.

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 to collect the most critical data for your organization. Empower decision-making with meaningful information such as purpose of spend, account codes, taxes, associated budget, and beyond.

Centralize and standardize reimbursement with electronic forms which can be submitted via web or mobile. Bring an end to paper forms, lost requests, and needlessly long expense approval processes.

Stop waiting until month end; gain real-time visibility into your budget. Approvers can easily understand the potential impact of a purchase or expense on their budget, as well as insight into pending purchases and beyond

Remove bottlenecks with configurable notifications on email, mobile, and in Slack. Get notified about in-app comments, request status, approvals, spending card balance, item purchasing and receipt, and beyond.

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 while you’re on the go. Procurify’s mobile app for iOS and Android lets you create and submit expense requests when you need them — wherever you are.

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 team members to 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.

Customizable dashboards give approvers and purchasers unprecedented visibility to make more budget-informed decisions. Real-time insights empower you to 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 (powered by Stripe) to empower team members to make pre-approved purchases. Currently only available in the US.

Customize 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. Automatically populate fields from approved purchase requests, and email your PO to vendors within seconds.

Centralized vendor information at your fingertips – from contact details, tax rates, payment information, vendor insights, and beyond. Gain insight into committed spend with the vendor 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, purchaser, and AP team, and upload a picture of the packing slip to facilitate a successful three-way match.

Streamline the purchase order creation process by prepopulating, editing, and sending POs to vendors from a centralized system. Easily access all current and past POs on the go using the Procurify 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.

Once an order is received, attach photos of packing slips, important shipping documents, and incorrect/damaged items directly from your mobile phone. Instantly notify team members of receipt and provide your AP team with the documentation they need to complete a successful three-way match.

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

Product catalogs allow team members to 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.

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.

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

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

Easily import vendors into Procurify along with critical information such as their 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 your important purchasing and financial documents. No more chasing after purchase requisitions, expense requisitions, receipts, vendor information, purchase orders, packing slips, quotes, invoices, bills, and payment records.

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

Eliminate error-prone manual processes by automatically emailing vendors with purchase orders.

Team members can forward their invoices to a unique email address, centralizing invoices within a single inbox. Optical Character Recognition (OCR) technology converts invoices automatically 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 purchase order, speeding up the manual bill creation process.

Bills automatically flow to the next set approver based on pre-configured workflows. Conditions include things like the bill’s 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, and a centralized repository for all relevant documents gives your accounting team the confidence they need to pay 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 within Procurify.

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

Customers can easily sync approved bills from Procurify into NetSuite, ensuring that NetSuite is their central source of truth for financial records.

Make ACH payments to vendors after a bill is approved, accurately and on time. Reduce the amount you are paying for additional payment platforms and start managing your payments with Procurify’s payments module.

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, and which still need to be paid, providing a centralized view of payment statuses.

Instantly sync approved bills and completed ACH payments from Procurify into QuickBooks Online. Set which fields you want synced from Procurify into QuickBooks Online beyond the default fields provided.

Customizable dashboards give approvers and purchasers unprecedented visibility to make more budget-informed decisions. Real-time insights empower you to 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.

Gain insight into purchase request volume and dollar amount spent over any given time period, by team member, location, or department. Understand your spend on a more granular level 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.

Easily place requests for the things you need while you’re on the go. Upload a picture of a deal, promotion, or applicable document and attach it to your purchase request. 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.

Manage all of your approvals on your mobile phone. 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 your purchasing and procurement processes wherever you are. With the Procurify Mobile App, you can view your vendors purchase orders on the go, while maintaining 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 instant notifications on your phone for things that are most important to you – whether an order has been denied, an item has been received, your name was mentioned in a comment, and beyond.

See a detailed breakdown of your organization’s spend in real-time from your mobile device. Tap into each budget to see a detailed breakdown and analysis. Pin your most critical budgets to your mobile dashboard for instant access.

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

Procurify’s NetSuite integration allows your team to capture and manage purchases and bills in Procurify while pushing your most critical financial records into NetSuite.

Procurify’s Slack integration helps you keep your business communications in one place. View notifications from Procurify that require your input (Slack desktop or mobile) to keep your team informed and moving quickly.

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

Single sign-on provides a seamless, one-click login for both web and mobile. Your System Administrator manages all logins across all applications from one secure platform, giving you the confidence that your company’s private information is always safe.

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