Best Purchase Order Software for Small Businesses Shortlist
Here's my pick of the 10 best software from the 17 tools reviewed.
Managing finances in a small business can be overwhelming, especially when dealing with purchase order numbers. You need accuracy, efficiency, and transparency to keep your operations running smoothly. That's where purchase order software comes in.
In my experience, these tools can help you track spending, manage suppliers, and improve your team’s workflow. I've spent time testing and reviewing various options to find the best solutions for small businesses like yours.
In this article, I'll share my top picks, focusing on features, ease of use, and value. Whether you're looking for something simple or more feature-rich, there's an option here for you. Let’s find the right tool to meet your needs and make your job easier.
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Best Purchase Order Software for Small Businesses Summary
This comparison chart summarizes pricing details for my top purchase order software for small business selections to help you find the best one for your budget and business needs.
| Tool | Best For | Trial Info | Price | ||
|---|---|---|---|---|---|
| 1 | Best for financial tracking | 30-day free trial available | From $38/user/month | Website | |
| 2 | Best for workflow automation | Free trial available | From $10/user/month (billed annually) | Website | |
| 3 | Best for process automation | Free plan + free demo available | Pricing upon request | Website | |
| 4 | Best for accounting integration | 30-day free trial available | From $3.75/month | Website | |
| 5 | Best for budget-focused teams | Free demo + 14-day free trial available | From $300/month | Website | |
| 6 | Best for small to medium businesses | Free demo available | Pricing upon request | Website | |
| 7 | Best for AI-driven insights | Free demo available | From $299/month | Website | |
| 8 | Best for supplier management | Free trial + free plan + free demo available | From $225/user/month (billed annually) | Website | |
| 9 | Best for approval workflows | Free demo + 14-day free trial available | From $498/month (billed annually) | Website | |
| 10 | Best for bulk purchasing | Free demo available | Pricing upon request | Website |
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Rippling Spend
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.8 -
LiveFlow
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.9 -
Float Financial
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.1
Best Purchase Order Software for Small Businesses Reviews
Below are my detailed summaries of the best purchase order software for small businesses that made it onto my shortlist. My reviews offer a detailed look at the key features, pros and cons, integrations, and ideal use cases of each tool to help you find the best one for you.
QuickBooks is an accounting software platform designed for small businesses that need to manage their finances. It helps with tasks such as invoicing, expense tracking, and financial reporting.
Why I picked QuickBooks: It's ideal for financial tracking, offering tools that help you keep a close eye on your business's fiscal health. The platform provides real-time financial insights, giving you the information you need to make informed decisions. Its invoicing feature allows you to send professional invoices quickly and easily. QuickBooks also offers thorough expense tracking.
Standout features and integrations:
Features include automated bank reconciliation, which saves time by matching transactions with your bank accounts. The software's payroll function simplifies paying your employees and managing taxes. Budgeting tools help you plan and allocate resources effectively, keeping your business on track.
Integrations include PayPal, Square, Shopify, TSheets, HubSpot, Salesforce, BILL, Expensify, Mailchimp, Stripe, and more.
Pros and Cons
Pros:
- Detailed expense tracking
- Automated bank reconciliation
- Real-time financial insights
Cons:
- Minimal supplier-management tools
- Limited native PO system features
Cflow is a cloud-based workflow automation software designed for small to medium-sized businesses looking to improve operational efficiency. It enables users to automate repetitive tasks and manage their workflows.
Why I picked Cflow: It's a top choice for workflow automation, offering features that let you create and manage workflows with ease. The software provides customizable templates to help you get started quickly. With its drag-and-drop interface, you can build workflows without needing technical skills. Cflow also offers real-time tracking, ensuring you stay informed about the progress of your tasks.
Standout features and integrations:
Features include a visual workflow designer that makes creating processes, including your PO process, simple and intuitive. The software's reporting tools provide insights into workflow performance, helping you identify areas for improvement. Cflow's notification system keeps your team informed about task updates and deadlines.
Integrations include Google Workspace, Microsoft 365, Slack, Dropbox, Salesforce, QuickBooks, Zapier, DocuSign, Box, Trello, and more.
