Budget management
Give approvers the budget context they need when reviewing a request.
- Organize budgets by project or department
- See committed and remaining funds
- Review spending before approval
Product features
Know what’s being spent. Keep work moving.
Give your team a clear path from purchase request to approval, with budgets and supporting records in the same workflow.
Find what your team needs
Explore the workflows and practical support available to your organization.
Purchasing records
Keep approvals and supporting documents connected to the purchase.
- Follow the purchase history
- Keep attachments with their order
- Review records for audit preparation
QuickBooks integration
Connect purchasing with your accounting workflow and reduce repeated data entry.
- Connect your accounting data
- Keep purchasing and finance aligned
- Review the setup with our team
Policy compliance
Explore how your purchasing policy can inform the checks your team makes on each request.
Explore policy complianceCompliance updates
Explore the monitoring service for keeping up with changes affecting grant-funded purchasing.
Explore compliance updatesLive product demo
See how requests, approvals, suppliers, and invoices fit together. Bring your own workflow questions.
Explore live product demoBuilding Blocks series
Feature explainer videos
Short videos showing how each part of the purchasing workflow works. Most run about a minute.
Budget management
See budget context before approving purchases. Track committed spend and remaining funds.
Explore budget managementApprovals
Auto vs manual routing, approval limits, and self-approval rules for your purchasing workflow.
Smart approval flows
Intelligent routing that adapts approval workflows based on purchase amount, department, or project.
Purchase orders
From request to approval to PO record. Keep the main purchasing workflow connected.
Allocations
Split spend across budgets, departments, or projects on a single purchase line.
Suppliers
Manage supplier lists, products, and portals. Set up purchasing before requests come in.
Invoices & Scan & Match
Capture invoices and match them to purchase orders. Keep finance and purchasing aligned.
Deliveries
Receiving and fulfillment against purchase orders. Track what arrived and when.
QuickBooks Online
Connect purchasing with your accounting workflow. Reduce repeated data entry between systems.
Explore quickbooks onlineXero
Buy in ProcurementExpress, keep the books in Xero. Approved POs sync as purchase orders and invoices become bills.
Audit reports
Keep purchase details, approvals, and supporting documents together for audit preparation.
Explore audit reportsPolicy compliance
Grant-specific compliance tracking. AI checks purchases against the right rules for each funding source.
Explore policy complianceRequest for quote
Invite suppliers to quote, compare like for like, and award the winning bid as a purchase request.
Mobile
Create and approve purchase requests on the go. Full mobile app for iOS and Android.
Batch payments
Process payables efficiently. Batch payment workflows for finance teams managing multiple vendors.
Multi-company
One login across every entity. Switch companies without signing out, with a separate setup for each.
Lightyear
Connect invoice processing and three-way matching. ProcurementExpress handles POs and approvals; Lightyear manages invoices and accounting sync.
A shared view of purchasing
See spend, purchase order status, and budgets from the dashboard.
SEE IT WITH YOUR TEAM
Bring your purchasing
under control.
Walk through your budgets, approvals, and reporting needs with us.