Entdecken Sie die Funktionen von Precoro
FÜR FINANZFACHLEUTE ENTWICKELT
Vollständige Finanzbeschaffungstransparenz für mittelständische Unternehmen
Jeder Euro zählt in der Beschaffung von Finanzdienstleistungen. Precoro setzt Budgets durch, leitet Genehmigungen weiter und verbindet jede Bestellung, Rechnung und Zahlung. Verabschieden Sie sich von unkontrollierten Ausgaben oder doppelten Rechnungen – nur klare Kontrollen, genaue Berichte und schnellere Monatsabschlüsse.
Jeden Euro sehen und kontrollieren
Die Beschaffung in Finanzdienstleistungen birgt ständige Risiken: außervertragliche Einkäufe, betrügerische Belastungen oder nicht konforme Lieferanten. Precoro hält die Ausgaben mit genehmigten Lieferantenlisten, klaren Vertragsbedingungen und Sperren für nicht genehmigte Kosten in Schach, bevor sie die Kreditorenbuchhaltung erreichen. Sie können die Lieferantenleistung über Einheiten hinweg vergleichen, ausgehandelte Tarife festlegen und sicherstellen, dass nur gültige Rechnungen bezahlt werden. Mit der Beschaffungstransformation in Finanzdienstleistungen sehen Sie, wohin das Geld fließt, und erkennen Probleme frühzeitig.
Echtzeit-Klarheit hinter jeder Zahl
Finanzverantwortliche brauchen mehr als oberflächliche Berichte. Mit Precoro erhalten Sie detaillierte Ausgabenberichte über 150+ Datenpunkte – nach Abteilung, Lieferant, Projekt oder Tochtergesellschaft. Erkennen Sie doppelte Rechnungen, verfolgen Sie Ausgaben im Vergleich zu Budgets und vergleichen Sie Lieferantenpreise vor der Zahlung. Jede Bestellung, Quittung und Rechnung bleibt in einem Dashboard verbunden, damit Prüfer einen sauberen Verlauf sehen. So schließen Controller den Monat ohne Verzögerungen ab und jeder Euro in der Beschaffungsfinanzierung ist erfasst.
Alle Einheiten von einem einzigen System aus kontrollieren
In mittelgroßen Unternehmen umfasst die Beschaffung von Finanzdienstleistungen oft mehrere Tochtergesellschaften, Kostenstellen oder Regionalbüros. Und plötzlich sieht niemand mehr das gesamte Bild. Precoro vereinheitlicht die Beschaffung über alle Einheiten hinweg und hält Budgets, Genehmigungsketten und Berichte getrennt, wo nötig. Wechseln Sie sofort zwischen Einheiten, verfolgen Sie Ausgaben nach Einheit oder Kontocode und wenden Sie lokale Regeln an. Sie behalten die unternehmensweite Kontrolle, während lokale Regelungen erhalten bleiben.
Rechnungsbetrug immer einen Schritt voraus
Die Beschaffung in der Finanzdienstleistungsbranche verliert oft die Kontrolle auf der Rechnungsstufe. Precoro verarbeitet Rechnungen automatisch, sodass Teams keine Stunden mit manuellen Prüfungen verschwenden. Erstellen Sie Rechnungen direkt, rufen Sie sie aus genehmigten Bestellungen ab oder laden Sie sie mit intelligenter AP-Automatisierung zur Verarbeitung hoch. Richten Sie wiederkehrende Rechnungen für vorhersehbare Ausgaben ein und verwenden Sie Rahmenbestellungen zum Zusammenfassen mehrerer Einkäufe. Jede Rechnung verbindet sich automatisch mit ihrer Bestellung und Quittung, sodass das Finanzbeschaffungssystem abweichende Beträge und doppelte Einträge vor der Zahlung markiert.
Rechnungen direkt in Precoro bezahlen
Finanzteams können Rechnungen direkt in Precoro bezahlen, ohne zwischen Bankingsystemen zu wechseln oder Zahlungsdetails manuell neu einzugeben. Jede Zahlung wird aus einer vollständig genehmigten Rechnung mit vorausgefüllten Lieferanten-, Betrags- und Bankdaten generiert, was den manuellen Aufwand reduziert und das Risiko von Fehlern oder Falschüberweisungen minimiert. Integrierte Genehmigungskontrollen stellen sicher, dass nur validierte Rechnungen zur Zahlung verarbeitet werden können, was eine strenge finanzielle Governance aufrechterhält. Dadurch bleibt jede Transaktion vollständig nachverfolgbar, konform mit internen Richtlinien und jederzeit prüfbereit.
BEWEISE STATT VERSPRECHEN
Echte Erfahrungen von Finanzfachleuten
MC
Accounting Lead
Financial Services
Great software! This 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 [procurement] 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.