Pros and Cons
Pros:
- Effective notification system
- Real-time task tracking
- Easy drag-and-drop workflow design
Cons:
- No spend-tracking dashboard
- Weak vendor approval workflows
Pipefy is a workflow management tool designed for teams looking to automate their manual processes and improve efficiency. It helps businesses create, manage, and optimize workflows with ease.
Why I picked Pipefy: It's particularly effective for process automation, allowing you to automate repetitive tasks. The platform offers customizable workflows that adapt to your team's unique needs. Its drag-and-drop interface makes it easy to set up and modify processes without technical expertise. Pipefy also provides templates that help your team get started quickly, saving time on setup.
Standout features and integrations:
Features include task automation that aims to reduce manual work, increase productivity, and reduce bottlenecks. Customizable templates provide a starting point for creating workflows tailored to your business needs. The reporting tools offer insights into workflow performance, helping you identify areas for improvement.
Integrations include Slack, Google Drive, Dropbox, Salesforce, Zendesk, GitHub, Microsoft Teams, and more.
Pros and Cons
Pros:
- Quick setup process
- Effective task automation
- Customizable workflow templates
Cons:
- Less robust reporting and analytics than competitors
- Can be complex for beginners
Xero is an accounting software platform designed for small businesses and their advisors. It helps with managing invoices, bank reconciliation, and financial reporting.
Why I picked Xero: This ERP system is particularly suited for accounting integration, making it a great choice for small businesses that need detailed financial oversight. The software offers real-time financial data that helps you make informed business decisions. Its intuitive dashboard allows you to track cash flow, expenses, and other key financial metrics. Xero's bank reconciliation feature simplifies the process of matching transactions, saving you time and effort.
Standout features and integrations:
Features include invoicing tools that let you customize and send invoices directly from the platform. Expense tracking helps you monitor spending and manage receipts to create audit trails. The software also offers a payroll function that simplifies paying your employees and managing taxes.
Integrations include PayPal, Stripe, Shopify, Square, HubSpot, Mailchimp, Vend, Gusto, Zapier, Microsoft 365, and more.
Pros and Cons
Pros:
- Thorough expense tracking
- Easy bank reconciliation
- Customizable invoicing
Cons:
- Lacks PO-specific reporting
- Limited PO approval workflows
New Product Updates from Xero
Xero Unveils New Analytics Features
Xero introduces new analytics dashboards and reporting features. These updates help small businesses better understand performance, trends, and financial health at a glance. For more information, visit Xero's official site.
ProcurementExpress.com is a purchase order software designed for budget-conscious teams. It helps manage purchasing and ensure compliance with financial regulations.
Why I picked ProcurementExpress.com: This purchase order management software is ideal for budget-focused teams due to its cost-effective features. Real-time budget tracking helps you avoid overspending, while instant alerts notify your team before budget limits are exceeded. The software's audit-ready reporting saves time and reduces stress during compliance checks. Finally, the simple setup means you don't need extensive IT resources to get started.
Standout features and integrations:
Features include audit-ready reporting that simplifies compliance checks. Real-time budget tracking helps you stay on top of your financial limits. Automated alerts keep your team informed about budget status, preventing overspending and assisting your team with cost control.
Integrations include QuickBooks, Xero, Sage, Slack, Google Workspace, Microsoft 365, Dropbox, and more.
Pros and Cons
Pros:
- Audit-ready reporting
- Real-time budget alerts
- Simple setup process
Cons:
- Basic supplier-management tools
- Limited customization options
Sage offers a purchase order software solution designed for small to medium-sized businesses. It helps manage purchasing workflows and is designed to ensure financial accuracy.
Why I picked Sage: This product's features are tailored for small to medium businesses. Sage provides easy-to-use dashboards and reporting tools that help your team members stay on top of finances. Its automated purchase order creation and tracking aims to simplify the purchase order process. Its scalability allows your business to grow without needing to switch systems.
Standout features and integrations:
Features include sophisticated budgeting tools that assist you in planning and allocating resources effectively. Real-time analytics provide insights into spending patterns, helping you make informed decisions. You can also customize reports to fit your business's specific needs for data analysis.
