Procurement, Purchase Order and AP Automation with Budget Control

ProcureDesk is a procure-to-pay platform for finance teams that run Sage Intacct. It covers purchase requisitions, budgets, approvals, purchase orders, receiving, invoice capture, three-way matching, payments and company cards in one system. It connects to Sage Intacct through a direct Web Services API, so no middleware sits between the two.

Most AP tools start at the invoice. ProcureDesk starts at the request. Every requisition is checked against the Sage Intacct dimension budget (department, project, location, or any custom dimension) before approval, and approved POs count as committed spend before an invoice posts. An AI agent codes invoices and reviews them before submission, so bills reach Sage Intacct already matched to an approved PO and a receipt.

ProcureDesk supports single-entity and multi-entity Sage Intacct companies across all editions. Finance teams in construction, property management, life sciences, logistics, manufacturing, charter schools and renewables use it to control spend before the invoice arrives.

Results from Sage Intacct customers

• Aeon: Cleared a 200-invoice approval backlog across more than 50 entities.
• Metabolon (life sciences): Month-end close went from 5 to 6 days to 3 to 4 days.

Setup: Connection takes under 30 minutes of IT time. Go-live is typically 2 to 4 weeks for a single entity and 6 to 8 weeks for five or more entities, with a dedicated implementation specialist and 30 days of post-launch support. ProcureDesk is SOC 2 compliant and doesn't store your Sage Intacct credentials.

Key Benefits:

Budgets

• Dimension-level budgets: Set and track budgets by any standard or custom Sage Intacct dimension.
• Committed spend tracking: Approved POs count against the budget before the invoice posts.

Purchase Requisitions and POs

• Purchase request management: Employees request purchases, blanket orders, travel and quotes from one form.
• Punchout catalogs: Over 200 vendor catalogs, with no catalog maintenance on your side.
• Item flexibility: Request items without maintaining an item master for every purchase.
• Approval workflows: Multi-level routing by amount, department, category and dimension.
• Receiving: Mobile receipt tracking with goods receipt notes.
• Supplier self-service portal: Suppliers submit invoices and check status directly.

AP Automation

• OCR invoice capture: Invoices are read and entered automatically.
• AI agent for coding and review: Suggests GL coding and dimensions, reviews each invoice against the PO and receipt, and prepares it for submission.
• Three-way matching: Quantity, price, GL code and vendor are validated with configurable tolerances.

Payments and Cards

• Payments: Pay approved bills by ACH, check or virtual card from ProcureDesk.
• Virtual and physical cards: Issue cards with spend controls tied to your budgets and approvals.

Mobile App

• Approve requests, track receipts and create goods receipt notes from your phone.

Sage Intacct Integration

• Direct two-way API sync: No Zapier, Workato or other middleware.
• Synced from Sage Intacct: Vendors (with payment terms, 1099 settings and entity assignments), expense GL accounts, items, standard and custom dimensions, locations and entities.
• Synced to Sage Intacct: Approved POs and bills, with GL accounts and dimensions applied, in 2 to 3 seconds.
• Synced back to ProcureDesk: Payment status.
• Multi-entity support: Each request routes to its own entity's approvers and budget.

Requirements:

Price:
Annual Subscription

Integration Approved Countries:
United States