Entdecken Sie die Funktionen von Precoro
Entwickelt für mittelständische Banken und Finanzinstitute
Regulierungsbehörden fordern eine lückenlose Dokumentation über alle Filialen und Tochtergesellschaften hinweg. Precoro vereint Bestellungen, Genehmigungen und Rechnungen in einem System und bietet einen zentralen Referenzpunkt für die Beschaffung im Bankwesen. Das Multi-Entity-Reporting bleibt einfach, präzise und konform.
Bank-Controller benötigen keine auffälligen Dashboards – sie brauchen Belege, die die Beschaffungstransformation im Bankwesen vorantreiben. Mit Precoro können Sie Ausgaben anhand von über 150 Datenpunkten analysieren – nach Filiale, Abteilung, Projekt, Kontencode, Lieferant und mehr – und das in Echtzeit.
Jede Bestellung, jeder Beleg und jede Rechnung bleibt an einem Ort verknüpft, sodass Sie den Prüfern bei einer Revision einen lückenlosen Nachweis vorlegen können. Der Monatsabschluss ist kein Kraftakt mehr, da jede Zahl im Beschaffungswesen des Bankensektors erfasst ist.
In der Beschaffung im Bankwesen kann ein einzelner Einkauf außerhalb des Vertragsrahmens oder eine verdächtige Lieferantenzahlung schnell zu regulatorischen Problemen führen. Precoro stoppt dieses Risiko an der Quelle. Teams bestellen nur aus vorab genehmigten Katalogen, die an ausgehandelte Verträge gebunden sind, sodass keine ungeprüften Lieferanten zum Zuge kommen.
Tarife bleiben fixiert, nicht genehmigte Ausgaben werden blockiert, bevor sie die Kreditorenbuchhaltung erreichen, und die Leistung der Lieferanten kann direkt verglichen werden. Betrug in der Bankbeschaffung wird frühzeitig unterbunden, und alle Mittel bleiben unter Kontrolle.
Die meisten Betrugsfälle treten im Stadium der Rechnungsstellung auf. Precoro schließt diese Lücke in der Beschaffung im Bankensektor. Rechnungen werden automatisch mit Bestellungen und Belegen abgeglichen, wobei KI-gestützte Prüfungen Duplikate oder abweichende Beträge vor der Zahlung markieren.
Wiederkehrende Ausgaben können mit Rahmenbestellungen automatisiert werden, sodass Mitarbeiter keine Zeit mit der erneuten Dateneingabe verschwenden. Controller sehen ein sauberes Hauptbuch, und doppelte Rechnungen gelangen nie am Bankbeschaffungssystem vorbei.
Banken arbeiten mit mehreren Kostenstellen, Einheiten und Niederlassungen – jede mit eigenen Regeln. Das macht es fast unmöglich, die Ausgaben in ihrer Gesamtheit zu überblicken. Precoro zentralisiert die Beschaffung im Bankwesen in einem einzigen System und ermöglicht es Ihnen dennoch, bei Bedarf lokale Budgets, Genehmigungsregeln und Berichte festzulegen. Wechseln Sie sofort zwischen den Einheiten, verfolgen Sie Ausgaben bis hin zum Kontencode und setzen Sie Richtlinien durch, ohne die lokale Flexibilität einzuschränken.
Zahle genehmigte Rechnungen direkt in Precoro, ohne zwischen verschiedenen Systemen zu wechseln oder auf manuelle Workarounds angewiesen zu sein. Statt mit Tabellen, Banking-Portalen und getrennten Buchhaltungstools zu arbeiten, können Finanzteams Zahlungen genau dort verarbeiten, wo Rechnungen geprüft und freigegeben werden.
Jede Zahlung bleibt vollständig mit der ursprünglichen Bestellanforderung, Bestellung und Rechnung verknüpft und sorgt so für vollständige Nachvollziehbarkeit über den gesamten Procure-to-Pay-Prozess. Dadurch wird der Abstimmungsaufwand reduziert, Fehler werden minimiert und sichergestellt, dass jede Zahlung mit dem genehmigten Budget und internen Richtlinien übereinstimmt.