Integrations include Salesforce, Microsoft 365, PayPal, Stripe, WooCommerce, QuickBooks, Square, and more.
Pros and Cons
Pros:
- Automated purchase order tracking
- Scalable for growing businesses
- Customizable reporting options
Cons:
- Fewer third-party integrations than some competitors
- Limited automation features
Zapro is a vendor management and procurement platform designed to enhance efficiency in purchasing processes. It caters to industries such as healthcare, technology, and finance, focusing on roles such as chief procurement officers and chief financial officers.
Why I picked Zapro: It's distinguished by its AI-driven insights, which provide valuable data to optimize procurement strategies. The platform offers strategic sourcing to help you find the best suppliers and negotiate favorable payment terms. Spend analytics give you a clear picture of where your money is going, enabling smarter financial decisions. With accounts payable automation, you can simplify payment processes and reduce manual errors.
Standout features and integrations:
Features include real-time inventory tracking that lets you see what you have in stock. Automated accounts payable reduces manual work and speeds up payment processes. Centralized contract management helps you keep all vendor agreements organized in one place for clear supply chain management.
Integrations include Microsoft 365, Slack, Salesforce, QuickBooks, SAP, Oracle, and more.
Pros and Cons
Pros:
- Centralized contract management
- Automated accounts payable
- AI-driven procurement insights
Cons:
- Limited small-biz customization options
- Complex vendor-onboarding flow
Tradogram is a cloud-based procurement software aimed at businesses looking to enhance supplier management and purchasing processes. It helps simplify procurement with features such as purchase orders, supplier management, and spend analysis.
Why I picked Tradogram: It's an end-to-end procurement system that is particularly effective for supplier management, offering tools that help you build and maintain strong supplier relationships. The platform allows you to track supplier performance, ensuring that your orders meet quality and time standards. Customizable supplier scorecards provide insights into supplier reliability and efficiency. Tradogram also offers detailed spend analysis, helping you make informed purchasing decisions.
Standout features and integrations:
Features include customizable order templates that help you create purchase orders quickly. Spend analysis tools provide insights into your purchasing habits, helping you make cost-effective decisions. Inventory management features monitor your stock levels, reducing over-ordering.
Integrations include QuickBooks, Xero, Sage, Microsoft Dynamics 365, SAP, Oracle, FreshBooks, NetSuite, Google Workspace, and more.
Pros and Cons
Pros:
- Effective inventory management
- Detailed spend analysis
- Strong supplier relationship tools
Cons:
- Basic PO customization options
- Once sent, purchase requests cannot be edited, requiring deletion to make corrections
ProcureDesk is a procurement and accounts payable automation platform designed for growing companies in industries such as biotech, construction, and education. It helps manage purchase approvals and improves financial efficiency.
Why I picked ProcureDesk: It's great for approval workflows, ensuring that purchase orders go through the right channels. With features such as smart approval routing, your procurement team can automate processes and reduce manual errors. Real-time budget controls help your team stay within financial limits, and supplier catalog integration simplifies order management. The solution adapts to various organizational structures and procurement processes, making it versatile for different business needs.
Standout features and integrations:
Features include an approval history that lets you track decision-making processes. Monthly spend tracking helps you keep an eye on expenses over time. Supplier management tools keep all of your vendor information in one place to simplify the purchase requisition process.
Integrations include QuickBooks, Xero, NetSuite, Microsoft Dynamics 365, Sage, Intuit, SAP, Oracle, Zoho, and more.
Pros and Cons
Pros:
- Handles 100% of setup
- Real-time budget controls
- Smart approval routing
Cons:
- Occasional syncing/invoice errors
- Limited post-submission editing
Amazon Business is a procurement platform designed for businesses of all sizes, providing access to millions of products. It facilitates bulk purchasing and offers business-only pricing.
Why I picked Amazon Business: It excels in bulk purchasing, making it ideal for businesses that need to order large quantities of materials. The platform offers quantity discounts that help you save on large orders. With a vast selection, you can likely fulfill all of your purchase requests in one place. The ability to set purchasing policies ensures your team buys within company guidelines, helping your team with expense management.
