Line Item
Upload & Import

Upload all of your essential purchase data in seconds

It's a super-fast way to create a purchase request.

Simply import all your purchase order line items from a .csv file, pick your supplier and send.

Unlimited Line items

You can import customer numbers, invoice numbers, invoice dates, order numbers, PO numbers etc

Batch Upload

Users can upload multiple file at once in batches to bring historic company purchasing data up to date

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

Donny Mashiach – CFO Reveals His 90% Client Win Rate Secret

James Kennedy sits down with Donny Mashiach, founder of Warrior GP, to unpack how he’s importing an investment-banking “deal team” model into the fractional CFO world. Donny shares how he consistently closes prospects with a pre-work, presentation-led pitch, how he aligns incentives so everyone wins, and a concrete case study where he unlocked $750k of cash by fixing inventory turns at an eCommerce retailer. They also touch on walking away from “wrong” venture terms, seasonality planning, and why founders should expect their exit to feel personal – and stressful.

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Merushka Chetty

Scott Geller – The Staffing Business Cash Flow Death Trap (And How to Escape)

In this episode, James Kennedy sits down with Scott Geller, CEO of Path Predict LLC and fractional CFO, to unpack the nuts and bolts of running and scaling staffing firms. Scott explains why staffing is really two sales pipelines (candidates and clients), how cash flow can get crushed by weekly payrolls and 30–90 day receivables, and the practical levers owners can pull – pricing, margins, funding – to stay liquid and grow. He also shares a venture story: guiding a COVID-era sports-tech startup past a so-so VC offer to a stronger strategic exit by building runway, discipline, and options.

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Merushka Chetty

Corey Friedman – From Corporate Burnout to Hospital Mogul in 10 Years

In this episode, James Kennedy sits down with fractional CFO Corey Friedman to unpack two meaty finance arenas: (1) buying and turning around distressed hospitals, and (2) making nonprofit dollars go further with strong grant governance. Corey shares how to read the real story in financials, what diligence looks like when acquiring a hospital, and the practical ways nonprofits can satisfy funders while staying mission-first.

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