From a Slack message to a signed PO on file.
Five steps, and the requester never leaves Slack. Here is one request, start to finish.
- 01
Request in Slack
Type /procure, fill in the form with line items and a quote, or DM the bot in plain English. Drop in a vendor quote PDF and the AI drafts the request for you to confirm.
REQ-0042 · Figma Organization · $13,500.00 - 02
Routed by your rules
Ledger & Pro checks the amount, category, vendor, department, contract length and budget, then builds the approval chain your company defined.
Manager → Security → Finance - 03
Approved in a DM
Each approver gets a Slack DM and can approve, reject or ask a question. Stalled approvals get reminders, then escalate. Approvers can reassign or delegate.
3 of 3 approved - 04
PO generated and e-signed
The purchase order PDF is built from the approved request and routed for e-signature. Emails to the vendor go out from the requester's own mailbox.
PO-0042.pdf · sent for signature - 05
Filed with an audit trail
The signed copy is filed against the vendor and contract record. Every step is logged with who acted and when.
PO-0042 · signed · filed
Purchase order
PO-0042| Item | Qty | Amount |
|---|---|---|
| Figma Organization seat @ $540.00 / seat / yr | 25 | $13,500.00 |
| Total | $13,500.00 |
See your next purchase approved in Slack.
Email us to book a demo. Tell us roughly how many people you have and how purchases get approved today, and we'll walk through your rules in the route simulator.