The complete budget-to-payment cycle
Eight stages, one record. Each stage is covered by a module you can use on day one.
- 1
Budget
Set budgets by department or category and see committed vs spent before you approve.
- 2
Request
Structured requests validated against budget the moment they are submitted.
- 3
Source
Qualify suppliers, run RFI/RFQ/RFP and compare responses side by side.
- 4
Approve
An Admin or Procurement Manager approves each request before the PO. Multi-level approvals (Business plan): coming soon.
- 5
Order
Approved decisions become purchase orders with supplier confirmation.
- 6
Receive
Partial receipts, stock on hand and internal demand tied to the same order.
- 7
Invoice
Invoices are matched to the PO and goods receipt, then approved before syncing to QuickBooks Online. Suppliers upload them in the portal.
- 8
Pay
Approved invoices export to QuickBooks with mapped fields.
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