Sage’s ERP system offers a purchase order module so procurement teams can create purchasing dashboards, build POs, manage approvals, and send POs to vendors.

However, many organizations look for complementary, dedicated purchase order software because Sage’s module is relatively lightweight. More specifically, it lacks automation tools, and most teams find it isn’t very scalable. 

In order for users to build or send POs (for approval or to vendors), they have to be added to Sage’s system. This means managers have to buy licenses and grant access to every person in the organization who wants to place orders with vendors. Or, they have to create separate purchase request forms and build POs themselves. 

Then, users must manually add line items and send POs to the right person(s) for approval, and once they’re approved, email POs to vendors. 

This process becomes time-consuming and disorganized once teams manage more than a dozen POs per month. 

So, we put together this guide reviewing six popular purchase order software compatible with Sage.

We review our P2P solution, ProcureDesk, and five other top-rated tools. 

Best Purchase Order Software Compatible with Sage

1. ProcureDesk
2. Tradogram 
3. Planergy
4. Procurement Express
5. Procurify
6. Coupa

Note: Our post covers options for various business sizes, but since Sage primarily appeals to larger or enterprise companies, we included more options for those teams. However, if you’d like to explore more PO systems for small businesses, read our post on the best purchase order system for small businesses. 

1. ProcureDesk

Scalable, Customizable Purchase Order System & Certified Sage Partner 

ProcureDesk is a complete procure-to-pay system that combines procurement and accounts payable management so teams can work together — managing the purchasing and payment processes — in one system. Our platform includes: 

• Purchase Order Management: Provide a convenient, centralized hub for employees to shop with their favorite vendors. We offer punchout catalogs with popular sites (like Amazon.com), but you can also create custom catalogs for any vendor you partner with. Then, you can set budget controls, approval trees, and request forms to automate approvals and maintain control over the purchasing process. 

• AP Automation: Centralize invoicing, automatically reconcile invoices, and route approved/prepared invoices to Sage Intacct for payment. Our platform natively integrates with Sage (and other accounting software, such as QuickBooks, NetSuite, Xero, and even sites like Bill.com and AvidXchange). 

Our purchase order management tools expand upon Sage’s module — with automation features to streamline approvals. Our system can automatically approve or deny orders and route orders that require manager review to the right people. Then, it automatically converts approved requests to POs and dispatches them to vendors. 

Your teams don’t have to waste time reviewing repetitive requests or manually building POs for vendors. 

We work with organizations of all sizes, and our team provides free white-glove onboarding to help you get up and running.

We’ll configure the platform to your current workflows and connect our Sage integration. Then, you can add vendors or users, update budgets, and create new request forms (you name it) as you grow. 

There’s no cap on vendors or users; we even offer custom enterprise packages for teams with more specialized requirements. 

You can book a free demo to explore ProcureDesk’s features and decide if it’s the right choice for your business — but we’ll also review our core features and Sage Intacct integration in the sections below. 

Procurement Management Suite 

Our procurement management system: 

• Enables everyone in your organization (with access) to shop with vendors and approved sites 24/7. 

• Provides real-time visibility and complete control over purchasing. Procurement managers can see all active POs and real-time spending, and they’re notified of new purchase requests, so nothing slips through the cracks. 

• Frees up time reviewing PRs so procurement teams can work on more valuable tasks (like examining spend patterns for cost savings opportunities). 

Here’s how it works: 

Create a Controlled Shopping Hub for Users to Place Orders with Vendors 

1. Procurement managers create a shopping dashboard with all approved vendors and websites. As mentioned, we provide punchout catalogs for common sites (also Staples, Office Depot, Costco, Home Depot, etc.), but we’ll also help you create custom catalogs. 
   
   
2. Set proactive budget controls. You can control spending in various ways: set budgets by vendor, spend category, department, individual, project, and more. We’ll also show you these controls during onboarding. 
   
   
3. Create purchase request forms to gather more details about orders (why items are necessary, which budgets purchasers intend to pull from, which projects items will be used for, etc.). This justification can speed up review processes as it gives both our system and procurement managers the necessary information to approve or deny orders. 

