Découvrez les fonctionnalités de Precoro
Conçu pour les banques de taille moyenne et les institutions financières
Les régulateurs exigent un registre clair pour chaque succursale et filiale. Precoro regroupe les bons de commande, les approbations et les factures dans un système unique et offre un point de référence central pour les achats dans le secteur bancaire. Le reporting multi-entités reste simple, précis et conforme.
Les contrôleurs bancaires n'ont pas besoin de tableaux de bord tape-à-l'œil — ils ont besoin de preuves qui stimulent la transformation des achats dans le secteur bancaire. Avec Precoro, vous pouvez analyser les dépenses selon plus de 150 points de données — par agence, département, projet, code comptable, fournisseur, et plus encore — en temps réel.
Chaque bon de commande, reçu et facture reste lié au même endroit, de sorte que lorsque les auditeurs se présentent, vous leur remettez une piste d'audit claire. La fin du mois n'est plus une course contre la montre, chaque chiffre des achats du secteur bancaire étant comptabilisé.
Dans le cadre des achats bancaires, un seul achat hors contrat ou un paiement suspect à un fournisseur peut engendrer des problèmes réglementaires. Precoro élimine ce risque à la source. Les équipes commandent uniquement à partir de catalogues pré-approuvés liés à des contrats négociés, évitant ainsi toute intrusion de fournisseurs non vérifiés.
Les tarifs restent fixes, les dépenses non approuvées sont bloquées avant d'atteindre la comptabilité fournisseurs, et les performances des prestataires peuvent être comparées. La fraude aux achats bancaires est stoppée précocement, garantissant un contrôle total des fonds.
La plupart des fraudes surviennent au stade de la facturation. Precoro comble cette lacune dans le secteur bancaire. Les factures sont automatiquement rapprochées des bons de commande et des réceptions, avec des contrôles alimentés par l'IA signalant les doublons ou les montants incohérents avant le paiement.
Les dépenses récurrentes peuvent être automatisées avec des commandes ouvertes, évitant ainsi au personnel de perdre du temps à ressaisir les mêmes données. Les contrôleurs disposent d'un grand livre propre et les factures en double ne s'immiscent jamais dans le système d'achats bancaires.
Les banques s'appuient sur de multiples centres de coûts, entités et succursales, chacun ayant ses propres règles. Il est donc presque impossible d'avoir une vision globale des dépenses. Precoro centralise les achats du secteur bancaire en un système unique, tout en vous permettant de définir des budgets locaux, des règles d'approbation et des rapports selon les besoins. Basculez instantanément entre les entités, suivez les dépenses par code comptable et appliquez les politiques sans limiter la flexibilité locale.
Payez les factures approuvées directement dans Precoro, sans changer de système ni recourir à des solutions manuelles. Au lieu de jongler entre tableurs, portails bancaires et outils comptables déconnectés, les équipes financières peuvent traiter les paiements au même endroit où les factures sont vérifiées et approuvées.
Chaque paiement reste entièrement lié à la demande d’achat initiale, au bon de commande et à la facture, offrant une traçabilité complète tout au long du processus procure-to-pay. Cela réduit les efforts de rapprochement, limite les erreurs et garantit que chaque paiement est conforme aux dépenses approuvées et aux contrôles internes.
Donnez aux équipes un moyen simple de payer les dépenses professionnelles sans utiliser de cartes personnelles ni attendre les remboursements.
Au lieu de suivis manuels et de remboursements retardés, les cartes de dépenses dans Precoro permettent aux équipes financières de contrôler et d’émettre les paiements directement dans le système. Chaque transaction est automatiquement enregistrée et reliée au bon budget, offrant une visibilité en temps réel, un meilleur contrôle et moins de charge administrative.
CE QUE DISENT NOS CLIENTS
À quoi ressemble vraiment la gestion des achats dans le secteur bancaire avec 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.
Plateforme leader du secteur pour les entreprises bancaires
Découvrez comment transformer les achats dans le secteur bancaire avec Precoro
Résultats clés :
- Processus d'achat automatisé
- Traitement des commandes plus rapide
- Analyses issues de rapports personnalisés
- Respect de la conformité budgétaire
- Approbations instantanées
Precoro est utilisé pour:
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Bons de commande
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Budgets
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Approbations
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Rapports personnalisés
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Numérisation
APPROVISIONNEMENT ALIGNÉ
Une solution d'e-achats pour les opérations bancaires qui synchronise tous vos outils
Oubliez la double saisie. Precoro se synchronise avec votre ERP et vos systèmes comptables pour que chaque bon de commande, facture et paiement reste aligné. Les succursales peuvent faire leurs achats, les soumettre pour approbation et générer des bons de commande en quelques minutes.
Besoin d’une solution sur mesure ?
Utilisez notre API ou laissez Precoro créer une intégration personnalisée pour vous.
TRANSFORMATION DES ACHATS BANCAIRES
Pourquoi l’investissement dans les achats bancaires est rentable
Les processus d'approbation bancaires complexes et les demandes multi-agences ne doivent plus être un fardeau. Precoro organise les achats dans le secteur bancaire en un processus fluide et fiable sur lequel votre équipe peut compter.
Déploiement et adoption rapides
Les systèmes d’exploitation bancaire en matière d'achats ne peuvent pas se permettre des mois d’interruption. Precoro se déploie en quelques semaines, se connecte directement à votre ERP ou système comptable et respecte vos règles de conformité dès le premier jour. Les équipes opérationnelles et financières sont rapidement opérationnelles sans l'aide de l'informatique, de sorte que les approbations et les paiements se poursuivent sans retard.
Approbations mobiles conçues pour le secteur bancaire
Precoro permet aux responsables des achats bancaires d’approuver les achats, de consulter les budgets et de régler les factures de n’importe où : en agence, au siège ou en déplacement. Chaque approbation reste visible et sécurisée, afin que rien ne ralentisse la transformation des achats bancaires.
Une protection conforme aux normes bancaires
Precoro protège les données sensibles des achats bancaires avec des mesures de sécurité de niveau entreprise. Conforme aux normes RGPD, CCPA et SOC 2 Type II et conçu pour soutenir la lutte contre le blanchiment d’argent (AML) ainsi que les achats indirects dans le secteur bancaire, il garantit que seules les personnes autorisées y ont accès et assure la sécurité et l'auditabilité de vos workflows.
Des achats qui renforcent votre ERP
Votre ERP gère les finances centrales ; Precoro gère les achats sans interruption. Grâce à notre expertise en achats indirects dans le secteur bancaire, les approbations, les contrats fournisseurs et les paiements restent connectés, permettant aux équipes bancaires de gagner du temps et de réduire les erreurs sur chaque site.
Questions fréquentes
Des réponses simples à vos questions sur les logiciels d'achats bancaires
Découvrez comment Precoro s’intègre aux processus de votre équipe
Une démonstration personnalisée, conçue autour des défis de votre équipe, animée par des experts qui comprennent ce qui compte.
