SmartDocs vs. Base

Manage Every Purchase & Payment in One Place Order.co centralizes purchasing across all your vendors. Teams can shop from a customized catalog, submit orders for approval, and let the platform handle the rest. From logging into vendor sites and placing e-commerce orders on your behalf to generating compliant POs and reconciling invoices, Order.co eliminates manual tasks and ensures that every purchase is compliant, trackable, and on budget. Unlock 5-8% cashback rewards with AI-Powered Sourcing Order.co’s AI sourcing scans thousands of vendor data points — such as pricing, delivery speed, reliability, and more — to identify the best-fit supplier for each purchase automatically. Tap into a network of 15,000+ suppliers, access exclusive discounts, and proactively respond to shifting market conditions like price swings and tariff changes. Most customers save 5–10% in categories like maintenance and office supplies. Simplify Invoice Management & Automate Payments Reduce invoice processing time by over 80% with automated coding, 3-way matching, and reconciliation. Sync directly with QuickBooks Online, Sage Intacct, NetSuite, and more to pay on your terms and close your books faster, with fewer errors. Plus, unlock more float than traditional credit cards or card-based spend management solutions. Control Spend Without Slowing Teams Down Set granular approval workflows and custom budgets by user, location, or GL code. Order.co ensures teams stay compliant, even when ordering from e-commerce sites, while flagging fulfillment risks or delays, suggesting smarter alternatives automatically. Gain Real-Time Spend Insights & Forecast with Confidence Track spend as it happens. Get a real-time view of spend by department, vendor, or location. Evaluate supplier performance and forecast with predictive insights that help your business stay ahead of change.

Sage Intacct stands out as a leading cloud-based financial management solution tailored for businesses on the rise. This software encompasses a wide array of functionalities, such as essential financial operations, accounts payable and receivable, cash flow management, and the ability to consolidate multiple entities. By automating vital financial tasks, it significantly boosts both efficiency and accuracy. Users can access real-time financial data through user-friendly and customizable dashboards, which aids in making informed, data-driven decisions. Moreover, Sage Intacct integrates effortlessly with a variety of business applications, providing a cohesive overview of operations and promoting data consistency and teamwork across different departments. Its advanced reporting and analytics features empower users to create comprehensive financial reports, monitor essential performance metrics, and derive valuable insights into their financial health. Scalable and dependable, Sage Intacct is trusted by numerous organizations globally. It adeptly manages complex organizational frameworks with its multi-entity management capabilities, ensuring smooth consolidations and inter-entity transactions. The cloud-based architecture guarantees ongoing updates and innovations, keeping financial management tools relevant. Additionally, with its award-winning customer service, Sage Intacct equips businesses to enhance their operational efficiency and financial clarity, ultimately driving growth and success.

Fraxion is a unified procure-to-pay platform designed specifically for mid-market organizations. It brings purchasing, AP, expense management, and spend visibility together, helping finance teams manage and control company spend from one connected system. The platform supports the entire purchasing lifecycle with automated requisitions and POs, configurable approval workflows, real-time budget and policy enforcement, PunchOut and catalog purchasing, AI-powered invoice processing, spend analytics, payments, and mobile access. Fraxion creates a complete, auditable record of every transaction from the initial request through final payment. Built for the Office of the CFO, it can be adopted incrementally—starting with procurement or AP automation and expanding into a complete procure-to-pay solution without requiring a reimplementation. SOC 2-compliant and integrated with leading ERP and accounting platforms including Sage, Microsoft Dynamics, NetSuite, QuickBooks, and Xero. For more than 20 years, Fraxion has supported organizations across healthcare, life sciences, agriculture, education, and natural resources.

Zahara's cloud-based solution streamlines budget management and supplier interactions while facilitating multi-tier purchase and delivery approvals, as well as invoice reconciliation. The platform integrates flawlessly with leading accounting software like QuickBooks Online and Xero, offering growing SMEs enhanced visibility and centralized oversight of their procurement activities. Zahara is designed to regulate spending within a business by automating the entire purchasing process, from the initial request through to vendor purchase order issuance. Additionally, it manages the receipt of deliveries and ensures that vendor invoices are accurately matched and processed before being forwarded to the finance department. With Zahara, organizations can achieve greater control over their expenditures while significantly accelerating their processing times, ultimately leading to more efficient operations. This comprehensive approach to purchase management not only simplifies the workflow but also empowers teams to make informed financial decisions.

Traild is an intelligent accounts payable automation platform designed to simplify and protect financial operations. It integrates deeply with leading ERP and accounting systems to automate AP from invoice capture through payment. The platform reduces manual workloads by automatically approving low-risk invoices while routing high-risk invoices for review. Traild is uniquely built with fraud prevention as its foundation, using AI-powered risk analysis to detect errors, duplicate invoices, and potential fraud. Real-time dashboards provide full visibility into invoice status, approvals, and cash flow. Finance teams can prioritize exceptions instead of processing routine transactions. Traild supports complex workflows across industries such as manufacturing, construction, healthcare, agriculture, and energy. Industry-specific features address challenges like landed costs, retainage, and multi-entity operations. Traild Pay enables fast, secure, and fully integrated digital payments. ERP integrations are plug-and-play, allowing rapid deployment with minimal disruption. The platform improves internal controls without slowing down operations. Traild helps organizations achieve efficient, secure, and scalable AP management.

