Simple Purchase
Approval

Team members can create a purchase request in minutes

The days of using a purchase order book or excel to manage purchasing are over.

Team members can easily create a purchase request in minutes.

Adaptable Approvals

Authorize specific staff members at predetermined approval levels and ensure that if a PO goes over a set value, it will automatically go to a more senior approver.

Tailored Approvals

Set maximum spends, specify approval chains and more. Every step of the approval chain can be tailored and automated to match your business’ hierarchy and boost efficiency.

The #1 Purchasing App for Newly Hired CFOs

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Based on 345 reviews on G2 Crowd and Capterra

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Latest news & resources for CFOs

Merushka Chetty

Aaron Mills – The Transparency Secret to 3X Growth!

This week James sits down with Aaron Mills, founder and CEO of Daaxit, to discuss the realities of running a profitable construction business – and how the right financial strategy can be the difference between barely surviving and scaling with confidence.
Aaron shares his journey from 20 years in the construction industry to founding his own successful fractional CFO firm. Together, they dig into smart pricing strategies, incentivizing field teams, and how he helped one business owner go from burnout to working just one day a week.
Stick around to the end to hear Aaron’s surprisingly controversial business hero pick – and why it inspires him to push further every day.

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Merushka Chetty

Jamie Odegaard – The Dark Truth about Buying Businesses

This week James sits down with Jamie Odegaard, founder of Aardvark, to unpack what he calls an “inflationary war story” – from swinging a shovel in high-end construction to launching a thriving fractional CFO firm.
They explore Jamie’s unconventional journey, how he navigated a failed acquisition, the harsh realities of private equity partnerships, and how his firm helps small creative and service businesses build real financial health.
Jamie also shares his thoughts on popular business influencers, the value of gross margin clarity, and why invoicing on time might be the most underrated financial lever of all.

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Merushka Chetty

Salvatore Tirabassi – How to Make Your Sales Team 10X More Effective

Today, James sits down with private equity expert Salvatore Tirabassi.
They explore what makes a founder investable, how private equity firms assess opportunities, and the key elements that drive value creation post-investment. Salvatore reflects on his career in investment banking and private equity, and what it really takes to scale a business with confidence.
Packed with wisdom from years of working with founders, this episode is a must-listen for anyone considering taking on outside investment – or preparing to pitch.

Read More »

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