Explora las funciones de Precoro
DISEÑADO PARA PROFESIONALES DE FINANZAS
Visibilidad integral de las compras financieras para empresas medianas
Cada euro cuenta en la compra de servicios financieros. Precoro aplica presupuestos, encamina aprobaciones y conecta cada orden de compra, factura y pago. Diga adiós al gasto no controlado o a las facturas duplicadas: solo controles claros, informes precisos y cierres de mes más rápidos.
Vea y controle cada euro
La compra en servicios financieros conlleva riesgos constantes: compras fuera de contrato, cargos fraudulentos o proveedores no conformes. Precoro mantiene el gasto bajo control con listas de proveedores aprobados, condiciones contractuales claras y bloqueos de cualquier coste no aprobado antes de que llegue a cuentas por pagar. Puede comparar el rendimiento de los proveedores entre entidades, fijar tarifas negociadas y asegurarse de que solo se paguen facturas válidas. Con la transformación de compras en servicios financieros, verá a dónde va el dinero y detectará problemas a tiempo.
Claridad en tiempo real detrás de cada cifra
Los responsables financieros necesitan más que informes superficiales. Con Precoro, obtiene informes de gasto desglosados en más de 150 puntos de datos: por departamento, proveedor, proyecto o filial. Detecte facturas duplicadas, compare el gasto con los presupuestos y compare precios de proveedores antes del pago. Cada orden de compra, recibo y factura permanece conectado en un solo panel, para que los auditores vean un registro limpio. Así, los controladores cierran el mes sin retrasos y cada euro de la financiación de compras queda contabilizado.
Controle cada entidad desde un solo sistema
En empresas medianas, la compra de servicios financieros a menudo involucra varias filiales, centros de coste u oficinas regionales. Y de repente, nadie ve el panorama completo. Precoro unifica las compras en todas las entidades manteniendo presupuestos, cadenas de aprobación e informes separados donde sea necesario. Cambie entre entidades al instante, controle el gasto por unidad o código contable y aplique reglas propias localmente. Usted mantiene el control a nivel de toda la empresa mientras conserva las normas locales.
Adelantese al fraude de facturas
La compra en el sector de servicios financieros suele perder el control en la etapa de facturación. Precoro procesa las facturas automáticamente para que los equipos no pierdan horas en revisiones manuales. Cree facturas directamente, extráigalas de órdenes de compra aprobadas o cárguelas para su procesamiento mediante automatización AP inteligente. Configure facturas recurrentes para gastos predecibles y use órdenes abiertas para agrupar varias compras. Cada factura se conecta automáticamente con su orden de compra y recibo, de modo que el sistema de compras financieras marca importes no coincidentes y entradas duplicadas antes del pago.
Pague facturas directamente en Precoro
Los equipos financieros pueden pagar facturas directamente en Precoro sin cambiar entre sistemas bancarios ni volver a introducir manualmente los datos de pago. Cada pago se genera a partir de una factura totalmente aprobada con datos de proveedor, importe e información bancaria precargados, lo que reduce el esfuerzo manual y minimiza el riesgo de errores o transferencias mal dirigidas. Los controles de aprobación integrados garantizan que solo se procesen para el pago las facturas validadas, manteniendo una gobernanza financiera estricta. Como resultado, cada transacción permanece totalmente trazable, conforme con las políticas internas y lista para auditoría en cualquier momento.
PRUEBAS, NO PROMESAS
Experiencias reales de profesionales de finanzas
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.
Compras financieras que marcan el estándar
Cómo nuestro cliente transformó la compra financiera
Resultados clave:
- Cierre de mes más rápido
- Actualizaciones en tiempo real
- Visibilidad total del gasto
- Sin gasto no autorizado
Precoro se utiliza para:
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Órdenes de compra
-
Facturas
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NetSuite
-
Slack
-
Automatización AP inteligente
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Aprobaciones
SIN DOBLE ENTRADA DE DATOS
Compras financieras que se integran a la perfección con sus herramientas actuales
Deje de introducir los mismos datos dos veces. Precoro se conecta directamente con su software de contabilidad y ERP, de modo que cada orden de compra, factura y pago se cuadran automáticamente. Su equipo también puede comprar a través de catálogos PunchOut, devolver carritos para su aprobación y crear órdenes de compra en minutos.
¿Necesitas algo personalizado?
Usa nuestra API o deja que Precoro cree una integración a medida para ti.
CALIDAD SIN COMPROMISOS
Un socio fiable para la compra en servicios financieros
Aquí no hay atajos. Nuestro software de compras financieras hace que los procesos complejos que su equipo temía sean manejables desde el primer día.
Seguridad desde el diseño
Precoro protege sus datos de compras y finanzas con protección de nivel empresarial. Totalmente conforme con el RGPD y la California Consumer Privacy Act, la información sensible permanece privada. La certificación SOC 2 Tipo II demuestra nuestra fiabilidad y controles internos sólidos. Puede habilitar el inicio de sesión único y la autenticación de dos factores para mayor seguridad, de modo que solo las personas adecuadas accedan a sus datos.
Compras en el bolsillo
Precoro simplifica la compra en el sector de servicios financieros, ya sea en la sede central, en una sucursal o de viaje. Apruebe solicitudes de compra y facturas desde su teléfono, siga el estado de los pedidos en tiempo real y nunca espere a volver a su escritorio para ponerse al día. Tome una foto de un recibo con su dispositivo, envíelo al instante y mantenga la financiación de compras bajo control sin ralentizar el negocio.
Uso e implantación sencillos
Precoro funciona para equipos de compras y finanzas que no tienen meses para perder en la implantación. Puede estar operativo en semanas, no en trimestres, y la mayoría de los usuarios lo aprenden en unas pocas horas sin soporte de TI. La incorporación dura de 2 a 8 semanas, según el tamaño de la empresa, con nuestro equipo guiando hasta que todos estén a bordo. La plataforma se conecta directamente con su sistema contable o ERP y se adapta a sus reglas con módulos plug-and-play, para que la configuración nunca ralentice sus operaciones.
Un cambio radical para su ERP
No necesita reemplazar su ERP para obtener el control sobre la compra financiera. Precoro se conecta con los sistemas que ya utiliza, de modo que compras y finanzas dejan de reintroducir facturas o corregir errores en hojas de cálculo. Su ERP sigue gestionando la contabilidad principal, mientras Precoro gestiona el trabajo diario de compras: solicitudes, aprobaciones, proveedores y presupuestos, en un solo sistema claro.
PREGUNTAS FRECUENTES
Estamos aquí para responder sus preguntas sobre compras financieras
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.