KM
Senior Finance Manager
Small-Business (50 or fewer emp.)
My favorite thing about using Precoro is the people behind it. The [financial procurement] 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. Overall, I would recommend this system to others for their AP needs.
WG
Admin Assistant
Enterprise (> 1000 emp.)
Makes it easy to order items for the office/apartment building. Items are categorized and can be found easily for reordering. I use Precoro daily to manage purchase orders. Previously I used another system that was very difficult to understand but I've been able to ease into this Precoro so much faster. Literally, the program is completely self-explanatory.
JW
Director of Risk Management
Mid-Market (51-1,000 emp.)
Precoro has transformed the way I manage my business finances. In the past I had to keep hard copies of receipts and do account balancing from piles of invoices/purchase orders/expenses, etc. Precoro keeps everything separate and easy to manage.
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!
II
Senior Accountant
Mid-Market (51-1000 emp.)
From my accounting perspective, as a Senior Accountant, the Precoro system simplifies procurement for my team by automating purchase approvals and budget tracking, ensuring compliance and financial control. Its real-time reporting provides clear insights into expenses, helping all our teams stay within budget.
DC
Mid-Market (51-1000 emp.)
Really love the simplicity of the system. 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 also 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 [for procurement in financial services]. 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 tool to streamline our purchasing and track our spending.
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 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 [procurement] 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.
KM
Senior Finance Manager
Small-Business (50 or fewer emp.)
My favorite thing about using Precoro is the people behind it. The [financial procurement] 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. Overall, I would recommend this system to others for their AP needs.
WG
Admin Assistant
Enterprise (> 1000 emp.)
Makes it easy to order items for the office/apartment building. Items are categorized and can be found easily for reordering. I use Precoro daily to manage purchase orders. Previously I used another system that was very difficult to understand but I've been able to ease into this Precoro so much faster. Literally, the program is completely self-explanatory.
JW
Director of Risk Management
Mid-Market (51-1,000 emp.)
Precoro has transformed the way I manage my business finances. In the past I had to keep hard copies of receipts and do account balancing from piles of invoices/purchase orders/expenses, etc. Precoro keeps everything separate and easy to manage.
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!
II
Senior Accountant
Mid-Market (51-1000 emp.)
From my accounting perspective, as a Senior Accountant, the Precoro system simplifies procurement for my team by automating purchase approvals and budget tracking, ensuring compliance and financial control. Its real-time reporting provides clear insights into expenses, helping all our teams stay within budget.
DC
Mid-Market (51-1000 emp.)
Really love the simplicity of the system. 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 also 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 [for procurement in financial services]. 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 tool to streamline our purchasing and track our spending.
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 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 [procurement] 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.
KM
Senior Finance Manager
Small-Business (50 or fewer emp.)
My favorite thing about using Precoro is the people behind it. The [financial procurement] 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. Overall, I would recommend this system to others for their AP needs.
WG
Admin Assistant
Enterprise (> 1000 emp.)
Makes it easy to order items for the office/apartment building. Items are categorized and can be found easily for reordering. I use Precoro daily to manage purchase orders. Previously I used another system that was very difficult to understand but I've been able to ease into this Precoro so much faster. Literally, the program is completely self-explanatory.
JW
Director of Risk Management
Mid-Market (51-1,000 emp.)
Precoro has transformed the way I manage my business finances. In the past I had to keep hard copies of receipts and do account balancing from piles of invoices/purchase orders/expenses, etc. Precoro keeps everything separate and easy to manage.
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!
II
Senior Accountant
Mid-Market (51-1000 emp.)
From my accounting perspective, as a Senior Accountant, the Precoro system simplifies procurement for my team by automating purchase approvals and budget tracking, ensuring compliance and financial control. Its real-time reporting provides clear insights into expenses, helping all our teams stay within budget.
DC
Mid-Market (51-1000 emp.)
Really love the simplicity of the system. 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 also 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 [for procurement in financial services]. 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 tool to streamline our purchasing and track our spending.
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 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 [procurement] 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.
KM
Senior Finance Manager
Small-Business (50 or fewer emp.)
My favorite thing about using Precoro is the people behind it. The [financial procurement] 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. Overall, I would recommend this system to others for their AP needs.
WG
Admin Assistant
Enterprise (> 1000 emp.)
Makes it easy to order items for the office/apartment building. Items are categorized and can be found easily for reordering. I use Precoro daily to manage purchase orders. Previously I used another system that was very difficult to understand but I've been able to ease into this Precoro so much faster. Literally, the program is completely self-explanatory.
JW
Director of Risk Management
Mid-Market (51-1,000 emp.)
Precoro has transformed the way I manage my business finances. In the past I had to keep hard copies of receipts and do account balancing from piles of invoices/purchase orders/expenses, etc. Precoro keeps everything separate and easy to manage.
