Automated Purchase Orders, Built On Your Stack
What manual purchase orders cost
An automated purchase order system, built in
How automated purchase orders work
Three steps. Every transition is automated; your team owns the exceptions.
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Step 1. Requisition and approval routing
A requisition starts the flow, from a form, a low-stock trigger, or a system event. The request routes to the right approver automatically, by amount, department, or vendor, with a full audit trail. No more chasing sign-off over email.
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Step 2. PO generation and vendor dispatch
On approval, the PO is generated from your data and sent to the vendor electronically. Line items pull from your catalog or rate card, so nothing is retyped and formatting never drifts.
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Step 3. Tracking, 3-way match, and payment
Order status is tracked in real time. When the goods receipt and invoice arrive, the system runs a 3-way match against the PO and routes only the exceptions to a person. Clean matches flow through to accounts payable.
Why 2V
Built on your stack, not another tool to adopt
2V, built on your stack
We build the PO automation into the ERP, accounting, and inventory systems you already run. Data is pulled from your systems, so nothing is retyped. Approvals route by your rules with a full audit trail. The system is documented, you own it, and we maintain it. Best for $1M+ ops running on existing systems.
Off-the-shelf PO software
Off-the-shelf procurement software makes you move into its world: its catalog, its portal, its way of working. Data is often re-entered or synced across systems. Approvals follow the tool's built-in workflow, not yours. You are left with vendor lock-in. Best for teams starting from scratch with no systems to connect.
Control
Spend visibility and the 3-way match
Automating POs is not just about speed, it is about control. Every requisition, approval, and match is logged, and the 3-way match compares the PO, goods receipt, and invoice so AP reviews exceptions instead of chasing paper.
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Real-time committed spend
Finance sees committed spend the moment it is approved, not after the invoice lands.
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A clean audit trail
Every requisition, approval, and match is logged, for a defensible audit on every order.
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Automatic 3-way match
The system compares the PO, the goods receipt, and the invoice automatically.
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Clean matches auto-post
Matches that line up post straight through to accounts payable, no manual keying.
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Exceptions go to a person
Only mismatches route to a reviewer, with the discrepancy highlighted for a fast decision.
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Fewer errors, faster cycles
The procure-to-pay half of finance automation: fewer errors, faster cycles.
Built and proven
Contrail Financial
2V installs production-grade automation backbones for $1M+ teams, with measurable ROI in six months and payback typically inside 90 days. Finance clients like Contrail Financial run their reporting and billing on these systems, and one client review reports a payment cycle cut from two weeks to two days. Certified n8n Expert Partner; Clutch Champion and Clutch Global, Spring 2024.
See client resultsFrequently Asked Questions
If you have a question, chances are you'll find the answer below.
Will this connect to our ERP and accounting system?
Yes. We build the PO automation into the ERP, accounting, and inventory tools you already run, so data is pulled from your systems rather than retyped into a new portal.
Can purchase orders be generated automatically?
Yes. POs can be triggered by an approved requisition, a low-stock threshold, or a system event, then generated from your data and sent to the vendor electronically.
How does approval routing work?
Requests route to the right approver by amount, department, or vendor, with a full audit trail. You set the rules; the system enforces them.
What is 3-way matching and do you automate it?
Three-way matching compares the PO, the goods receipt, and the invoice. We automate it so clean matches post to AP automatically and only exceptions go to a person.
How much does it cost?
Engagements usually start with a low-cost discovery workshop, then a fixed-scope build, then an optional retainer. We size it after mapping your PO volume and systems.
How long until it pays back?
It depends on your PO volume and current cost per order. Across our installs, payback is typically inside 90 days, and we model your numbers in the assessment.
Get started
Put your purchase orders on autopilot
A PO automation system built into the ERP and accounting tools you already run, with spend visibility and a clean audit trail. Start with your Efficiency Scorecard: it takes 10 minutes, and you get a prioritized plan whether we work together or not.