The multi-tasking procurement app for multi-tasking teams.
Roll budget management, procurement workflows, and spend analytics into one solution. Streamline spending for budget owners and the teams that support them.
Purchase approvals can involve procurement, IT, legal, finance, and more. Loop everyone in with dynamic workflows.
Sequential or Parallel Approvals
Choose to have approvals occur in sequence or in parallel.
Integrations
Connect to favorite tools like Jira, Vendr, and Ironclad.
Purchase Orders
Automatically create and send the PO.
Review Policies
Create multi-step protocols for getting review cycles in motion for each type of purchase.
Complex Conditions
Trigger required form fields and review rules based on even the most complex conditions.
Integrations
Connect with the solutions your team love.
Trace marries spend requests with your favorite tools for planning, sourcing, legal and IT reviews, and bills and payments. Giving you one straight view from plan-to-pay.
Plan spend for whole projects, like marketing events, and keep procurement and finance in the loop from the beginning.
Set aside lump sums for projects and programs
Apply purchases to projects as they come in
Get budget approved early, before knowing the details
Dashboard & Analytics
Connect planned spend with budget 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.
General Ledger Drill-Down
Click three levels deep into any number on your Trace spend analysis report to drill down to the source transaction.
Budget vs Forecast Analysis
Pull up the numbers on budget, actual, and forecasted spend and filter by any dimension.
Budget Dashboard
Get a complete picture of spending over time.
Enterprise Grade Capabilities
Keep sensitive information secure and private.
Custom Fields
Add your own custom fields to Trace to make sure you collect the right information for your company.
Advanced Roles & Permissions
Restrict access with customizable roles and conditional permissions.
Premium Onboarding
Complex integrations or workflows? Our implementation specialists go deep to make sure your project is successful.
Change Management Services
Leverage our expert team to learn how to set up world class operations and get your teams trained and onboarded.
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