Trace Spend

Make life easier for teams that buy things.

Get business spending done in half the time with fewer manual steps, greater compliance, and earlier visibility for finance and procurement.

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Don’t let a purchase request bring business to a halt.

Simplify the journey from plan to PO
Before Trace
After Trace
Before Trace
After Trace

Take in purchase requests, the smart way.

No more taking requests by email, Slack or Jira. Make your purchase process easy with smart workflows.

  • Take in all requests in one place, with one workflow.
  • Ask just a few questions at a time, like a conversation.
  • Allow vendors and contracts to be added now or later.
  • Build and update bottom-up purchase plans as you go.

Get project plans out into the open.

When people plan projects, like a marketing event, they often  loop in procurement and finance at the last minute. The solution: Trace project requests.

  • Set aside lump sums for projects and programs.
  • Get budget approved early, before knowing the details.
  • Apply purchases to projects as they come in

Ensure fast, compliant approval chains.

Purchase approvals can involve procurement, IT, legal, finance, and more. Loop everyone in with dynamic workflows.

  • Trigger custom review cycles for each type of purchase.
  • Choose to have approvals occur in sequence or in parallel.
  • Connect to favorite tools like Jira, Vendr, and Ironclad.
  • Automatically create and send the PO.

Keep track of vendors, contracts, and renewals

Duplicate vendor records? Missing contracts? Accidental software renewals? Get your house in order with organized purchase operations.

  • Keep vendor records clean and in-sync with your ERP.
  • Give contracts a home where everyone can find them.
  • Get alerts when software is up for renewal.

Collaborate in one place

Empowered employees make better spend decisions. Make Trace your “front end for finance”—command central for team comments, questions, notifications, and changes.

  • See status updates without having to ask
  • Check the budget impact of your purchases and projects
  • Keep an audit trail of changes

Connect planned spend with budgeted and actuals.

It takes a lot of work to understand what happened between the budget and the accounting report. Let alone share that info with business partners. Not anymore.

  • Integrate data sources into one connected view of spend.
  • See POs, bills, and payments all in one place.
  • Drill all the way down to the G/L transaction from anywhere.