Automate the Purchase Approval Process 

Simply tell our system how you want it to approve or route orders. 

It can automatically approve orders within budgets that meet specific guidelines while denying orders that exceed budgets or break guidelines. Purchasers are instantly notified if orders are approved or denied (and if orders are denied, why they were denied). 

In addition, you can route certain types of orders to procurement team members for a real-person review. You can configure ProcureDesk to route purchase requests based on any of the following parameters:

• Purchase amount — you can even set different approvers based on the PO amount

• Department or cost center

• General Ledger (GL) account-based approvals

Our system notifies users when new orders require review so they can address requests promptly.  

Then, we offer omnichannel approval tools so users can easily review those requests. They can check requests through the main ProcureDesk dashboard or our mobile apps, but we also integrate with Slack and send email notifications, so users can accept requests through those channels. 

After orders are approved, our system: 

• Converts the purchase request to a purchase order. 
• Sends POs to vendors. 
• Notifies purchasers of order status.  

Note: ProcureDesk supports the following methods for generating purchase orders — • Electronic data interchange (EDI) – the system supports cXML as the preferred method for EDI purchasing transactions and other custom transactions. • Email — the system can email purchase orders to smaller vendors.

Track POs through Fulfillment, Shipping & Receiving

ProcureDesk includes PO tracking, vendor acknowledgments, and receipt management to eliminate tedious email threads in monitoring and verifying orders. 

Vendors can access the ProcureDesk dashboard and leave comments directly on POs. They can acknowledge that POs were received and provide updates if items are back ordered or purchases could be delayed. They can also add estimated shipping dates to POs and share tracking numbers once they dispatch orders. 

Procurement managers and purchasers can see these updates on POs to know when orders are expected to arrive. 

After receiving orders, purchasers can upload a picture of the receipt and log order condition (i.e., confirm quantities and note any damaged items). 

We’ll send purchasers email reminders if they forget to upload, so managers don’t have to nudge employees. 

Procurement and AP teams can utilize receipts to remediate order issues with vendors and reconcile invoices. 

Spend Analysis Dashboard 

Our system provides real-time budget tracking in the central purchasing dashboard (for all users). Managers and purchasers alike can check budgets, review recent orders, and see what’s currently available to spend. 

In addition, ProcureDesk includes spend analysis reports to review purchasing habits and learn more about budgetary requirements. You can review spending by supplier, purchasing category, department (or individual) and see the details of orders to learn more about what users are buying and why. 

This gives you the insight to make smarter purchasing decisions, and: 

• Course correct problem spending — perhaps you have users eating up current budgets to source items for future projects; you could discuss the timing of purchases so you don’t have certain teams taking away the budget from others.  

• Understand the resources each department requires. Then, you can reallocate funds and ensure budgets cover each department’s essentials. 

• Identify commonly-purchased items and negotiate savings opportunities with vendors. You can establish vendor contracts to procure specific items at discounted rates. Vendors will typically offer more flexible payment terms to their partners, too. 

On that note, you can also renegotiate existing vendor contracts to increase cost savings. 

AP Automation Suite 

The ProcureDesk AP automation suite supports the invoice approval workflow, reduces invoice-to-payment time, and pushes ready-to-pay invoices to Sage. 

Centralize Invoices 

Vendors can share e-invoices or drop invoices in portals.

You can create a dedicated portal for each vendor you partner with and manage these relationships separately. Our system supports unlimited vendor portals. 

Alternatively, you can connect your email account with ProcureDesk to route new invoices to our system. (You can also upload paper invoices to our system.) 

Automate Matching

ProcureDesk includes optical character recognition (OCR) to extract essential invoice data like headers, line items, and amounts. Then, it can: 

• Merge duplicate invoices so these don’t cause confusion.

• Match invoices with their corresponding POs and receipts. 

• Flag invoices with discrepancies so a member of the AP team can jump in and troubleshoot. (For example, invoices without related POs or matched invoices where receipts note order issues.) 

Note: Our system offers 3-way matching for physical goods, but in cases where orders don’t include receipts, our system can 2-way match invoices and POs and then route the documents to an AP team member for final verification.

