ProcureDesk — Procurement and AP Automation for Mid-Market Companies
ProcureDesk automates purchasing and accounts payable for companies with 50 to 1,000 employees. Most of our clients came to us running the same process: someone emails a vendor, a manager approves it verbally, an invoice shows up three weeks later coded to the wrong account, and the CPA firm spends a month-end close time cleaning up what never should have been messy.
We fix that. Every purchase request, approval, PO, receipt, and invoice is tracked in one place and automatically synced with the ERP. No double entry. No month-end surprises.
We connect natively with QuickBooks, Sage Intacct, NetSuite, Bill.com, and Microsoft Business Central.
Company Facts
Founded: 2018
Headquarters: Cincinnati, OH
Customers: 500+ mid-market companies
Capterra Rating: 4.8 starsWebsite: procuredesk.com
Who We Serve
Mid-market companies in construction,charter schools, logistics, manufacturing, and MRO, biotech and life sciences, and professional services. The common thread: they've outgrown email approvals and spreadsheets, but they're not looking for a six-figure enterprise deployment. They need real controls, fast implementation, and a team that picks up the phone.
What the Product Does
Purchase Order Automation: Employees submit a purchase request. It routes to the right approver automatically based on amount, department, or vendor type. Once approved, a PO generates and goes to the vendor. Nothing gets ordered without a documented approval on file.
For teams buying from the same suppliers regularly, ProcureDesk connects to 200+ punchout catalogs — Amazon Business, Staples, Grainger, Home Depot, Dell, and more. Employees shop on the supplier's site from inside ProcureDesk, submit the cart, it goes through approval, and the PO fires automatically. No system switching. No rogue orders.
Budget Controls: Before any purchase request is approved, ProcureDesk checks it against the available budget. Managers see live spend vs. budget by department, cost center, project, or vendor. Your clients stop finding out about budget overruns at month-end and start preventing them before the money is spent.
3-Way Invoice Matching: When an invoice arrives, ProcureDesk matches it against the original PO and the receiving record automatically. If the numbers line up, it moves forward. If they don't, it gets flagged before payment. Duplicate invoices and billing errors get caught before the check goes out, not after.
AP Automation: Invoices come in via email, OCR capture, or the supplier portal. ProcureDesk codes them automatically based on historical patterns, routes them for approval, and syncs to the ERP on payment. Clients typically cut invoice processing time by up to 80%.
Bill Pay: Once an invoice is approved, ProcureDesk pays it. ACH transfers, physical checks, and virtual cards are all supported natively. Finance teams choose the payment method that fits the vendor, initiate payment without logging into a separate banking portal, and track status in real time from the same dashboard they use for everything else. Every payment syncs automatically to the ERP. No manual uploads. No double entry. If you are already using Bill.com, you can continue using it as ProcureDesk integrates with Bill.com
Corporate Cards: Virtual and Physical: ProcureDesk issues virtual cards directly from approved purchase requests. An employee gets a request approved, a virtual card is generated instantly, and they spend against it without ever leaving the platform. Each card carries the controls set at approval: spend limit, approved vendors, category restrictions, and expiry date. Physical cards are available for field teams or in-person spend. Every transaction auto-reconciles against the original purchase request and syncs to the accounting system. No expense reports. No manual matching. No surprises at month-end.
Spend Visibility and Reporting: Finance teams get real-time dashboards showing open POs, pending invoices, vendor spend, department spend, and budget vs. actual. Not a static report. Live data, any time.
Multi-Entity and Multi-Location Support: For companies operating across multiple legal entities, locations, or cost centers, ProcureDesk handles consolidated reporting with entity-level controls. One platform. Full visibility across the whole business.
Mobile Approvals: Managers approve purchase requests and invoices from their phone. Approvals don't stall because someone is traveling or out of the office.
Vendor Portal: Vendors submit invoices directly through a dedicated portal. Fewer emails. Faster processing. Fewer lost invoices.
ERP Integration: Two-way sync with QuickBooks Online and Desktop, Sage Intacct, NetSuite, and Microsoft Business Central. Chart of accounts, departments, cost centers, and vendor lists pull from the ERP. Approved transactions push back automatically.
Security and Compliance
- SOC 2 Type II certified
- Role-based access controls so finance teams, approvers, and executives each see only what's relevant to them
- Full audit trail on every transaction: who requested it, who approved it, when, and why
- Data encrypted in transit and at rest
Pricing
Subscription-based, priced per module. Plans start at $498/month. Annual contracts available. Demo and free trial available on request.
Contact us for client-specific pricing: sales@procuredesk.com
For CPA Firms
Most CPA firms are already seeing the problem in their clients' books. Unapproved purchases. Invoices coded to the wrong account. Budget overruns nobody caught until close. The month-end takes two weeks because AP is still chasing approvals.
ProcureDesk solves that problem. And for the firms that bring it to clients, it opens up revenue that doesn't require a single additional hire.
Bill the implementation. Setting up ProcureDesk for a client — ERP connection, approval workflow design, chart of accounts mapping, user training — runs 20 to 40 hours of consulting work your firm can own. That's new revenue on a client you're already serving.
Build a spend advisory retainer. Once ProcureDesk is live, your clients will have real spend data for the first time. A monthly or quarterly spend review becomes a natural service to offer. It's high-value work, and it deepens the relationship without adding complexity to your practice.
Stop being the compliance vendor. Firms that help clients build financial infrastructure are harder to lose. When you're embedded in how a client buys, approves, and pays, you're not just their accountant. You're part of how they run the business.
Your close work gets easier too. Pre-approved purchases, matched invoices, and a complete audit trail mean less cleanup from you and fewer surprises when you need records from your client.
CPA Partner Program
- Referral fee on every closed deal you source
- Revenue share on the implementation work your firm delivers
- We'll join client calls with you when it helps
- Dedicated partner manager from day one
- Co-branded materials for client conversations
Implementation
Every new customer gets a dedicated implementation manager who owns the entire onboarding process: ERP connection, workflow configuration, chart of accounts mapping, user setup, and training. Most clients are fully live within 15 to 30 days.
What Clients Say
"ProcureDesk gives finance eyes and ears over the procurement process. Implementation is simple and the ease of integration between ERP and ProcureDesk make it an easy answer to a complex problem. I've never had an end user complain about it being too difficult." — Benjamin S., G2 Verified Review"
Ease of operation, ability to check status of orders, great system of checks and balances. The integration to our accounting software makes things seamless and smooth. Customer support is always available, clear, and concise." — Patricia W., Capterra Verified Review
Get Started
For CPA firms: Book a 30-minute partner call. We'll show you how ProcureDesk fits your client base and walk through the partner program in detail.
For companies: Request a demo built around your ERP and your industry.
Partner inquiries: partners@procuredesk.com
Sales inquiries: sales@procuredesk.com
Website: procuredesk.com