Standout features and integrations:
Features include business analytics that give you insights into spending patterns. Multi-user accounts allow your team to manage purchases collaboratively. Approval workflows ensure all orders meet your company's purchasing policies.
Integrations include Coupa, SAP Ariba, Oracle, Jaggaer, GEP, Ivalua, Procurify, Xero, QuickBooks, Microsoft Dynamics 365, and more.
Pros and Cons
Pros:
- Detailed spending analytics
- Quantity discounts and business-only pricing available
- Wide product selection
Cons:
- Poor bulk-order item grouping
- Limited to Amazon's inventory
Other Purchase Order Software for Small Businesses
Here are some additional purchase order software for small business options that didn’t make it onto my shortlist, but are still worth checking out:
Purchase Order Software for Small Businesses Selection Criteria
When selecting the best purchase order software for small businesses to include in this list, I considered common buyer needs and pain points, such as managing budget constraints and ensuring compliance with purchasing policies. I also used the following framework to keep my evaluation structured and fair:
Core Functionality (25% of total score)
To be considered for inclusion in this list, each solution had to fulfill these common use cases:
- Create and manage purchase orders
- Track order status and delivery
- Manage supplier information
- Monitor spending against budgets
- Generate purchase order reports
Additional Standout Features (25% of total score)
To help further narrow down the competition, I also looked for unique features, such as:
- Customizable approval workflows
- Real-time budget tracking
- Supplier performance analytics
- Automated order matching
- Multi-currency support
Usability (10% of total score)
To get a sense of the usability of each system, I considered the following:
- Intuitive user interface
- Minimal learning curve
- Fast navigation between functions
- Clear and concise instructions
- Responsive design for mobile access
Onboarding (10% of total score)
To evaluate the onboarding experience for each platform, I considered the following:
- Availability of training videos
- Step-by-step tutorials or guides
- Interactive product tours
- Access to webinars or live demos
- Onboarding support from customer service
Customer Support (10% of total score)
To assess each software provider’s customer support services, I considered the following:
- 24/7 support availability
- Multiple support channels (chat, email, phone)
- Response time for inquiries
- Availability of a knowledge base or FAQs
- Personalized support options
Value for Money (10% of total score)
To evaluate the value for money of each platform, I considered the following:
- Competitive pricing compared to the features offered
- Availability of tiered pricing plans
- Discounts for annual subscriptions
- Free trial or demo availability
- Satisfaction with overall cost-effectiveness
Customer Reviews (10% of total score)
To get a sense of overall customer satisfaction, I considered the following when reading customer reviews:
- Positive feedback about core functionality
- Praise for ease of use and interface
- Comments on the helpfulness of customer support
- Reports on ROI and cost savings
- Satisfaction with the implementation process
How To Choose Purchase Order Software for Small Businesses
It’s easy to get bogged down in long feature lists and complex pricing structures. To help you stay focused as you work through your unique software selection process, here’s a checklist of factors to keep in mind:
| Factor | What to Consider |
|---|---|
| Scalability | Will the software grow with your business? Consider future needs and whether the tool can handle increased order volume or more users without additional costs. |
| Integrations | Does it integrate with your existing tools? Look for compatibility with accounting systems, ERP, and other business software to ensure smooth data flow. |
| Customizability | Can you tailor the software to fit your processes? Evaluate how easily you can modify workflows, templates, and settings to match your business needs. |
| Ease of Use | Is the software user-friendly? Consider the learning curve for your team and whether the interface is intuitive to minimize training time. |
| Implementation and Onboarding | How long will it take to get started? Assess the setup process, availability of training materials, and support during the onboarding phase. |
| Cost | Are the pricing plans transparent and within budget? Compare costs against features offered, and watch for hidden fees or charges for additional users or features. |
| Security Safeguards | Does the software protect your data? Ensure it has strong security measures, such as encryption and access controls, to safeguard sensitive information. |
| Support Availability | What support options are available? Check for 24/7 support, multiple channels such as chat or phone, and the responsiveness of the support team. |
What Is Purchase Order Software for Small Businesses?
