Purchase

Deliver modern purchase operations from plan-to-pay.

Move past siloed workflows and simplify the purchasing experience for your business partners. Built for fast adoption and scale, Trace is easy to setup and enterprise-ready.

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Orchestrate end-to-end procurement processes.

Move past siloed workflows and manual work. Our plan-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 approval.

Sourcing

Run sourcing projects to capture value and improve vendor performance.

Vendor Assessment

Conduct vendor reviews for security and compliance, then start vendor onboarding.

Contract Review

Kickoff contract reviews and collaborate on contract terms to stay alert and analyze financial impact.

Purchase Order

Automatically create POs and sync them to your ERP for AP automation.

Learn more about our key workflow features.

PROJECTS

Capture project plans earlier.

Make it easy for budget owners to request lump sums for projects and tag purchases to projects as they come in. It's fast for the budget owner, easier than keeping separate project spreadsheets and improves forecasting visibility for everyone.

Purchase Request

Simply the best purchasing experience.

Guide employees with a smart and flexible way to request purchases, new vendors, and contracts. Make it easy for employees and automate work for key stakeholders.

REVIEW

Orchestrate purchase programs and automate compliance.

Coordinate activities for Finance, Legal, Security and any other purchase stakeholder with dynamic workflows. Give visibility, improve collaboration, and deliver a simple end-to-end purchase experience.

Order

A new take on the PO-process.

We sunset the “PO-process” by re-thinking purchasing from the ground up. Built to master today’s most important spend categories – subscriptions, services, fixed assets and more.

Vendors & Contracts

Lifecycle management for your vendors and contracts.

Track everything related to your vendors and never miss a beat. Trace helps you save time and reduce risk by giving you the tools you need to request, audit, and analyze your vendors and contracts.

Unleash the insights.

View what’s been approved, budgeted, and spent. Drill down to the invoice level. Roll up to a presentation-ready view. It’s all in Trace.

See new spend insights.

Connect your ERP and get immediate insight into your spending. See multiple dimensions, filter time periods, and change reporting groups, all in-the-moment. Stop all the clicks and waiting for reports to run.

Generate budget dashboards for modern collaboration.

Share pre-built budget dashboards with your budget-owners for modern collaboration. Usable for all levels of experience with depth to deeper spend analysis for more advanced executives.

Get dynamic BvA reports.

Eliminate time-consuming report building and analysis with snappy variance reports and deep drill-down capabilities. Share beautiful reports with your budget-owners and improve collaboration.

G/L Drill-Down

Click three levels deep into any number on your Trace spend analysis report to drill down to the source transaction so that you can quickly investigate anomalies.