Purchasing Software: Create Purchase Orders

Jason Andrews – One Cold Email Changed His Career Forever

This week James sits down with Jason Andrews from FloQast to unpack the unexpected journey from accounting to marketing – and the lessons learned scaling a finance function through hypergrowth. Jason opens up about his time at Twilio, where he helped guide the company from $650M to over $4B in revenue, led a massive ERP migration, and managed a global team across five time zones. He also shares why he made the surprising leap into marketing at FloQast and how his accounting DNA continues to drive his impact.
Whether you’re navigating messy month-end closes, leading through explosive growth, or considering a career pivot, this episode is full of wisdom on process, people, and perspective.

Garon Goodspeed – QuickBooks to NetSuite: The REAL Nightmare

This week James sits down with Garon Goodspeed, co-founder of Treaty Oak Financial Services, to explore three essential areas every finance leader should understand. First up: what it’s like to prepare for an IPO – and then walk away just before the bell rings. Next, Garon shares battle-tested advice on designing sales compensation plans that motivate teams without blowing the budget. Finally, Garon reflects on launching his own fractional CFO practice and reveals what fueled its rapid growth in just a few months.
Whether you’re scaling toward a liquidity event, managing a fast-moving sales team, or thinking about starting your own CFO consultancy, this episode is packed with lessons from the trenches.

Hillel Steiner – This Israeli CFO Secret Could Double Your Profits

This week James sits down with Hillel Steiner, founder of ProfitUp Financials and a fractional CFO based in Israel, to discuss the surprising advantages of working with international finance talent. Together, they dive into the differences between U.S. and Israeli business cultures, what founders often get wrong about funding, and how having a strong financial strategy can be the difference between staying stuck and scaling up.
Hillel also walks through a real-life case study of a BI company stuck in a high-revenue, low-profit cycle – and how he helped them transform by refocusing their service model and aligning their team more efficiently.
Stick around to the end for a massive bonus offer from Hillel that’s perfect for growing service-based companies.

auto Requisition

Finance operations

SUPPLIER MANAGEMENT

If Elon knocked on your door... what would happen next?

Purchasing + Spend Management Automation Tools

Is Purchasing a Ticking Time Bomb in your Business?

If you’re responsible for company spending, you'll know that for every purchase made there are hidden costs beyond the price that are not so obvious at first glance. We’ve all heard horror stories about budgets spiraling out of control and fraud going undetected for years.

Your Buyers Don't Have the Tools they Need...

Purchasing is insanely hard to control and a #1 time killer for finance teams... but despite this, buyers have very few software options in comparison to the software options that sales people have to help them stay on top of their processes.

The "Sales" Software Landscape​Sales teams have 1000's of fancy toys.

The "Buyers" Software Landscape​Buyers only have a handful of software options.

Purchasing Anxiety is a Real Thing...

This gap makes controlling spend a real hassle and buying items with the company card a frightening experience. If you ever investigated the world of purchasing software you probably noticed that all the systems on the market are either too expensive or look the same.

We bring your entire purchasing process together in a single cloud based app.

Our magical purchasing tools automate away your most boring, time-consuming purchasing tasks.

NEW: Invoice Scan & Match

Easily manage invoices: just scan, match, approve, and you're done!

Punchouts Online Shopping Add-on

Turn your online shopping cart into a ready-to-go draft PO. We support 100's of online stores.

Mobile App

Allows users on the move or working from remote locations create, approve and reject POs.

Zapier Integration​

Connect your purchasing system with thousands of the most popular apps, so you can automate your work.

It integrates with your favourite apps...

...and is rated by our customers as the leading purchasing software

Latest News & Resources for CFOs

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Purchasing is insanely hard to control and a #1 time killer for finance teams...
but despite this, buyers have very few software options in comparison to the
software options that sales people have to help them stay on top of their processes.

The "Sales" Software Landscape
Sales teams have 1000's of fancy toys.

The "Buyers" Software Landscape
Buyers only have a handful of software options.

We bring your entire purchasing process together
in a single cloud based app.

Zapier Integration

...and is rated by our customers as the
leading purchasing software