LinkSquares is an innovative web application aimed at enhancing the productivity of legal and finance teams. This AI-enabled contract repository efficiently extracts crucial terms from agreements and offers valuable insights through comprehensive searches, tailored reports, and advanced analytics. By automating the contract review process, LinkSquares enables rapidly growing companies to save significant time and reduce expenses that would otherwise arise from manual reviews and external legal counsel. The platform meticulously analyzes and organizes structured data from each contract, going beyond mere full-text searches. With features like interactive dashboards and customized reporting tools, LinkSquares empowers users to leverage their contract data effectively. It streamlines every phase of the contract lifecycle, allowing for quicker drafting, review, and finalization of agreements. While LinkSquares excels in various aspects of contract management, it currently does not draft contracts on your behalf—though that's a feature in development. This comprehensive approach positions LinkSquares as a game-changer in contract management.

FISPAN transforms how banks and businesses connect by embedding secure banking services directly inside ERP and accounting systems. As a leader in embedded ERP banking, FISPAN enables seamless connectivity between Tier 1 banks (across the US, Canada, and UK) and NetSuite, Sage Intacct, Workday, Microsoft Dynamics 365 Business Central, QuickBooks, and Xero. Finance teams can automate accounts payable, accelerate accounts receivable, access near real-time bank feeds, initiate payments, manage multi-entity cash positions, and streamline reconciliation, all without ever leaving their ERP. Secure API integrations replace manual file uploads and outdated formatting processes, ensuring accurate, reliable transaction data flows directly into the ERP. The result: improved cash visibility, reduced operational risk, faster financial workflows, and a modern banking experience built directly inside your ERP or accounting software.

Odoo is a highly customizable and open-source software solution that features a wide array of professionally crafted business applications. With its user-friendly database, Odoo addresses various business requirements, encompassing areas such as CRM, Sales, Projects, Manufacturing, Inventory, and Accounting. This versatile software is suitable for businesses of all sizes and budgets, making it an ideal choice for diverse company needs. The cohesive design of Odoo enhances operational efficiency and helps businesses save valuable time. Each module is designed to work harmoniously, providing a fluid experience as users navigate from one application to another. Automation capabilities allow users to streamline numerous tasks that would typically require manual entry across various systems. Odoo fosters collaboration among team members by consolidating all critical business functions onto a single platform, which ultimately enhances productivity and organization within the company. Furthermore, its adaptability ensures that businesses can continually evolve and tailor the system to their changing requirements.

Pipefy is the Enterprise-Grade Business Orchestration and Automation Technologies (BOAT) platform. It serves as a central orchestration layer that connects people, AI agents, and legacy systems into a unified operation. While traditional BPM solutions require months of engineering and consulting to deploy, Pipefy is architected to deliver AI-driven results in days. This speed enables IT leaders to solve the "backlog crisis" and modernize operations without the high cost of changing ERPs. Why Enterprise IT chooses Pipefy: 1. Elimination of Shadow IT: Unsanctioned tools create security risks and data silos. Pipefy’s "Adaptive Governance" model allows IT to set strict guardrails ("Safe Zones"). This empowers business units to build their own workflows—reducing the IT ticket backlog—while Technology teams maintain full visibility and control over data security and architecture. 2. Legacy Modernization (Two-Speed IT): Pipefy extends the capabilities of rigid legacy stacks (Systems of Record). By acting as an agile "System of Engagement" on top of SAP, Oracle, or Mainframes, it allows companies to deploy modern digital experiences and complex process logic without touching the delicate core code. 3. Agentic AI & Automation: The Pipefy Agent Studio moves beyond simple chatbots. It enables the deployment of specialized AI agents capable of executing tasks, reading unstructured documents (IDP), and routing requests based on complex rules. It creates a "Human-in-the-Loop" environment where AI handles the volume, and humans handle the exceptions. 4. Proven Economic Impact: Verified by a Forrester TEI study, Pipefy delivers a 260% ROI and a payback period of less than 6 months. It allows organizations to process high volumes of service requests (HR, Finance, Procurement, CS) with greater accuracy and less manual overhead. Compliance: SOC2 Type II, ISO 27001, ISO 42001 (AI Management), and SSO (SAML/OIDC) ready.

The SBS QMS Suite is composed of five interrelated software modules designed to enhance Quality compliance efficiency. 1) The SBS Quality Database includes tools for managing CAPA and 8D corrective actions, overseeing nonconformance issues, conducting risk analyses such as FMEA and SWOT, handling various audit management needs, and ensuring Environmental Health and Safety (EHS/HSE) compliance. 2) SBS Ground Control focuses on managing employee training through a Learning Management System (LMS), offering self-paced training options, and providing document control features. 3) SBS Asset Tracking Database oversees calibrated equipment, preventive maintenance schedules, and comprehensive asset inventory management. 4) The SBS Inspection Database captures and records inspection data for incoming materials, in-process checks, and final product assessments, allowing for the generation of real-time SPC charts, development of inspection and control plans, and archiving data for future statistical evaluations. 5) The SBS Vendor Management maintains an approved vendor list (AVL), formulates vendor qualification plans, and tracks the qualification history of suppliers. Each of these modules may be purchased individually or in any combination to meet your needs. On-premise and cloud-based options are available. Free demos are available for download or contact us for a cloud-based demo.