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

Aldo Aprile -Why Restaurants REALLY Fail

In this episode, James Kennedy sits down with Aldo Aprile, CPA and founder of Aprile CPA, to explore why every fractional CFO needs a close partnership with a tax expert – and why savvy business owners should plan taxes year-round, not just at filing time. Drawing on Aldo’s upbringing in a Peruvian family restaurant, his stints at GE, AmEx, PF Chang’s and more, they dig into restaurant prime-cost math, setting performance incentives, and the critical tax-planning moves that can save entrepreneurs tens of thousands each year.

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Merushka Chetty

Christophe Gantzer – Swiss Expert: Your Supply Chain Will Fail

In this episode, James Kennedy sits down with Christophe Gantzer, fractional CFO and co-founder of Clear Edge, to unpack the seismic shift in ESG and sustainability reporting across Europe – and what it means for Swiss and EU businesses alike. Drawing on his 20+ years in finance and his unique perspective as a French expat in Switzerland, Christophe explains the new CSRD/ESRS framework, how non-financial KPIs are now a finance function imperative, and why risk management must expand to cover environmental and social “debts.” Along the way, he shares real-world examples – from chocolate price shocks to cyber-risk parallels – that illustrate why CFOs can no longer sit on the sidelines of sustainability.

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Merushka Chetty

Scott Clements – The Outsourcing Secret NOBODY is Talking About!

James Kennedy welcomes Scott Clements, co-founder of Park Financial LLC and seasoned fractional CFO, to explore how he’s built a coast-to-coast advisory practice using online tools, joint ventures and strategic partnerships. Drawing on his unique journey – from EY auditor to high-school math teacher and back into finance – Scott reveals how he leverages technology and referral networks to serve clients nationwide. He also shares the systems he uses to manage feast-or-famine cash flows, balance in-house versus outsourced talent, and position his firm for steady, sustainable growth.

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