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ProcureDesk

By ProcureDesk
0 out of 5 stars
ProcureDesk offers a centralized platform to create, approve, and track purchase orders and supplier bills. Set up approval workflows for purchase orders and bills with ProcureDesk, ensuring seamless 3-way matching. Sync all your data effortlessly with Xero for streamlined financial management.
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Listed for
2 years
May 2022
Key functions
Inventory
Bills and expenses

Overview

Our mission is to streamline and simplify the complexities of creating and approving purchase orders and supplier invoices, allowing you to focus on what truly matters—growing your business.

Simplifying Purchase Order Approval

Our platform enables you to set up customized approval workflows that align with your specific business rules and hierarchies. With our purchase order approval system, you can ensure that all orders are properly reviewed and approved in a timely manner.

Punchout Catalogs for Better Control

Managing multiple suppliers and product catalogs can be overwhelming. ProcureDesk integrates punchout catalogs, providing you with a seamless connection to your suppliers’ online stores. This ensures that you have real-time access to the latest product offerings and prices, all within the ProcureDesk platform.

Enhanced Invoice Processing with OCR

Processing supplier invoices manually is not only time-consuming but also prone to errors. ProcureDesk leverages Optical Character Recognition (OCR) technology to automate invoice data capture. This powerful feature extracts relevant information from invoices accurately and efficiently, minimizing the need for manual data entry. With OCR for invoices, you can reduce errors, accelerate processing times, and ensure that your financial records are always up-to-date.

3-Way Matching for Accuracy

Ensuring that your purchase orders, supplier invoices, and receipts are in sync is crucial for accurate financial reporting. ProcureDesk's 3-way matching feature automatically compares these documents, highlighting any discrepancies for review. This process helps to prevent overpayments, detect fraud, and maintain the integrity of your financial data. By automating 3-way matching, ProcureDesk ensures that your procurement processes are both efficient and accurate.

Detailed Expense Reporting

Understanding your company's spending patterns is key to effective financial management. ProcureDesk offers robust expense reporting capabilities that provide detailed insights into your procurement activities. Our platform generates comprehensive reports that highlight spending trends, supplier performance, and budget compliance.

Seamless Integration with Xero

ProcureDesk seamlessly integrates with Xero, one of the leading cloud-based accounting software solutions. This integration ensures that all your procurement data, including purchase orders, supplier invoices, and expense reports, is automatically synchronized with your Xero account. By connecting ProcureDesk with Xero, you eliminate the need for manual data entry, reduce the risk of errors, and ensure that your financial records are always accurate and up-to-date. You can manage multiple Xero companies with one login.

ProcureDesk
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ProcureDesk + Xero

ProcureDesk offers a seamless integration with Xero, ensuring your procurement data is always synchronized and up-to-date. Our integration is designed to provide you with a hassle-free experience, pulling in all the necessary data from Xero to create a unified and efficient procurement process.

Automated Data Syncing

With ProcureDesk, you can create purchase orders and bills within our platform and have them automatically synced to Xero. This automatic syncing eliminates the need for manual data entry, reducing the risk of errors and ensuring that your financial records are always accurate.

Chart of Accounts Synchronization

We pull your complete chart of accounts from Xero, allowing you to categorize expenses accurately and consistently across both platforms. This synchronization ensures that all financial transactions are recorded correctly, facilitating seamless financial reporting and analysis.

Projects and Tracking Categories

ProcureDesk integrates with Xero's projects and tracking categories, enabling detailed expense tracking and reporting. You can assign specific projects and categories to your purchase orders and bills in ProcureDesk, ensuring that all costs are tracked precisely and can be easily analyzed in Xero.

Supplier Integration

Our integration includes the automatic import of your suppliers and payment terms from Xero. This ensures that all your procurement activities in ProcureDesk reflect the agreed-upon terms with your suppliers, helping you manage cash flow more effectively and maintain good supplier relationships.

Flexible Approval Workflows

ProcureDesk provides flexible workflows to support your unique approval requirements. You can set up customized approval processes that align with your business rules and hierarchies, ensuring that all purchase orders and bills are properly reviewed and approved before they are synced to Xero. This not only enhances control over spending but also provides better visibility into your procurement activities.

Seamless User Experience

The integration between ProcureDesk and Xero is designed to provide a seamless user experience. Our intuitive interface ensures that you can manage your procurement activities effortlessly, with all the data you need at your fingertips. Whether you are creating purchase orders, matching bills, or generating reports, ProcureDesk and Xero work together to streamline your workflow.

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Additional info

Shared data

Xero
ProcureDesk
Accountsshared from Xero to ProcureDesk
Purchase Ordersshared from Xero to ProcureDesk and from ProcureDesk to Xero
Invoicesshared from Xero to ProcureDesk
Contactsshared from Xero to ProcureDesk

Functions

InventoryBills and expenses

Industries

Accounting

App details

By ProcureDesk
Added in 2022

Countries

Australia, Canada, New Zealand, United Kingdom, United States

Languages

English

Support

Setup walkthroughContact supportsupport@procuredesk.com

Follow

LinkedIn

Get started with ProcureDesk

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