Procurify

Procurify standardizes request-to-payment purchasing so finance and procurement teams can control approvals, budgets and spend.

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Overview

Employees submit purchase requests and expenses from desktop or mobile; requests route to approvers by location, department or budget; approved requisitions become electronic purchase orders sent to vendors. Teams receive items, store contracts, manage vendors, track budgets and run real-time spend reports, with bills, payments and spending cards available as additional products. Pricing is quote-based and modular.
More product details

Product

Demo Url
procurify.com/product-tour
Solution Kind
Platform

Who it is for

Industries
  • Manufacturing
  • Healthcare
  • Education
Organization Types
  • Business
  • Nonprofit
  • Education

Features

Spend Management

Real-time spend visibility across locations, departments and account codes

Budget categories tracked monthly, quarterly or annually

More details & conditions: Spend Management

Approve requests by budget

Categories: Purchasing

Requisition Management

Create, edit and submit purchase requests on desktop or mobile

Shop on a vendor website and add items as a pending PO for approval

Categories: Purchasing

Invoice Processing

Delivery method: Paid add-on

Invoices become draft bills automatically

Two- and three-way matching with exceptions flagged for review

Categories: Purchasing

Purchase Order Management

Create, edit and send electronic purchase orders to vendors

Approved requisitions automatically become editable POs

More details & conditions: Purchase Order Management

Recurring and blanket POs with automatic vendor emailing

POs viewable on mobile

Categories: Purchasing

Supplier Management

Centralized supplier information, terms and communications

Vendor request form and approval

More details & conditions: Supplier Management

Unlimited vendor documents

Categories: Purchasing

Catalog Management

Catalogs of approved items and bundles with custom access and CSV export

PunchOut shopping that keeps orders in the approval flow

Categories: Purchasing

Spend Analysis

Interactive dashboards with drill-down and scheduled reports

Real-time views by vendor, user or department

Categories: Purchasing

Receipt Management

Delivery method: Paid add-on

Photo capture of receipts attached to expense reports

Expense allocation

More details & conditions: Receipt Management

Records kept for tax, audits and financial reporting

Categories: Expense Report

Expense Tracking

Delivery method: Paid add-on

Track incoming and pending expenses against budgets

Expense trends by category or department

More details & conditions: Expense Tracking

Audit-ready records of employee expenses

Categories: Expense Report

Mobile Receipt Upload

Delivery method: Paid add-on

Snap a photo of a receipt on mobile

Attach it to an expense report

More details & conditions: Mobile Receipt Upload

Same form and approval routing as on desktop

Categories: Expense Report

Spend Control

Delivery method: Paid add-on

Track incoming and pending expenses against budgets in real time

Custom expense categories and spending limits by role

More details & conditions: Spend Control

Automatic policy enforcement with real-time violation alerts

Spending Cards with built-in limits

Categories: Expense Report

Reimbursement Management

Delivery method: Paid add-on

Approved expense reports flow into QuickBooks, NetSuite or Sage Intacct

Spending Cards reduce the need for reimbursements

Categories: Expense Report

Show all details (21)

Approval Process Control

Delivery method: Paid add-on

Route requests automatically to the right approver based on organizational rules

Configurable approval hierarchies

More details & conditions: Approval Process Control

Audit trail of actions taken

Categories: Expense Report

Expense Claims

Delivery method: Paid add-on

Submit standardized expense requests from desktop or mobile with a receipt photo

Allocate expenses and route them to the right approver

More details & conditions: Expense Claims

Reflect approved expenses in the chart of accounts against budgets

Categories: Expense Report

Requisition Management

Create, edit and submit purchase requests on desktop or mobile

AI Intake for Orders auto-fills line items and codes from an uploaded vendor quote

More details & conditions: Requisition Management

Status notifications by email, mobile and Slack

Categories: Procurement

Supplier Management

Vendor request form and approval before a vendor is added

Import vendor data synced with ERP and accounting systems

More details & conditions: Supplier Management

Unlimited vendor documents in a central repository

Categories: Procurement

Spend Management

Real-time spend visibility across locations, departments and account codes

Budget categories tracked monthly, quarterly or annually

More details & conditions: Spend Management

Approve purchase and expense requests by budget

Categories: Procurement

Vendor Management

Vendor setup details and preferred-supplier flagging

Vendor documents stored centrally

Categories: Procurement

Spend Analysis

Interactive dashboards with drill-down and scheduled reports

Real-time views by vendor, user or department

More details & conditions: Spend Analysis

Spend Analyst AI assistant answers spend questions from your own data

Categories: Procurement

Invoice Processing

Delivery method: Paid add-on

Invoices land in one inbox and become draft bills automatically

Two- and three-way matching with exceptions flagged for review

More details & conditions: Invoice Processing

Approved bills paid by ACH, wire or check in the U.S. and EFT in Canada

Categories: Procurement

Catalog Management

Catalogs of approved items and bundles with custom access and CSV export

Suggested items from preferred vendor catalogs

More details & conditions: Catalog Management

PunchOut shopping on supplier sites inside the approval flow

Categories: Procurement

Workflow details

Three Way Match
Yes

Categories: Purchasing · Procurement

Policy
  • Name
    Expense policy enforcement
    Scope
    Expense & Card
    Description
    Custom expense categories, spending limits by role, automatic enforcement during submission and approval, and real-time alerts for policy violations

Categories: Expense Report

Technical details

API

Programmatic access
Yes
Protocols
  • REST

Deployment

Client Channels
  • Browser
  • Mobile app
  • API

Implementation

Delivery Mode
  • Vendor

AI

Use Cases
  • Invoice data extraction
  • Information extraction
  • Knowledge question answering

Security

Access Models
  • Role based
Assurances
  • Kind
    Certification
    Standard
    SOC 2 Type 2
  • Kind
    Self declaration
    Standard
    GDPR compliance

Support

Channels
  • Email
  • Phone
  • Chat
  • Knowledge base
Human Availability
Human staffed
Yes
Included In Plan
Yes
Training Formats
  • Documentation
  • Video

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