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What is PerpetualBudget?

This application is an all-encompassing web-based budgeting and integrated spend management tool, enriched with various additional functionalities! Originally designed as a desktop budgeting software for Windows, it has evolved into an advanced cloud solution that efficiently oversees project budgets and expenses. At the heart of this application is the smooth integration of project budgets with purchase order tracking, which guarantees that all expenditures are closely monitored. The illustrative tree structure showcases how Purchase Order objects (PO records) are systematically organized in a hierarchical manner. Financial components ascend from the POs (depicted in green) to Projects (represented in wheat), then to Accounts (shown in blue), and culminate in Budgets (illustrated in grey). This organized financial architecture is crafted by a collaborative team, comprising Admins, Project Managers, and Vendor contacts, who work together to establish an initial budget framework. They engage in real-time collaboration to create new POs, approve expenses, issue purchase orders, and oversee all invoices along with any modifications throughout the lifecycle of the POs, ensuring a smooth financial management experience. By adopting this integrated methodology, teams can significantly improve communication and operational efficiency in their budgeting activities, ultimately leading to more effective project execution.

What is InstaSupply?

Streamline the complexities of managing different systems and platforms for tracking your organization's expenditures by adopting InstaSupply, a reliable spend management solution tailored for growing enterprises. This software provides an all-in-one cloud-based platform that incorporates essential features such as purchase order management, approval workflows, budget tracking, delivery oversight, supplier and inventory control, as well as secure storage for invoices and credit documents. Additionally, it facilitates data collection, accounting reconciliation, and payment management, ensuring everything is easily accessible from anywhere. By centralizing all transactions, InstaSupply enables real-time monitoring of spending and payment activities across various currencies and locations, enhancing financial oversight and efficiency. This cohesive strategy not only simplifies business processes but also equips organizations with the necessary tools to make data-driven decisions based on precise and timely financial insights, ultimately fostering growth and success in a competitive marketplace. Embracing such innovative solutions can lead to enhanced operational effectiveness and better financial management in the long term.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

$1495 one-time payment

Pricing Information

$1.00/month
Starter - $70/£50/€60/Month
Basic - $300/£250/€290/Month
Premium - $800/£600/€700/Month
Executive - $1600/£1,100/€1250/Month
Free Version
Free Trial Offered?

Supported Platforms

Windows

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Documentation Hub
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Spicer-Baer Associates

Date Founded

1998

Company Location

United States

Company Website

spicer-baer.com/cloud-tracking-solutions/

Company Facts

Organization Name

InstaSupply

Date Founded

2014

Company Location

United States

Company Website

instasupply.com

Categories and Features

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Version Control

Purchase Order

Not specified

Categories and Features

Procurement

Budget Management
Catalog Management
Contract Management
Inventory Management
Invoice Processing
PunchOut
Purchase Order Management
Receiving
Requisitions & Approvals
Sourcing Management
Spend Management
Supplier Management

Purchase Order

Not specified

Purchasing

Catalog Management
Contract Management
Inventory Management
Invoice Processing
Purchase Order Management
Sourcing Management
Spend Management
Supplier Management

Vendor Management

Contact Management
Customer Database
Self Service Portal
Supplier Master Data
Transaction History
Vendor Maintained Profiles
Vendor Managed Inventory
Vendor Performance Rating

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