Simple Purchase
Order Creation

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.

Standardized POs

Every person looks at the form sees the same information, reducing the chances of mistakes and errors.

Record Keeping

Track the full history of individual POs and even add custom notes to reflect any updates or extra information, all from within our app.

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

Jeffrey Heybruck – A La Carte Billing Was Killing Profits – Here’s the Fix

In this episode, James Kennedy chats with Jeffrey (Jeff) Heybruck, CPA and founder of Lucrum Consulting in Charlotte, NC. Jeff breaks down how he helped a high-end landscaping firm transform its maintenance arm from custom, ad-hoc work into packaged, recurring revenue – boosting margins, simplifying ops, and making the company far more attractive to a private-equity roll-up. Along the way, he shares CFO tactics for pricing, renewal timing, quoting, and why you shouldn’t kill an “unsexy” service that quietly drives both profit and pipeline.

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Merushka Chetty

Shane Spellman – Fractional CFO Saves Client $500K in M&A Deal

James Kennedy sits down with Irish fractional CFO Shane Spellman, founder of Spellman Profit Partners, to unpack how a buy-side, board-level investment lens can transform SMB decisions day-to-day and at exit. Drawing on Shane’s time leading return-on-investment and M&A support at Kerry Group, they cover capital ranking, integration pitfalls, and why “you can do anything – but not everything” should guide every owner’s roadmap.

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Merushka Chetty

Joey Albertson – CFO Found $2.5M Unbilled Revenue

In this episode, James sits down with fractional CFO Joey Albertson – founder of The Profitability Project – to unpack the “$2.5M mistake” she uncovered within 30 days at a B2B SaaS company. They get tactical about balance-sheet reconciliations, fixing SaaS billing leaks, and how Joey’s Clarity → Structure → Profitability framework delivers fast, measurable results (without a six-month wait).

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