Découvrez les fonctionnalités de Precoro
CONCEPTS POUR LES PROFESSIONNELS DE LA FINANCE
Une visibilité complète des achats financiers pour les entreprises de taille moyenne
Chaque euro compte dans les achats des services financiers. Precoro applique les budgets, achemine les approbations et connecte chaque bon de commande, facture et paiement. Dites adieu aux dépenses incontrôlées ou aux factures en double : uniquement des contrôles clairs, des rapports précis et des clôtures de fin de mois plus rapides.
Visualisez et contrôlez chaque euro
Les achats dans les services financiers comportent des risques constants : achats hors contrat, charges frauduleuses ou fournisseurs non conformes. Precoro maîtrise les dépenses grâce à des listes de fournisseurs approuvés, des conditions contractuelles claires et le blocage de tout coût non approuvé avant qu'il n'atteigne la comptabilité fournisseurs. Vous pouvez comparer les performances des fournisseurs entre entités, fixer des tarifs négociés et vous assurer que seules les factures valides sont payées. Grâce à la transformation des achats dans les services financiers, vous voyez où va l'argent et repérez les problèmes tôt.
Une clarté en temps réel derrière chaque chiffre
Les responsables financiers ont besoin de plus que des rapports superficiels. Avec Precoro, obtenez des rapports de dépenses ventilés sur plus de 150 points de données : par service, fournisseur, projet ou filiale. Repérez les factures en double, suivez les dépenses par rapport aux budgets et comparez les prix des fournisseurs avant paiement. Chaque bon de commande, reçu et facture reste connecté dans un seul tableau de bord, afin que les auditeurs voient une piste claire. Ainsi, les contrôleurs clôturent le mois sans retard et chaque euro du financement des achats est comptabilisé.
Contrôlez chaque entité depuis un système unique
Dans les entreprises de taille moyenne, les achats des services financiers impliquent souvent plusieurs filiales, centres de coûts ou bureaux régionaux. Et soudain, plus personne ne voit l'ensemble du tableau. Precoro unifie les achats dans toutes les entités tout en gardant les budgets, chaînes d'approbation et rapports séparés là où c'est nécessaire. Passez d'une entité à l'autre instantanément, suivez les dépenses par unité ou code comptable et appliquez des règles propres localement. Vous gardez le contrôle à l'échelle de l'entreprise tout en préservant les règles locales.
Gardez une longueur d'avance sur la fraude aux factures
Les achats dans le secteur des services financiers perdent souvent le contrôle au stade de la facturation. Precoro traite automatiquement les factures afin que les équipes ne perdent pas d'heures en vérifications manuelles. Créez des factures directement, extrayez-les de bons de commande approuvés ou téléchargez-les pour traitement grâce à l'automatisation AP intelligente. Configurez des factures récurrentes pour les dépenses prévisibles et utilisez des bons de commande ouverts pour regrouper plusieurs achats. Chaque facture est automatiquement reliée à son bon de commande et à son reçu, de sorte que le système d'achats financiers signale les montants incohérents et les doublons avant le paiement.
Payez vos factures directement dans Precoro
Les équipes financières peuvent payer les factures directement dans Precoro sans changer de système bancaire ni ressaisir manuellement les détails de paiement. Chaque paiement est généré à partir d'une facture entièrement approuvée avec le fournisseur, le montant et les informations bancaires pré-remplis, ce qui réduit l'effort manuel et minimise le risque d'erreurs ou de virements mal dirigés. Des contrôles d'approbation intégrés garantissent que seules les factures validées peuvent être traitées pour paiement, maintenant une gouvernance financière stricte. Ainsi, chaque transaction reste entièrement traçable, conforme aux politiques internes et prête pour un audit à tout moment.
DES PREUVES, PAS DES PROMESSES
De vraies expériences de professionnels de la finance
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.
Des achats financiers qui font référence
Comment notre client a transformé ses achats financiers
Résultats clés :
- Clôture de fin de mois plus rapide
- Mises à jour en temps réel
- Visibilité totale des dépenses
- Aucune dépense non contrôlée
Precoro est utilisé pour:
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Bons de commande
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Factures
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NetSuite
-
Slack
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Automatisation AP intelligente
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Approbations
PAS DE DOUBLE SAISIE
Des achats financiers qui s'intègrent parfaitement à vos outils existants
Arrêtez de saisir les mêmes données deux fois. Precoro se connecte directement à votre logiciel de comptabilité et à votre ERP, de sorte que chaque bon de commande, facture et paiement se recoupent automatiquement. Votre équipe peut aussi acheter via des catalogues PunchOut, renvoyer des paniers pour approbation et créer 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.
LA QUALITÉ SANS COMPROMIS
Un partenaire fiable pour les achats dans les services financiers
Pas de raccourcis ici. Notre logiciel d'achats financiers rend gérables dès le premier jour les processus complexes que votre équipe redoutait.
La sécurité dès la conception
Precoro protège vos données d'achats et de finances avec une protection de niveau entreprise. Entièrement conforme au RGPD et au California Consumer Privacy Act, les informations sensibles restent privées. La certification SOC 2 Type II démontre notre fiabilité et nos contrôles internes solides. Vous pouvez activer l'authentification unique et l'authentification à deux facteurs pour plus de sécurité, afin que seules les bonnes personnes accèdent à vos données.
Les achats dans votre poche
Precoro simplifie les achats dans le secteur des services financiers, que vous soyez au siège, dans une agence ou en déplacement. Approuvez les demandes d'achat et les factures depuis votre téléphone, suivez le statut des commandes en temps réel et n'attendez jamais de retourner à votre bureau pour vous mettre à jour. Prenez une photo d'un reçu avec votre appareil, envoyez-la instantanément et gardez le financement des achats sous contrôle sans ralentir l'activité.
Une utilisation et une adoption simples
Precoro convient aux équipes achats et finances qui n'ont pas des mois à perdre dans le déploiement. Vous pouvez être opérationnel en quelques semaines, pas en trimestres, et la plupart des utilisateurs le prennent en main en quelques heures sans support informatique. L'intégration dure de 2 à 8 semaines selon la taille de l'entreprise, avec notre équipe qui vous accompagne jusqu'à ce que tout le monde soit à bord. La plateforme se connecte directement à votre système comptable ou ERP et s'adapte à vos règles avec des modules plug-and-play, afin que la configuration ne ralentisse jamais vos opérations.
Un changement radical pour votre ERP
Vous n'avez pas besoin de remplacer votre ERP pour prendre le contrôle de vos achats financiers. Precoro se connecte aux systèmes que vous utilisez déjà, afin que les équipes achats et finances arrêtent de ressaisir des factures ou de corriger des erreurs de feuilles de calcul. Votre ERP continue de gérer la comptabilité principale, tandis que Precoro gère le travail quotidien des achats – demandes, approbations, fournisseurs et budgets – dans un seul système clair.
FAQ
Nous sommes là pour répondre à vos questions sur les achats financiers
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.
