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

This CFO’s Strategy Saved a Failing Business

In this insightful episode of the Gross Profit Podcast, we sit down with Leonard Fom from FinOps Squad to explore the transformative power of a fractional CFO. Leonard shares a compelling story of how he helped a business restructure its debts, leverage its network for investment, and move from stagnation to expansion.

We also delve into Leonard’s experience at the World Finance Forum, discussing the latest trends in AI and the evolving role of finance leaders. Don’t miss Leonard’s inspiring journey and the practical strategies he shares for driving business success.

Read More »
Merushka Chetty

The Hard Truth About Starting Your Own Business

In this episode of the Gross Profit Podcast, James delves into the journey of Eric Reinacher, owner and CEO of Sentinel Finance Group.

Eric shares his experience transitioning from being a fractional CFO in California to starting his own business in Kansas City. They also discuss key insights such as protecting your equity while obtaining funding, and the balance between revenue growth and business efficiency.

Tune in for a detailed look at the dynamics of starting anew, managing client relationships, and strategic financial planning.

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Merushka Chetty

What Most Business Owners Get Wrong About Pricing

Join James as he sits down with Harriet Formby from Below the Line Finance for an animated discussion on the book ‘Profit First’ by Mike Michalowicz.

Harriet, a fractional CFO and business mentor, shares her valuable insights into how the ‘Profit First’ methodology can benefit entrepreneurs, why it may not always work, and the hidden operational inefficiencies to be mindful of.

Don’t miss this episode packed with actionable advice and deep dives into the world of finance and profit management!

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