Precoro can help your business
Manage operations
- Maintain suppliers or partners contacts details
Manage accounts, cash flow and finance
- Receive invoices or bills
Tasks for Accountants and Bookkeepers
- Manage data and documents
- Review or adjust record keeping
- Inventory management
Overview
Precoro empowers businesses by connecting requesters, approvers, procurement managers, and accounting in one easily manageable space.
Our fully-customizable platform helps sync and automate purchasing and spend management activities, documents, and data.
Key features and capabilities:
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For Approvers — 2,5x faster approval workflow
Customize purchasing workflows and improve decision-making with Precoro's smart approval routing rules and on-the-go approvals. Remove approval hassle, revisions, and manual data entry from your accounting team's agenda, automatically syncing approved Invoices or POs with Xero.
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For Procurement — 38% shorter purchase cycle time
Build stronger relationships with suppliers, manage contracts and fulfill your employees' requests in time. Sync Charts of accounts, contracts, payments, and items between Xero and Precoro and see the whole picture in Precoro.
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For Controllers — Up to 7% budget savings annually
Improve cash flow transparency and control corporate expenses in real-time. Say no to maverick spending and exceed budget limits with Precoro's flexible budgeting capabilities, automated alert, 3-way matching, reporting, and audit trail.
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For the whole team — Built to enhance your workflow seamlessly
Eliminate manual work and inefficient processes by connecting Precoro directly to your favorite business tools. Approve from Slack, email, or mobile phone. Log in securely with Xero login, Google login, or your SSO. Add Amazon Punch-In to let your employees shop directly on Amazon and build custom reports in PowerBi.
Precoro + Xero
Precoro + Xero 2-way Integration
Seamless 2-way Integration between Precoro and Xero allows you to sync financial and purchasing data. Using this connection, you get customizable approval workflows, transparent spending management, and real-time reporting.
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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
Whether you create, approve, revise, or cancel invoices and purchase orders in Precoro, they'll match up in Xero. Sync tracking categories, items, chart of accounts, taxes, supplier contacts, inventory — everything you need.
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Fully configurable documents
Choose the documents you'd like to pull to Xero and configure them the way you want, notes and attachments included. Don't compromise on your data exchange: there's no limit on item custom fields in Precoro.
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Built to keep your data secure
Set up any approval workflows you need, choose what access level each employee should have, and make sure they log in securely. Precoro fully supports SSO and 2-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 types of data you want to import from Xero. You can import Chart of Accounts, Tracking Categories, Suppliers, Items, and Tax Rates.
- Choose what document type you’d like to sync between Precoro and Xero: Approved Purchase Orders or Approved Invoices (pushed to Xero as bills to pay).
- Click "Save" and enjoy transparent, seamless, and automated purchasing and accounting operations.
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best procrurement / purchasing software
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