TrustRadius: an HG Insights company

Procurify

Score9 out of 10

6 Reviews and Ratings

What is Procurify?

Procurify is a cloud-based purchase order approval workflow software. It is used by organizations of all sizes to track purchase orders from creation to final delivery.

Procurify simplified our approval process across many locations and managers.

Pros

  • Workflow, ease of getting items to the person that is needed to approve.
  • Delegation, ease of setting up a temporary approver while a user is out on vacation.
  • Emailing PO's to vendors, don't have to save then email. Can email directly from Procurify.

Cons

  • Not requiring a budget to start the new year. We never have our budgets ready by 1/1.
  • Easier to add new locations, as we are fast growing property management company. We set up locations for each property.
  • Easier to export / import to QuickBooks.

Return on Investment

  • We saved time and got things approved quicker by using Procurify for invoice approvals.
  • Time was saved and expenses were reimbursed quicker.

Other Software Used

Microsoft Dynamics 365 Business Central (formerly Dynamics NAV), QuickBooks Desktop Enterprise

Procurify is the best SaaS solution we have ever bought.

Use Cases and Deployment Scope

We have automated many functions but our best project was automating the purchasing process. Prior to Procurify, we used spreadsheet templates for every purchase, then these were signed off on various levels, then would then need to be retyped into a PO, retyped into accounting to pay bills and there was no clean way to monitor the process.

With Procurify, requesters choose items from a catalog or input a one-time purchase. Approvals are routed to approvers (I approve on my mobile phone anywhere in the world). PO's are then auto-created and sent. Purchasing marks item arrivals (which are auto-sent to requesters). Bills are matched against what has actually arrived. Bills are then imported into Quickbooks for payment. Could not be better!

Thank you Procurify!

Pros

  • Organizes the flow of purchasing
  • Ensures accurate billing
  • Allows us to timely pay vendors

Cons

  • Would like automation of bill import in Quickbooks Desktop so that I am not involved in the process. But, that being said, it is not difficult to import.

Most Important Features

  • Easy processing of requests
  • Fast delivery of PO's to vendors
  • Accurate matching of bills to what is actually received
  • Import of bills into Quickbooks

Return on Investment

  • ROI has been mostly about speed - the old purchasing methodology was SLOW. With Procurify, purchasing is fast and accurate.

Great product

Use Cases and Deployment Scope

Creating Purchase Orders for multiple site locations so that there is only one point of purchasing. This streamlines the order process, helps the vendors so there are minimal points of contact. We also use it to help with the finances and track how much had been spent to stay within budget.

Pros

  • Product catalog.
  • Approval routings.
  • PO Punch-out for some vendors.

Cons

  • Ability to have concurrent budgets open for different years.
  • Inventory capability.
  • Switch items on a requisition to a catalog item before cutting the PO.

Most Important Features

  • Easy of use.
  • Financial tracking.
  • Approval routing.
  • Product catalog.
  • Punch out to vendors.

Return on Investment

  • Financial tracking to spend less.
  • Ability to track and report budgets for multiple locations.

Other Software Used

QuickBooks Desktop Enterprise, SAP Access Control, Workday Financial Management/Revenue Management