Route to manager, budget-owner, and FP&A business partners for budget appropriation and review.
If the spend category and purchase amount trigger a sourcing event, we’ll help collect information and create a project.
If the spend category, vendor, and use case trigger a vendor review, we’ll collect information and create a ticket for Security.
If the contract and the amount triggers a contract review, we’ll route to kick-off a review and redline from Legal.
Once the appropriate reviews have been completed and approved, we’ll automatically create a PO and send to the ERP for AP automation.
Trace integrates with Sage Intacct to streamline purchase operations and dramatically improve financial analysis. By connecting Trace and Sage Intacct, FP&A, Procurement, and Accounting teams can put purchase operations on autopilot, get deeper, faster analytics, and be better business partners.
Beyond giving our customers the tools they need, we also want to share the insights and learnings they can use to drive success. To that end, we’ve created Finance Ace, a community hub for Finance teams – and made it available to anyone, customer or not.