Gib Teams eine einfache Möglichkeit, Geschäftsausgaben zu bezahlen, ohne persönliche Karten zu nutzen oder auf Erstattungen zu warten.
Statt manueller Nachverfolgung und verzögerter Rückzahlungen ermöglichen die Spending Cards in Precoro den Finanzteams, Zahlungen direkt im System zu steuern und auszustellen. Jede Transaktion wird automatisch erfasst und dem richtigen Budget zugeordnet, wodurch Echtzeit-Transparenz, bessere Kontrolle und weniger Verwaltungsaufwand entstehen.
DAS SAGEN UNSERE KUNDEN
Wie die Beschaffung im Bankensektor mit Precoro wirklich aussieht
MC
Accounting Lead
Financial Services
Great software! This [banking procurement] tool has been helping us a lot, getting our AP more organized, running reports as needed, and you can also customize pretty much everything. It's easy to use and a very complete software. Our account executive has been awesome and answered all our questions and concerns.
VU
Financial Services
Mid-Market (51-1000 emp.)
Precoro is A to Z. It allows us to streamline finance approvals by role, threshold, etc. Customizable fields and a simple user interface that covers what we need. We integrated Precoro into our vendor process as a seamless must-have, and buy-in was not difficult once users got into the platform.
RS
Finance Officer
Banking
User friendly and easy to use and navigate. Information and documents are easy to retrieve. Saves a lot of time. I love the feature which allows you to customize your own reports. Support is great and we receive quick feedback on queries. Approval workflow is very evident that promotes ownership and control.
KK
Finance Officer
Banking
Precoro customer survey experience has been good. Easy to use and support is very excellent when needed. Easy to use, [you can] build your own report, and it eliminates paperwork.
LB
Head of Finance
Small-Business (50 or fewer emp.)
Precoro is a simple and highly efficient vendor and expense management workflow system that is value for money. I couldn't recommend it more highly to any company looking for an easy-to-implement tool that is cloud-based, virtually plug-and-play, simple, and intuitive to use. We've saved enormous time and enhanced our internal controls environment substantially with the implementation of Precoro. High five to the team!
DC
Mid-Market (51-1,000 emp.)
Really love the simplicity of the [banking operations] system [in procurement]. I have found in the past how complicated and confusing PO systems can be which puts off people raising them. The simplicity of the system allows clarity and efficiency in what would usually be a complicated system. I really like the use of the budgeting tool, and the implementation team are very responsive and kind.
RK
Risk Management
Financial Services
Overall, I was very pleased with my experience and would recommend Precoro to anyone looking for a streamlined purchasing and tracking solution. The ability to purchase and track items in one place was extremely handy, and the interface was very user-friendly. Precoro is a great option for a comprehensive and user-friendly [banking procurement] tool to streamline our purchasing and track our spending.
KM
Senior Finance Manager
Small-Business (50 or fewer emp.)
My favorite thing about using Precoro is the people behind it. The system continues to be improved over time, and user feedback is really listened to. The interface is easy for folks who are not in the system often (approvers, etc.) Speaking of that, the approval workflow process is super easy. Many systems I have used in the past, I need a system admin to help create workflows, but this one is so easy that I can do it myself as a finance professional. It is easy to set up vendors, and they can easily use the POs we generate from the system. Overall, I would recommend this system to others for their AP needs.
PH
Head of Finance
Mid-Market (51-1000 emp.)
Precoro has propelled a paper-based procurement function into the modern age of efficient cloud software. Precoro's implementation and support are fantastic and helpful.
MC
Accounting Lead
Financial Services
Great software! This [banking procurement] tool has been helping us a lot, getting our AP more organized, running reports as needed, and you can also customize pretty much everything. It's easy to use and a very complete software. Our account executive has been awesome and answered all our questions and concerns.
VU
Financial Services
Mid-Market (51-1000 emp.)
