AI & Automation

3-Way Matching for CAS Firms: From Bookkeeper to Advisor

3-Way Matching for CAS Firms: From Bookkeeper to Advisor Learn more icon

3-way matching for CAS firms is the process of verifying every client invoice against a purchase order and a delivery receipt before approving payment. This single control separates advisory-level CAS engagements from commodity bookkeeping. TL;DR 1. One control, three documents. Every payment requires a matching PO, delivery receipt, and invoice — before a single dollar… Continue reading 3-Way Matching for CAS Firms: From Bookkeeper to Advisor

AI in Procurement: Why Augmentation Is No Longer Enough

AI in Procurement: Why Augmentation Is No Longer Enough Learn more icon

Augmentation fails. See how AI in procurement builds an autonomous engine to control spend, enforce governance, and automate the 3-way match. TL;DR The Problem: Most finance teams are using AI merely to “augment” broken processes—like using GenAI to write emails faster. This speeds up the chaos but doesn’t fix the lack of control. The Shift:… Continue reading AI in Procurement: Why Augmentation Is No Longer Enough

Top 7 Procure to Pay Suite Solutions in 2026

Top 7 Procure to Pay Suite Solutions in 2026 Learn more icon

If you’re managing over 100 invoices per month without a centralized system, you’re likely to face budget overruns, approval delays, mismatched vendor invoices, and late payments. A procure-to-pay (P2P) suite allows you to track, manage, and control your purchasing, accounts payable, and payment workflows with automated solutions.  In this article, we’ll review the 7 best… Continue reading Top 7 Procure to Pay Suite Solutions in 2026

Precoro vs Zip: Which is the Best Tool for SMBs in 2026?

Precoro vs Zip: Which is the Best Tool for SMBs in 2026? Learn more icon

Precoro and Zip simplify purchasing, approvals, and spend control, but they‘re designed for different use cases. Precoro focuses on giving teams a full procure-to-pay system with purchase orders, budget tracking, and vendor management. Zip specializes in intake-to-procure workflows that streamline approvals and connect requests to downstream systems. In this article, we’ll compare Precoro vs. Zip… Continue reading Precoro vs Zip: Which is the Best Tool for SMBs in 2026?

Coupa vs. Tipalti: Which Software to Choose in 2026?

Coupa vs. Tipalti: Which Software to Choose in 2026? Learn more icon

Both Coupa and Tipalti help finance teams manage their procurement and accounts payable, but they cater to different spending needs. Tipalti helps you process invoices, pay contractors in different countries, and handle multi-currency transactions. Coupa specializes in procurement and spend control, overseeing sourcing, approvals, and budgets before money is spent. Choosing between the two depends… Continue reading Coupa vs. Tipalti: Which Software to Choose in 2026?

7 Best Point Purchasing Alternatives: 2026 Reviews

7 Best Point Purchasing Alternatives: 2026 Reviews Learn more icon

Point Purchasing’s web-based system handles basic requisitions and authorization routing, but growing companies need more robust procurement automation. Many finance teams struggle with Point Purchasing’s limited mobile access, outdated interface, limited punchouts, and lack of comprehensive accounts payable automation. We compiled this guide to review ProcureDesk and other procurement solutions that offer modern features Point… Continue reading 7 Best Point Purchasing Alternatives: 2026 Reviews