Simplify purchasing and budget-management.

Trace is the smartest, most collaborative way to manage budgets, make purchases, and understand your business’ financial performance. Built for Finance teams that want to simplify their processes and delight their budget-owners and purchasers.
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The first Budget-to-Pay platform.

Sunset your old PO-process and move past siloed workflows and manual work. Our Budget-to-Pay solution guides employees with a delightful experience from budget request to PO, and everything in between.

Budget Request

Automatically route to managers, budget-owners, and FP&A for budget analysis and review.

Sourcing

If conditions are met kick-off a sourcing event, we’ll collect information and help create a project.

Vendor Assessment

If we're onboarding a new vendor, we’ll collect information and create a review for Security, Accounting, or more.

Contract Review

For new contracts, we’ll handle intake to kick-off the process with Legal, then collect key contract terms after execution.

Purchase Order

Once the appropriate reviews are done, we’ll automatically create a PO and sync for AP automation.

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Get free budget and spend analytics in a snap.

Connect your systems and automate reporting with presentation-ready analysis. Deep-dive from high-level summaries all the way down to purchase level details with ease. With Trace's lightning-fast analytics, you can answer questions faster, generate new insights, and improve decision-making.

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Our leading customers

"Trace shared our vision for a spend management platform built to handle the complexities of a modern-day technology business – subscriptions, services, goods, etc. Trace enables collaboration across our business lines and encourages robust information sharing across our organization. We couldn't be happier with our experience thus far with the Trace Team and the solution itself."

Lauren Carroll, Controller at Graham Allen Partners.

Enterprise-ready security & compliance.

SOC2 Certified

Trace is SOC2 Type 1 compliant. Our audit was completed based on the trust services criteria relevant to security and confidentiality set forth in TSP 100, 2017 Trust Services Criteria for Security, Availability, Processing Integrity, Confidentiality, and Privacy.

AWS

Trace uses Amazon Web Services (AWS) for the hosting of staging and production environments. AWS data centers are monitored by 24×7 security, biometric scanning, video surveillance and are SOC 1, SOC 2, and SOC 3 certified.

SSO

Single Sign-on (SSO) allows you to authenticate users in your own systems without requiring them to enter additional login credentials. Authenticate through Okta, Google, Microsoft, and more.

  • Data Permissions & Access
  • Vulnerability Scanning
  • Incident Response
  • Training
  • Policies
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Learn about the benefits for all purchase stakeholders.

Trace is a smarter workflow for modern procurement operations. Transform your business with faster and more collaborative purchasing.

Built by Finance, for Finance.

At Trace, we are financial operators, technologists, and students of business. We've done the late nights in board season, led painful restructurings, and have seen hard work turn into success. We love the craft and believe making finance simple and accessible is fundamental to operating success.

All of our employees participate in finance-related Learning & Development and take introductory Finance & Accounting classes. We're proud to be creating innovative products for Finance teams.

To support members in our community, Finance Ace, we invest in building free tools, templates, and guides for finance operators at every stage. Members of Finance Ace get free access to all our resources and the community learning center.

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See Public Company Benchmarking Analysis

250+ companies
Advanced segmentation
Key business metrics
Relative x-axis scales
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Favorites from the Finance Ace Library.

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Using another ERP or want to chat? Get in touch to learn more.

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