Precoro is A to Z. It allows us to streamline finance approvals by role, threshold, etc. Customizable fields and a simple user interface that covers what we need. We integrated Precoro into our vendor process as a seamless must-have, and buy-in was not difficult once users got into the platform.
RS
Finance Officer
Banking
User friendly and easy to use and navigate. Information and documents are easy to retrieve. Saves a lot of time. I love the feature which allows you to customize your own reports. Support is great and we receive quick feedback on queries. Approval workflow is very evident that promotes ownership and control.
KK
Finance Officer
Banking
Precoro customer survey experience has been good. Easy to use and support is very excellent when needed. Easy to use, [you can] build your own report, and it eliminates paperwork.
LB
Head of Finance
Small-Business (50 or fewer emp.)
Precoro is a simple and highly efficient vendor and expense management workflow system that is value for money. I couldn't recommend it more highly to any company looking for an easy-to-implement tool that is cloud-based, virtually plug-and-play, simple, and intuitive to use. We've saved enormous time and enhanced our internal controls environment substantially with the implementation of Precoro. High five to the team!
DC
Mid-Market (51-1,000 emp.)
Really love the simplicity of the [banking operations] system [in procurement]. I have found in the past how complicated and confusing PO systems can be which puts off people raising them. The simplicity of the system allows clarity and efficiency in what would usually be a complicated system. I really like the use of the budgeting tool, and the implementation team are very responsive and kind.
RK
Risk Management
Financial Services
Overall, I was very pleased with my experience and would recommend Precoro to anyone looking for a streamlined purchasing and tracking solution. The ability to purchase and track items in one place was extremely handy, and the interface was very user-friendly. Precoro is a great option for a comprehensive and user-friendly [banking procurement] tool to streamline our purchasing and track our spending.
KM
Senior Finance Manager
Small-Business (50 or fewer emp.)
My favorite thing about using Precoro is the people behind it. The system continues to be improved over time, and user feedback is really listened to. The interface is easy for folks who are not in the system often (approvers, etc.) Speaking of that, the approval workflow process is super easy. Many systems I have used in the past, I need a system admin to help create workflows, but this one is so easy that I can do it myself as a finance professional. It is easy to set up vendors, and they can easily use the POs we generate from the system. Overall, I would recommend this system to others for their AP needs.
PH
Head of Finance
Mid-Market (51-1000 emp.)
Precoro has propelled a paper-based procurement function into the modern age of efficient cloud software. Precoro's implementation and support are fantastic and helpful.
MC
Accounting Lead
Financial Services
Great software! This [banking procurement] tool has been helping us a lot, getting our AP more organized, running reports as needed, and you can also customize pretty much everything. It's easy to use and a very complete software. Our account executive has been awesome and answered all our questions and concerns.
VU
Financial Services
Mid-Market (51-1000 emp.)
Precoro is A to Z. It allows us to streamline finance approvals by role, threshold, etc. Customizable fields and a simple user interface that covers what we need. We integrated Precoro into our vendor process as a seamless must-have, and buy-in was not difficult once users got into the platform.
RS
Finance Officer
Banking
User friendly and easy to use and navigate. Information and documents are easy to retrieve. Saves a lot of time. I love the feature which allows you to customize your own reports. Support is great and we receive quick feedback on queries. Approval workflow is very evident that promotes ownership and control.
KK
Finance Officer
Banking
Precoro customer survey experience has been good. Easy to use and support is very excellent when needed. Easy to use, [you can] build your own report, and it eliminates paperwork.
LB
Head of Finance
Small-Business (50 or fewer emp.)
Precoro is a simple and highly efficient vendor and expense management workflow system that is value for money. I couldn't recommend it more highly to any company looking for an easy-to-implement tool that is cloud-based, virtually plug-and-play, simple, and intuitive to use. We've saved enormous time and enhanced our internal controls environment substantially with the implementation of Precoro. High five to the team!
DC
Mid-Market (51-1,000 emp.)