Route Approved Invoices for Payment & Update Payment Status 

You can configure ProcureDesk to automatically route matched invoices to Sage for payment (or add an extra review step for matched invoices before our system pushes them for payment).

Our system imports all invoice data, including a copy of the invoice document, for reference in Sage. There, you can send the payment to vendors. 

Afterward, both systems update the invoice status to “Paid” so team members don’t send duplicate payments. 

ProcureDesk integrates with QuickBooks (Online and Enterprise), NetSuite, Xero, Microsoft Dynamic 365, Bill.com, and more.  

ProcureDesk<>Sage Intacct Connection 

ProcureDesk is a certified Sage partner, so the systems integrate seamlessly. In addition to the benefits mentioned above, here are a few other highlights of this partnership: 

• ProcureDesk automatically pulls all the required master data (e.g., chart of accounts, suppliers, items, payment time, payment terms, etc.) to create a purchase order in Sage so you can add these fields to POs in our system. 

• You can import additional cost elements or dimensions (standard or custom) to make them readily available in ProcureDesk.

• Master data is regularly synced between Sage Intacct and ProcureDesk to ensure both systems always have real-time information.

Pricing & Getting Started

We offer two packages and custom enterprise plans: 

• Our Procurement Automation plan is $518/month and includes the procurement management suite, spend analysis reports, and accounting integrations. 

• Our complete P2P plan is $850/month and includes all the above features. 

Note that if you opt for an annual plan, you’ll receive a 20% discount.

Each package includes: 

• Ten user seats — add more anytime. 

• White-glove onboarding — we’ll integrate ProcureDesk and Sage and help you create catalogs, budgets, and approval trees. 

• Onboarding support — we’re around to answer questions whenever you need assistance.

We also provide three add-on modules to support procurement and AP teams, including: 

• Vendor contract management: Store all contracts in one place and receive renewal notifications so you can renegotiate terms or cancel contracts. 

• Inventory management: See real-time inventory availability. You can even update inventory from your phone. 

• Expense reports: Generate expense reports to analyze credit card spending and manage reimbursements. 

Alternative Purchase Order Software Compatible with Sage 

In addition to ProcureDesk, Tradogram, Planergy, Procurement Express, Procurify, and Coupa all offer native integrations with Sage. 

• Tradogram — for smaller businesses 
• Planergy — for mid-size businesses 
• Procurement Express — for growing and large teams 
• Procurify — for large organizations interested in virtual spend cards 
• Coupa — for enterprises 

2. Tradogram

Tradogram is a popular purchase order software for smaller teams because it offers: 

• A free plan to test the software — you can add vendors, set budgets, create approval rules, and process up to five orders. (However, you can’t access the Sage integration until you upgrade to the paid package.) 

• An affordable but highly scalable paid package that lets you connect unlimited suppliers and catalogs and process unlimited transactions.   

• A full P2P feature set to support purchasing processes, PO management, and invoice approval workflows. 

Tradogram is recommended for small teams because its standard package supports up to 19 users — you must upgrade to a custom enterprise plan if your team grows beyond this. 

Tradogram offers a direct integration with Sage 50 and Sage 300. This integration provides real-time data synchronization and can flag errors or discrepancies in data between systems. 

As we explained with ProcureDesk, integrating these systems streamlines the P2P lifecycle: you can use Tradogram to support the purchase management process and AP workflows and then push approved invoices to Sage for final payment. 

The only note is that Tradogram’s platform requires a slight learning curve, and users may require one-on-one training to learn the features. Tradogram offers guided onboarding but charges extra for this service (unless you opt for an enterprise package).  

Notable Features 

• Custom & punchout catalogs 
• Purchase requisition management 
• Purchase order management 
• Approval routing 
• Vendor management 
• Project management 
• Inventory management 
• Invoice tracking
• Two- and three-way invoice matching
• Sage (50 and 300) integrations — this system is also compatible with Xero, NetSuite, QuickBooks, Microsoft Dynamics 365 & SAP 
• Budgeting & spend management 
• Expense management 
• Reporting dashboard

Pricing 

Tradogram’s paid plan costs $168 per month. It includes all features, the Sage integration, and it supports: 

• Up to 19 users
• Unlimited vendors and suppliers 
• Unlimited transactions 

They also offer enterprise packages at custom prices. 

