Overview
PrNamed #1 procurement system by Software Advice for FrontRunners 2024, Precoro helps businesses centralize and automate their purchasing workflows.
Create purchase orders instantly with punchout catalogs, tailor approval workflows to fit your needs, and use OCR for effortless invoice management. Let the Precoro and Xero 2-way integration handle your data tasks, so you can focus on what matters most.
Key features and capabilities:
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For Approvers — 2,5x faster approval workflow
Reduce approval chasing to zero. With Precoro’s smart approval routing and native mobile app, users can authorize requests from anywhere, anytime. Once approved, purchase orders and invoices automatically sync with Xero, removing manual work from your shoulders.
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For Procurement — 38% shorter purchase cycle time
Purchase smarter and faster. Precoro centralizes all suppliers and contracts while syncing with Xero. With easy access to data, you can negotiate better pricing and accurately forecast demand. Plus, leverage PunchOut catalogs to streamline ordering from your preferred suppliers.
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For Controllers — Up to 7% budget savings annually
Gain real-time visibility into cash flow and effectively manage corporate expenses with Precoro. Prevent maverick spending and stay within budget limits with Precoro’s flexible budgeting, three-way matching, comprehensive reporting, and detailed audit trails.
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For the whole team — Built to enhance your workflow seamlessly
Centralize procurement across subsidiaries and automate processes to free up your team for business growth. With Precoro’s user-friendly workflows, you’ll reduce administrative burdens and empower everyone to make informed purchasing decisions from day one.
Precoro + Xero
Precoro + Xero 2-way Integration
Precoro’s seamless 2-way integration with Xero keeps your financial and purchasing data perfectly in sync. Automate purchase orders, customize approval workflows, and track your spending in real time—all in one place. Access insightful reporting to make informed decisions that drive your business forward.
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Intuitive connection and easy adoption
Connect your Precoro and Xero accounts via a link or a simple click of a button. Choose import options by ticking a few boxes, and you're ready to roll. Our customer success team will help you at each integration stage, from data mapping to staff training.
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Sync POs, bills to pay, suppliers, and more
Create, approve, revise, or cancel purchase orders and invoices in Precoro, and they’ll automatically sync with Xero. Sync tracking categories, items, chart of accounts, taxes, supplier contacts, inventory — everything you need.
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Fully configurable documents
Tailor the documents you sync to Xero, including notes and attachments, with no limits on custom fields for purchase orders and other key documents. Maintain flexibility without sacrificing control over your data.
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Built to keep your data secure
Easily configure the approval workflows and assign appropriate access levels for each employee. Ensure secure logins with SSO and two-factor authentication.
Getting started
- To connect Precoro to Xero, follow the prompts in Precoro's settings and authorize the connection. Please, note that you’d need Administrator-level permissions in both Precoro and Xero to enable this integration.
- Once it’s done, you can choose the types of data you want to import from Xero. You can import Chart of Accounts, Tracking Categories, Suppliers, Items, and Tax Rates.
- Choose the document type you’d like to sync—either Approved Purchase Orders or Approved Invoices (which will be pushed to Xero as bills to pay).
- Click "Save" and enjoy transparent, seamless, and automated purchasing and accounting operations.
