Comprehensive Platform Features
Every tool you need for federal grant procurement compliance
Purchase Order Management
- Intuitive PO creation from templates, quotes, or scan documents
- Multi-step approval workflows based on thresholds and grants
- Real-time status tracking (Draft, Approved, Delivered, Paid)
- Automated supplier email notifications with delivery confirmation
- Delivery tracking with partial receipt management
- Complete revision history and audit trail
- Three-way matching: PO → Receipt → Invoice
Budget & Financial Controls
- Budget creation by grant, cost code, department, or project
- Real-time spending vs. budget monitoring
- Budget overrun prevention with configurable rules
- Multi-budget allocation for shared expenses
- Encumbrance tracking for committed funds
- Multi-currency support with exchange rates
- Customizable tax rates and payment terms
Supplier Management
- Centralized supplier database with contact details
- Supplier approval workflows for new vendors
- W-9 and insurance certificate tracking
- Automated SAM.gov debarment verification
- Product/service catalogs with pricing
- Performance ratings and category tagging
- Supplier portal for PO viewing and invoice submission
Invoice Processing
- OCR document scanning (Mindee integration)
- Invoice matching to PO line items
- Standalone invoice support (non-PO)
- Multi-step approval workflows
- Full or partial payment recording
- Batch payment processing for efficiency
- Email invoice capture with dedicated alias
Accounting Integration
- QuickBooks Online 2-minute OAuth connection
- Xero and Sage Intacct integration
- Auto-import chart of accounts and vendors
- Push approved POs as Bills or Purchase Orders
- Sync invoices and payments automatically
- Multi-company consolidation support
- Custom field mapping for specific workflows
Compliance & Reporting
- Complete audit trail: every approval, email, attachment
- One-click audit reports with supporting documents
- Federal SF-425 and state-specific reports
- Spending by grant, vendor, or cost category
- Budget vs. actual with variance analysis
- Procurement compliance tracking (2 CFR 200)
- Exportable reports in multiple formats
Automation & Notifications
- Smart approval routing by threshold/department/grant
- Email notifications for approvals and deadlines
- Budget threshold alerts when approaching limits
- Payment due date reminders
- Approval delegation for out-of-office
- Webhook configuration for custom integrations
- Uniform Guidance monitoring for regulation changes
Customization & Control
- Multi-company architecture for multiple grants
- Role-based access control with granular permissions
- Custom fields for grant-specific requirements
- Customizable PO numbering schemes
- Branded PDF templates with logos
- Custom approval rules and workflows
- API access for custom integrations
Security & Access
- Email/password with secure authentication
- Google OAuth and SAML support
- Two-factor authentication (OTP)
- Segregation of duties enforcement
- Complete audit logs for compliance
- Data encryption at rest and in transit
- SOC 2 Type II certified infrastructure
Analytics & Insights
- Real-time spending dashboards
- Grant-level budget visualization
- Vendor spending analysis
- Commitment vs. spent vs. remaining tracking
- Trend analysis and forecasting
- Custom report builder
- Exportable data for external analysis
Mobile & Collaboration
- Mobile-optimized approval interface
- Push notifications for pending approvals
- Review attachments from phone
- Comments and @mentions on POs
- Centralized communication per purchase
- System-wide announcements
- Collaborative workflows with stakeholders
Seamless Integrations
Connect with the tools you already use
QuickBooks Online
2-minute OAuth connection syncs vendors, chart of accounts, and pushes approved POs
Xero & Sage
Full integration with Xero and Sage Intacct for complete financial automation
Mindee OCR
Intelligent document scanning automatically extracts data from invoices and POs
Email & SMS
Postmark email delivery and Twilio SMS/WhatsApp notifications