3. Planergy

Planergy is labeled as a spend management platform, but this solution provides a complete P2P toolset and Sage integrations (with Sage Intacct, Sage 50, Sage 200, and Sage 100). Planergy’s team will set up these integrations and show you the ropes. 

Planergy offers features to manage purchasing and automate invoice reconciliation to reduce errors in the manual process and control spending. 

The Sage integration enables you to export approved invoices for payment. Invoices are pushed over to Sage but are still editable, so you can make changes before issuing payment (but no manual data entry is required unless you want to edit). 

Many users praise Planergy for its easy setup and simple features. They also say customer service is helpful when you have questions. 

However, users say the platform lacks flexibility and specifically mention that the Sage integrations need improvement. Exports can be buggy: the system sometimes pushes invoices without all the data — complex invoices with multiple line items or custom fields are more prone to errors during export. 

The brand markets itself to mid-size teams and doesn’t disclose pricing online, but reviewers say pricing is reasonable and comparable with other P2P software.

Notable Features 

• Custom & punchout catalogs 
• Purchase requisition management 
• Purchase order management 
• Approval routing 
• Purchase order tracking 
• Budgeting & spend management 
• Spend analysis reports 
• AP automation, including two- and three-way invoice matching
• Sage integrations — this system is also compatible with QuickBooks, NetSuite, SAP, Xero, Microsoft Dynamics 365, Bill.com, MYOB, Jiwa, and more.  

Pricing 

Planergy doesn’t share pricing online; you must contact their team for a demo and quote.

4. Procurement Express

Procurement Express is a nice option for growing teams because the platform has a robust P2P feature set and paid packages to upgrade as you scale. However, we recommend them for larger teams due to pricing. 

They receive positive reviews for: 

• Ease of use and intuitive features
• Helpful customer support 
• Fast adoption and mobile accessibility 

However, the platform may lack customization options when creating purchasing workflows or approval rules, and it lacks features to support larger or international teams (like multilingual capabilities) — so despite Procurement Express’s many packages, it might not be the most scalable. 

Procurement Express natively integrates with Sage 50 and Sage 200 to two-way sync master data and purchase orders between systems. You can manage purchasing processes in Procurement Express and then push purchase data to Sage 50. 

Procurement Express also offers accounts payable automation so you can streamline those processes in PE and push approved invoices to Sage for payment.  

Notable Features 

• Custom purchase requisition forms 
• Purchase request management 
• Punchout & custom catalogs 
• RFQ/RFP features (to request quotes from suppliers) 
• Approval workflows
• Vendor management 
• Invoice scanning 
• Three-way invoice matching
• Sage (50 and 200) integration — this system also integrates with QuickBooks and Xero, and you can create custom integrations via Zapier 
• Budget tracking 
• Reporting dashboard 
• Mobile apps 

Pricing 

Procurement Express offers three main packages — Basic, Better, and Best — along with custom enterprise plans. 

In order to access the Sage 50 integration, you’ll have to choose the “Better” plan. However, if you need access to the Sage 200 integration, you’ll have to get the top-tier “Best” plan. 

The Better plan costs $730 per month, while the Best plan costs $1825 per month.

5. Procurify

Procurify is another popular P2P software for growing teams, but they’re unique from competitors (and other options on our list) because it offers virtual spend cards for employees — to manage travel expenses, subscriptions, or in-person purchases. So, if you are interested in spend cards for your employees, you may consider Procurify. 

Procurify is popular for its user-friendly features and modern interface. The software doesn’t require a steep learning curve, and most employees can learn how to shop on the platform without formal training. 

However, Procurify’s downside is pricing. Although Procurify no longer displays pricing on its site, previous rates were comparable (if not pricier) to Procurement Express above. 

Procurify seamlessly integrates with Sage Intacct, so you can push approved invoices and all relevant purchase data to Sage and make the final payment. The integration functions much like ProcureDesk’s and the other options above: you manage purchasing and invoice reconciliation in Procurify and send vendor payments in Sage. 

