Explora las funciones de Precoro
Diseñado para bancos e instituciones financieras de tamaño medio
Los reguladores exigen un registro claro en cada sucursal y subsidiaria. Precoro vincula las órdenes de compra, las aprobaciones y las facturas en un solo sistema y proporciona un punto de referencia único para las compras en el sector bancario. Los informes multi-entidad se mantienen sencillos, precisos y conformes a la normativa.
Los interventores bancarios no necesitan tableros llamativos; necesitan pruebas que impulsen la transformación de las compras en el sector bancario. Con Precoro, puede desglosar el gasto a través de más de 150 puntos de datos —por sucursal, departamento, proyecto, código de cuenta, proveedor y más— en tiempo real.
Cada orden de compra, recibo y factura permanece vinculado en un solo lugar, de modo que cuando llegan los auditores, usted les entrega un rastro impecable. El cierre de mes deja de ser una carrera frenética, con cada cifra de las compras en el sector bancario debidamente contabilizada.
En el sector de compras bancarias, una sola adquisición fuera de contrato o un pago sospechoso a un proveedor pueden derivar en problemas regulatorios. Precoro detiene ese riesgo en su origen. Los equipos compran únicamente a través de catálogos preaprobados vinculados a contratos negociados, lo que evita la entrada de proveedores no verificados.
Las tarifas se mantienen fijas, los gastos no aprobados se bloquean antes de llegar a cuentas por pagar y el desempeño de los proveedores puede compararse en paralelo. El fraude en las compras bancarias se elimina a tiempo, manteniendo todos los fondos bajo control.
La mayoría de los fraudes ocurren en la etapa de facturación. Precoro cierra esa brecha en las compras del sector bancario. Las facturas se cotejan automáticamente con las órdenes de compra y los recibos, con comprobaciones impulsadas por IA que detectan duplicados o importes incorrectos antes del pago.
Los gastos recurrentes pueden automatizarse con órdenes de compra abiertas, para que el personal no pierda horas reingresando los mismos datos. Los controladores ven un libro de contabilidad limpio y las facturas duplicadas nunca pasan desapercibidas para el sistema de compras bancarias.
Los bancos operan con múltiples centros de costos, entidades y sucursales, cada uno con sus propias reglas. Esto hace que los gastos sean casi imposibles de visualizar en su totalidad. Precoro centraliza las compras del sector bancario en un solo sistema, permitiendo configurar presupuestos locales, reglas de aprobación e informes según sea necesario. Cambie entre entidades al instante, rastree gastos por código de cuenta y aplique políticas sin limitar la flexibilidad local.
Paga las facturas aprobadas directamente desde Precoro sin cambiar entre sistemas ni depender de procesos manuales. En lugar de alternar entre hojas de cálculo, portales bancarios y herramientas contables desconectadas, los equipos financieros pueden gestionar los pagos en el mismo lugar donde se revisan y aprueban las facturas.
Cada pago permanece completamente vinculado a la solicitud de compra original, la orden de compra y la factura, garantizando una trazabilidad total en todo el proceso de procure-to-pay. Esto reduce el esfuerzo de conciliación, minimiza errores y asegura que cada pago esté alineado con el gasto aprobado y los controles internos.
Ofrece a los equipos una forma sencilla de pagar gastos empresariales sin usar tarjetas personales ni esperar reembolsos.
En lugar de seguimientos manuales y reembolsos tardíos, las tarjetas de gasto en Precoro permiten a los equipos financieros controlar y emitir pagos directamente en el sistema. Cada transacción se registra automáticamente y se vincula al presupuesto correspondiente, lo que proporciona visibilidad en tiempo real, mejor control y menos carga administrativa.
LO QUE DICEN NUESTROS CLIENTES
Cómo se ve realmente la gestión de compras en el sector bancario con Precoro
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.
Plataforma líder en el sector para empresas bancarias
Descubra cómo lograr la transformación de las compras en el sector bancario con Precoro
Resultados clave:
- Proceso de compra automatizado
- Procesamiento de pedidos más rápido
- Información de informes personalizados
- Cumplimiento estricto del presupuesto
- Aprobaciones instantáneas
Precoro se utiliza para:
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Ordenes de compra
-
Presupuestos
-
Aprobaciones
-
Informes personalizados
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Digitalización
APROVISIONAMIENTO ALINEADO
E-procurement en las operaciones bancarias que mantiene todas sus herramientas sincronizadas
Olvídese de la doble entrada de datos. Precoro se sincroniza con su ERP y sistemas contables para que cada orden de compra, factura y pago se mantenga alineado. Las sucursales pueden comprar, solicitar aprobaciones y generar órdenes de compra en minutos.
¿Necesitas algo personalizado?
Usa nuestra API o deja que Precoro cree una integración a medida para ti.
TRANSFORMACIÓN DE LAS COMPRAS EN EL SECTOR BANCARIO
Por qué vale la pena invertir en las compras bancarias
Las complejas aprobaciones bancarias y las solicitudes de múltiples sucursales no tienen por qué ser una carga. Precoro organiza las compras en el sector bancario en un proceso fluido y confiable en el que su equipo puede confiar.
Implementación y adopción rápidas
Los sistemas operativos de compras en el sector bancario no pueden permitirse meses de inactividad. Precoro se implementa en semanas, se conecta directamente a su ERP o sistema contable y sigue sus reglas de cumplimiento desde el primer día. Los equipos de sucursales y finanzas se adaptan rápidamente sin depender de TI, por lo que las aprobaciones y los pagos fluyen sin demoras.
Aprobaciones móviles diseñadas para el sector bancario
Precoro permite a los responsables de compras bancarias aprobar adquisiciones, revisar presupuestos y liquidar facturas desde cualquier lugar: la sucursal, la oficina central o mientras viajan. Cada aprobación permanece visible y segura, por lo que nada frena la transformación de las compras en el sector bancario.
Protección que cumple con los estándares bancarios
Precoro protege los datos confidenciales de las compras bancarias con medidas de seguridad de nivel empresarial. Cumple con los estándares GDPR, CCPA y SOC 2 Tipo II y está diseñado para admitir la prevención del blanqueo de capitales (AML) y las compras indirectas en el sector bancario, garantizando que solo las personas autorizadas tengan acceso y manteniendo sus flujos de trabajo seguros y auditables.
Compras que refuerzan su ERP
Su ERP gestiona las finanzas principales; Precoro gestiona las compras sin interrupciones. Con experiencia en compras indirectas en el sector bancario, las aprobaciones, los contratos con proveedores y los pagos permanecen conectados, para que los equipos bancarios ahorren tiempo y reduzcan errores en cada ubicación.
Preguntas frecuentes
Respuestas directas a sus preguntas sobre el software de compras bancarias
Descubre cómo Precoro se adapta a los flujos de trabajo de tu equipo
Una demostración personalizada, centrada en los desafíos de tu equipo, guiada por expertos que entienden lo que realmente importa.