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!
II
Senior Accountant
Mid-Market (51-1000 emp.)
From my accounting perspective, as a Senior Accountant, the Precoro system simplifies procurement for my team by automating purchase approvals and budget tracking, ensuring compliance and financial control. Its real-time reporting provides clear insights into expenses, helping all our teams stay within budget.
DC
Mid-Market (51-1000 emp.)
Really love the simplicity of the system. 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 also 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 [for procurement in financial services]. 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 tool to streamline our purchasing and track our spending.
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.
Finanzbeschaffung, die Maßstäbe setzt
Wie unser Kunde die Finanzbeschaffung transformiert hat
Wichtige Ergebnisse:
- Schnellerer Monatsabschluss
- Echtzeit-Updates
- Vollständige Ausgabentransparenz
- Keine unkontrollierten Ausgaben
Precoro wird verwendet für:
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Bestellungen
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Rechnungen
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NetSuite
-
Slack
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Intelligente AP-Automatisierung
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Genehmigungen
KEINE DOPPELTE DATENEINGABE
Finanzbeschaffung, die sich nahtlos in Ihre bestehenden Tools integriert
Hören Sie auf, dieselben Daten zweimal einzugeben. Precoro verbindet sich direkt mit Ihrer Buchhaltungssoftware und Ihrem ERP, sodass jede Bestellung, Rechnung und Zahlung automatisch abgeglichen wird. Ihr Team kann auch über PunchOut-Kataloge einkaufen, Warenkörbe zur Genehmigung zurückbringen und in wenigen Minuten Bestellungen erstellen.
Sie brauchen etwas Maßgeschneidertes?
Nutzen Sie unsere API oder lassen Sie sich von Precoro eine individuelle Integration erstellen.
QUALITÄT OHNE KOMPROMISSE
Ein zuverlässiger Partner für die Beschaffung in Finanzdienstleistungen
Keine Abkürzungen hier. Unsere Finanzbeschaffungssoftware macht die komplexen Prozesse, vor denen Ihr Team zurückschreckte, vom ersten Tag an handhabbar.
Sicherheit durch Design
Precoro schützt Ihre Beschaffungs- und Finanzdaten mit unternehmensgerechtem Schutz. Vollständig konform mit der DSGVO und dem California Consumer Privacy Act bleiben sensible Informationen privat. Die SOC 2 Typ II-Zertifizierung belegt unsere Zuverlässigkeit und robusten internen Kontrollen. Sie können Single Sign-On und Zwei-Faktor-Authentifizierung für zusätzliche Sicherheit aktivieren, damit nur die richtigen Personen auf Ihre Daten zugreifen können.
Beschaffung in der Hosentasche
Precoro macht die Beschaffung in der Finanzdienstleistungsbranche einfach, egal ob Sie am Hauptsitz, in einer Filiale oder unterwegs sind. Genehmigen Sie Kaufanfragen und Rechnungen von Ihrem Telefon aus, verfolgen Sie Bestellstatus in Echtzeit und warten Sie nie, bis Sie wieder an Ihrem Schreibtisch sind, um aufzuholen. Machen Sie ein Foto einer Quittung mit Ihrem Gerät, reichen Sie es sofort ein und halten Sie die Beschaffungsfinanzierung unter Kontrolle, ohne das Unternehmen zu verlangsamen.
Einfache Nutzung und Einführung
Precoro eignet sich für Beschaffungs- und Finanzteams, die keine Monate mit dem Rollout verschwenden können. Sie können in Wochen statt Quartalen live gehen, und die meisten Benutzer lernen es in wenigen Stunden ohne IT-Support. Das Onboarding dauert 2 bis 8 Wochen, je nach Unternehmensgröße, mit unserem Team, das Sie begleitet, bis alle an Bord sind. Die Plattform verbindet sich direkt mit Ihrem Buchhaltungs- oder ERP-System und passt sich mit Plug-and-Play-Modulen an Ihre Regeln an, damit die Einrichtung Ihren Betrieb nie verlangsamt.
Ein Game-Changer für Ihr ERP
Sie müssen Ihr ERP nicht ersetzen, um die Kontrolle über die Finanzbeschaffung zu erlangen. Precoro verbindet sich mit den Systemen, die Sie bereits verwenden, sodass Beschaffung und Finanzen aufhören können, Rechnungen neu einzugeben oder Tabellenkalkulationsfehler zu beheben. Ihr ERP kümmert sich weiterhin um die Kernbuchhaltung, während Precoro die tägliche Beschaffungsarbeit – Anfragen, Genehmigungen, Lieferanten und Budgets – in einem übersichtlichen System verwaltet.
FAQ
Wir beantworten Ihre Fragen zur Finanzbeschaffung
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.