Procurify offers dedicated support during onboarding and can set up the Sage integration for you in roughly 30 minutes. 

Notable Features 

• Virtual cards (with spend limits)
• Catalog management 
• Purchase requisition management 
• Purchase order management 
• Receipt management 
• Three-way invoice matching
• Reimbursement management 
• Sage Intacct integration — this system also integrates with NetSuite, QuickBooks & Microsoft Dynamics 365, and they offer a platform API to create custom integrations 
• Budget tracking 
• Spend management
• Reporting dashboard
• Mobile apps 

Pricing 

Procurify encourages customers to contact them for a quote.

6. Coupa

 

The last option on our list, Coupa, is a popular option for enterprises and has experience with global brands like Procter & Gamble, Nestle, Uber, and more. 

They offer P2P software, source-to-contract tools, supply chain design and planning, and various consulting services to guide procurement strategies. So, they’re beneficial for growing teams needing more guidance in pinpointing cost savings or sourcing suppliers. 

Coupa’s software solutions also harness new technologies like AI to offer advanced reporting and spend analysis (AI can even analyze data for you to pull critical insights).

However, pricing falls on the expensive side, so Coupa is usually out of budget for small teams. 

Coupa provides an out-of-the-box Sage Intacct integration to connect systems and enable real-time synchronization. This integration lets you share master and transactional data between platforms so they work in tandem. 

Notable Features 

• Purchase order software
• Purchase requisition
• Tools to collaborate on POs
• Open Buy
• Budgeting
• Purchasing fraud detection with spend guard
• SOW-based spend management
• Supplier management
• Contract management
• Inventory management
• Reporting dashboard
• Mobile apps
• AP automation tools 
• Two- and three-way invoice matching 
• Sage Intacct integration — Coupa also integrates with QuickBooks, NetSuite, SAP, Microsoft Dynamics 365, and more via its App Marketplace

Pricing 

Coupa does not share pricing publicly; you must contact them for a custom quote.  

Benefits of Pairing Purchase Order Software with Sage 

In addition to reducing the costs (and headaches) of managing manual processes, the benefits of using a purchase order system with Sage include… 

Enhanced Efficiency of Purchasing

The software improves the efficiency of purchasing activities by automating manual processes, such as data entry, approval workflows, and document processing. It reduces the time and effort required to complete purchasing tasks, allowing employees to focus on more strategic activities. 

This results in faster turnaround times, reduced errors, and increased productivity.

Improved Catalog Management

Purchase order software lets you maintain a centralized database of products and services your suppliers offer. 

This streamlines the requisition process, as employees can easily search and select items from the catalog, reducing the chances of unauthorized or duplicate purchases.

Faster Requisition Processing

Employees can create and submit requisitions electronically, eliminating the need for manual paperwork and reducing processing time. 

Automated approval workflows ensure timely reviews, faster decision-making, and quicker requisition fulfillment.

Proactive Budget Controls & Enhanced Spend Visibility

Purchase order software compatible with Sage Intacct lets you set budgets and provides real-time spend visibility across the organization. You can track and analyze expenditures by category, department, or project, enabling better financial planning and decision-making. 

This visibility helps identify areas of excessive spending, implement cost control measures, and optimize budget allocation.

Real-Time Collaboration

The software facilitates seamless document collaboration among stakeholders involved in the purchasing process. Users can collaborate on purchase orders, invoices, and other document types in real-time. 

This promotes effective communication, reduces approval delays caused by manual handovers, and ensures the accuracy and completeness of information.

Invoice Validation & Accuracy

Purchase order software offers invoice validation features that ensure accuracy and prevent overbilling or payment errors. It compares invoices against purchase orders and contracts, verifies pricing, quantities, and discounts, and identifies discrepancies or anomalies. 

This automates the invoice reconciliation process and reduces the risk of financial loss due to erroneous payments.

Automated Expense Reports

Integrating purchase order software with Sage Intacct enables automated expense report generation. Employees can easily submit expense reports using a purchasing system, attach relevant receipts, and allocate expenses to specific projects or cost centers. 

