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Automatically route to managers, budget-owners, and FP&A for budget analysis and review.
If conditions are met kick-off a sourcing event, we’ll collect information and help create a project.
If we're onboarding a new vendor, we’ll collect information and create a review for Security, Accounting, or more.
For new contracts, we’ll handle intake to kick-off the process with Legal, then collect key contract terms after execution.
Once the appropriate reviews are done, we’ll automatically create a PO and sync for AP automation.
"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.
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.
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.
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.
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.