Really love the simplicity of the [banking operations] system [in procurement]. I have found in the past how complicated and confusing PO systems can be which puts off people raising them. The simplicity of the system allows clarity and efficiency in what would usually be a complicated system. I really like the use of the budgeting tool, and the implementation team are very responsive and kind.
RK
Risk Management
Financial Services
Overall, I was very pleased with my experience and would recommend Precoro to anyone looking for a streamlined purchasing and tracking solution. The ability to purchase and track items in one place was extremely handy, and the interface was very user-friendly. Precoro is a great option for a comprehensive and user-friendly [banking procurement] tool to streamline our purchasing and track our spending.
KM
Senior Finance Manager
Small-Business (50 or fewer emp.)
My favorite thing about using Precoro is the people behind it. The system continues to be improved over time, and user feedback is really listened to. The interface is easy for folks who are not in the system often (approvers, etc.) Speaking of that, the approval workflow process is super easy. Many systems I have used in the past, I need a system admin to help create workflows, but this one is so easy that I can do it myself as a finance professional. It is easy to set up vendors, and they can easily use the POs we generate from the system. Overall, I would recommend this system to others for their AP needs.
PH
Head of Finance
Mid-Market (51-1000 emp.)
Precoro has propelled a paper-based procurement function into the modern age of efficient cloud software. Precoro's implementation and support are fantastic and helpful.
MC
Accounting Lead
Financial Services
Great software! This [banking procurement] tool has been helping us a lot, getting our AP more organized, running reports as needed, and you can also customize pretty much everything. It's easy to use and a very complete software. Our account executive has been awesome and answered all our questions and concerns.
VU
Financial Services
Mid-Market (51-1000 emp.)
Precoro is A to Z. It allows us to streamline finance approvals by role, threshold, etc. Customizable fields and a simple user interface that covers what we need. We integrated Precoro into our vendor process as a seamless must-have, and buy-in was not difficult once users got into the platform.
RS
Finance Officer
Banking
User friendly and easy to use and navigate. Information and documents are easy to retrieve. Saves a lot of time. I love the feature which allows you to customize your own reports. Support is great and we receive quick feedback on queries. Approval workflow is very evident that promotes ownership and control.
KK
Finance Officer
Banking
Precoro customer survey experience has been good. Easy to use and support is very excellent when needed. Easy to use, [you can] build your own report, and it eliminates paperwork.
LB
Head of Finance
Small-Business (50 or fewer emp.)
Precoro is a simple and highly efficient vendor and expense management workflow system that is value for money. I couldn't recommend it more highly to any company looking for an easy-to-implement tool that is cloud-based, virtually plug-and-play, simple, and intuitive to use. We've saved enormous time and enhanced our internal controls environment substantially with the implementation of Precoro. High five to the team!
DC
Mid-Market (51-1,000 emp.)
Really love the simplicity of the [banking operations] system [in procurement]. I have found in the past how complicated and confusing PO systems can be which puts off people raising them. The simplicity of the system allows clarity and efficiency in what would usually be a complicated system. I really like the use of the budgeting tool, and the implementation team are very responsive and kind.
RK
Risk Management
Financial Services
Overall, I was very pleased with my experience and would recommend Precoro to anyone looking for a streamlined purchasing and tracking solution. The ability to purchase and track items in one place was extremely handy, and the interface was very user-friendly. Precoro is a great option for a comprehensive and user-friendly [banking procurement] tool to streamline our purchasing and track our spending.
KM
Senior Finance Manager
Small-Business (50 or fewer emp.)
My favorite thing about using Precoro is the people behind it. The system continues to be improved over time, and user feedback is really listened to. The interface is easy for folks who are not in the system often (approvers, etc.) Speaking of that, the approval workflow process is super easy. Many systems I have used in the past, I need a system admin to help create workflows, but this one is so easy that I can do it myself as a finance professional. It is easy to set up vendors, and they can easily use the POs we generate from the system. Overall, I would recommend this system to others for their AP needs.
PH
Head of Finance
Mid-Market (51-1000 emp.)