This simplifies the expense reimbursement process, reduces manual data entry, and enhances accuracy.

Improved Compliance & Audit-Ready Reporting

The software enhances compliance with regulatory requirements and internal policies by enforcing standardized processes and maintaining a comprehensive audit trail. It tracks all purchasing activities, captures approval histories, and securely stores relevant documents. 

This enables easier audits, ensures transparency, and mitigates non-compliance risk.

Cost Savings via More Strategic Vendor Management

The software facilitates effective vendor management by consolidating vendor information, contact details, and performance metrics in one centralized system. 

This allows you to evaluate vendor performance, negotiate better terms, and identify cost-saving opportunities. Streamlining vendor management processes leads to optimized supplier relationships and potential cost reductions.

Insights Into Buying Behavior

The software provides valuable insights into buying behavior through comprehensive reporting and analytics. You can analyze historical purchasing data, identify trends, and make data-driven decisions to optimize procurement strategies. 

This understanding of buying behavior helps negotiate better deals with suppliers, forecast demand, and streamline inventory management.

High Employee Adoption

Purchase order software compatible with Sage Intacct offers a user-friendly interface and intuitive features, fostering high employee adoption rates. Employees can quickly adapt to the system, easily navigate the buying process, and efficiently utilize its functionalities, promoting widespread acceptance and minimizing resistance to change.

Case Study 

We work with a nonprofit organization in New York that, before starting with us, was struggling to manage a manual purchase order process. They presented us with two problems: 

• They have 20 locations across the state, each needing to order supplies to run its daily operations. 

• Their procurement and AP teams implemented a centralized procurement process with Sage Intacct purchasing, but everything was still manual, so managing this process (i.e., fielding approvals and building out POs) was time-consuming. 

Their goal was to improve efficiency in the procure-to-pay lifecycle so they could streamline purchase approvals and send vendor payments on time. 

Before ProcureDesk

Before implementing ProcureDesk, they needed help approving purchase requests promptly.

• The field team would complete a paper requisition form and get approval from the Program Director to start the purchase requisition process.

• Based on the purchase amount, the request must be routed to the Finance Executive Director or sometimes to the organization’s CEO.

• Since it was a paper form, they had to continuously scan and re-scan the documents before they could be sent for approval. At that time, there was no efficient document filing or an auto-fill feature.

• After the request was approved, it was sent to the buyer for building and sending the PO.

• The buyer then went to Sage for this. They could build POs and email them to vendors… manually. 

Approvals could take days. Not only was this process lengthy, but purchase orders would sometimes slip through the cracks (buyers may miss forms or forget to send POs). Requesters were left in the dark this entire time, wondering if purchases were approved or what their status was. 

After ProcureDesk

ProcureDesk simplified and brought structure to their purchasing process, tremendously reducing the approval cycle time. Now:

• The field team creates purchase requests using vendor catalogs. This company purchases a lot from Amazon, so we implemented a punchout process that allows them to pick up orders.

• The system then manages purchase approvals based on predefined transaction criteria, routing requests to the right procurement team members. 

• The system then notifies approvers. Users love the mobile application because it makes it easier to approve purchase requests instantly — and from anywhere.

• Once the purchase request is approved, ProcureDesk generates a PO.

• ProcureDesk sends the purchase order to the vendor as instructed in the vendor contract, which is also sent to Sage Intacct. 

All of this is automated without manual intervention, decreasing the chances of error and improving relationships and vendor communication.

Results 

Within 60 days of implementing ProcureDesk, this client:

• Reduced purchase approval times by 43.7% (on average).

• Reduced the number of dropped purchase orders to zero — as ProcureDesk automatically converts approved purchase requests to POs and dispatches them to vendors. 

• Minimized human errors in PO building and had data to improve budget decisions.

As an additional bonus, the collaboration across departments improved cash flow planning and cash management. The system provides an accurate synopsis of what is committed, invoiced, and pending — granting better financial management and controls.

Getting Started 

Supplementing Sage Intacct with dedicated purchase order management software offers a plethora of benefits for your business. It helps you simplify purchasing, control costs, enhance your finance team’s efficiency, and improve overall business profitability.