Upload and Import Line Items: A Comprehensive Guide

Mike Jerman – Why PE Firms NEED Fractional CFOs

In this episode James Kennedy sits down with Mike Jerman, founder of Hollywell Partners, to dive deep into the world of financial due diligence, quality of earnings, and the real work behind private equity deals. Mike shares his unique journey from Air Force captain to PwC director and ultimately founder of a high-performing fractional CFO firm that he later sold to a PE-backed group.
They explore why private equity firms rely on fractional CFOs, the hidden risks revealed in due diligence, and what really separates accounting from financial storytelling when preparing a business for sale. Mike also opens up about how his firm discovered fraud during a routine quality of earnings check – and what business owners can learn from that.
Stick around to the end to hear Mike’s heartfelt tribute to his business mentor, and why mentorship is one of the most underrated drivers of success.

Adam Sher – Why Your Tax Accountant Is Killing Growth

In this week’s episode, host James Kennedy is joined by Adam Sher, a seasoned CFO who has worked with some of the most exciting growth-stage companies in the startup ecosystem.
Adam shares what it’s like to parachute into high-growth environments as a fractional CFO, where finance meets chaos, and strategy meets reality. With a background that spans e-commerce, SaaS, and AI, Adam brings a refreshingly honest take on how CFOs can balance operational excellence with founder vision – especially when the numbers tell a different story.
From managing investor expectations to rebuilding financial infrastructure after layoffs, Adam’s war stories offer valuable insights for CFOs, founders, and operators alike.

Tiffany Vogel – The 3-Year Plan to Build and SELL a CFO Empire!

This week James sits down with Tiffany Vogel, founder of Insight CFO Services, to explore what it means to build a scalable, values-driven fractional CFO firm from the ground up. Tiffany shares her unconventional decision to take on debt and build a team from day one – defying the typical solo CFO path.
They dive into her background in healthcare analytics, her real estate investing success, and how those experiences shaped her approach to financial leadership. Tiffany also talks candidly about setting boundaries, managing burnout, and keeping her mission at the center of everything she builds.
Stick around to the end to hear how she’s planning retreats for founder transformation – and why every CFO should be thinking about their exit, too.

auto Requisition

Finance operations

SUPPLIER MANAGEMENT

Line ItemUpload & 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

Based on 345 reviews on G2 Crowd and Capterra

Ready to get started?

Get 7 days access. No credit card required.

Latest news & resources for CFOs

Over 10,000 Happy Users

Here's what they have to say about www.procurementexpress.com

By Industry

Requisition

Finance Ops

Company

Line Item
Upload & Import