Precoro has propelled a paper-based procurement function into the modern age of efficient cloud software. Precoro's implementation and support are fantastic and helpful.
Branchenführende Plattform für Bankunternehmen
Erfahren Sie, wie die Transformation der Beschaffung im Bankwesen mit Precoro gelingt
Wichtige Ergebnisse:
- Automatisierter Beschaffungsprozess
- Schnellere Auftragsbearbeitung
- Erkenntnisse aus benutzerdefinierten Berichten
- Einhaltung von Budgetvorgaben durchsetzen
- Sofortige Genehmigungen
Precoro wird verwendet für:
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Bestellungen
-
Budgets
-
Genehmigungen
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Individuelle Berichte
-
Digitalisierung
ABGESTIMMTE BESCHAFFUNG
E-Procurement im Bankwesen, das all Ihre Tools synchron hält
Vergessen Sie die doppelte Datenerfassung. Precoro synchronisiert sich mit Ihren ERP- und Buchhaltungssystemen, sodass jede Bestellung, Rechnung und Zahlung abgestimmt bleibt. Filialen können in wenigen Minuten einkaufen, Genehmigungen einholen und Bestellungen erstellen.
Sie brauchen etwas Maßgeschneidertes?
Nutzen Sie unsere API oder lassen Sie sich von Precoro eine individuelle Integration erstellen.
TRANSFORMATION DER BESCHAFFUNG IM BANKWESEN
Warum sich Investitionen in die Beschaffung im Bankwesen auszahlen
Komplexe Genehmigungsprozesse und standortübergreifende Anfragen müssen keine Belastung sein. Precoro strukturiert die Beschaffung im Bankwesen in einen reibungslosen, zuverlässigen Prozess, auf den sich Ihr Team verlassen kann.
Schnelle Einführung und Akzeptanz
Systeme für Bankabläufe in der Beschaffung können sich monatelange Ausfallzeiten nicht leisten. Precoro ist innerhalb von Wochen einsatzbereit, lässt sich direkt in Ihr ERP- oder Buchhaltungssystem integrieren und befolgt vom ersten Tag an Ihre Compliance-Regeln. Filial- und Finanzteams arbeiten sich schnell ein, ohne auf die IT angewiesen zu sein, sodass Genehmigungen und Zahlungen ohne Verzögerungen weiterlaufen.
Mobile Genehmigungen für das Bankwesen entwickelt
Mit Precoro können Einkaufsleiter im Bankwesen Einkäufe genehmigen, Budgets prüfen und Rechnungen von überall aus freigeben – egal ob in der Filiale, in der Zentrale oder auf Reisen. Jede Genehmigung bleibt sichtbar und sicher, sodass der Beschaffungstransformation im Bankwesen nichts im Wege steht.
Schutz, der Bankenstandards entspricht
Precoro schützt sensible Beschaffungsdaten im Bankwesen mit Sicherheitsvorkehrungen auf Enterprise-Niveau. Konform mit Standards wie DSGVO, CCPA und SOC 2 Typ II sowie entwickelt zur Unterstützung von AML und indirekter Beschaffung im Bankwesen, stellt es sicher, dass nur befugte Personen Zugriff haben und Ihre Arbeitsabläufe sicher und prüfbar bleiben.
Beschaffung, die Ihr ERP-System stärkt
Ihr ERP übernimmt die Kernfinanzen; Precoro verwaltet die Beschaffung ohne Unterbrechungen. Mit Fachwissen im Bereich der indirekten Beschaffung im Bankwesen bleiben Genehmigungen, Lieferantenverträge und Zahlungen miteinander verknüpft, sodass Bankenteams an jedem Standort Zeit sparen und Fehler reduzieren.
FAQ
Direkte Antworten auf Ihre Fragen zur Beschaffungssoftware für Banken
Erleben Sie, wie Precoro in die Arbeitsabläufe Ihres Teams passt
Eine persönliche Demo, zugeschnitten auf die Herausforderungen Ihres Teams – präsentiert von Experten, die wissen, worauf es ankommt.