Purchase order software for small businesses is a digital tool that helps manage and automate the purchasing process. It's typically used by procurement officers, financial managers, and small business owners to simplify order tracking, manage supplier relationships, and control spending. Features such as automated purchase order creation, real-time tracking, and budget monitoring help with efficiency, accuracy, and cost management. Overall, these tools save time and reduce errors, allowing businesses to focus on growth.
Features
When selecting purchase order software for a small business, keep an eye out for the following key features:
- Automated purchase order creation: Simplifies the ordering process by generating purchase orders automatically, reducing manual entry and errors.
- Real-time tracking: Allows you to monitor the status of orders as they move through the purchasing process, ensuring timely deliveries and updates.
- Budget monitoring: Helps you keep track of spending against budget limits, preventing overspending and enabling better financial planning.
- Supplier management: Organizes and maintains relationships with vendors, providing a centralized database for supplier information and performance tracking.
- Approval workflows: Customize approval processes to ensure all purchases align with company policies, reducing unauthorized spending.
- Spend analytics: Offer insights into purchasing patterns and expenses, helping you make informed decisions and identify cost-saving opportunities.
- Customizable templates: Provide flexible templates for purchase orders and other documents, allowing you to tailor them to fit your business needs.
- Mobile access: Enables you to manage purchase orders on the go, offering flexibility and convenience for busy professionals.
- Integration capabilities: Connect with existing tools such as accounting systems and ERP, ensuring seamless data flow and reducing manual data entry.
Benefits
Implementing purchase order software for a small business provides several benefits for your team and your business. Here are a few you can look forward to:
- Increased efficiency: Automating purchase orders and approvals reduces manual work, saving time and minimizing errors.
- Better budget control: Real-time tracking and budget monitoring help prevent overspending and keep finances in check.
- Improved supplier relations: Centralized supplier management and performance tracking enhance communication and strengthen vendor relationships.
- Enhanced decision-making: Spend analytics provide insights into purchasing patterns, facilitating informed decision-making and identifying cost-saving opportunities.
- Greater flexibility: Mobile access allows you to manage orders from anywhere, providing convenience for busy professionals.
- Customizable workflows: Tailored approval processes and templates ensure the software fits your unique business needs, enhancing overall operational effectiveness.
Costs and Pricing
Selecting purchase order software for a small business requires an understanding of the various pricing models and plans available. Costs vary based on features, team size, add-ons, and more. The table below summarizes common plans, their average prices, and typical features included in purchase order software for small business solutions:
Plan Comparison Table for Purchase Order Software for Small Businesses
| Plan Type | Average Price | Common Features |
|---|---|---|
| Free Plan | $0 | Basic purchase order creation, limited tracking, and basic reporting. |
| Personal Plan | $5-$25/user/month | Enhanced order tracking, budget monitoring, and supplier management. |
| Business Plan | $30-$60/user/ month | Advanced analytics, customizable workflows, and integration capabilities. |
| Enterprise Plan | $70-$100/user/ month | Comprehensive support, advanced security features, and unlimited users. |
Purchase Order Software for Small Businesses FAQs
Here are some answers to common questions about purchase order software for small businesses:
Can purchase order software integrate with my existing accounting system?
Most purchase order software can integrate with popular accounting systems such as QuickBooks, Xero, or Sage. Check the software’s integration capabilities before purchasing to ensure compatibility with your current systems. This integration helps facilitate data flow, reducing manual entry and minimizing errors. If you’re unsure, contact the software provider for confirmation.
Is purchase order software secure for handling sensitive business data?
Yes, reputable purchase order software includes security measures such as encryption and access controls to protect your data. Always verify the security features of the software, such as data encryption, user authentication, and regular security updates. It’s important to safeguard sensitive information, so choose a provider with a strong security track record and transparent policies.
What kind of support can I expect when implementing purchase order software?
Many providers offer various support options, including chat, email, and phone support. Look for software that provides onboarding assistance, such as tutorials, webinars, or dedicated support teams. This support can help you and your team transition smoothly and address any technical issues. Always check the level of support available before making a decision.
What’s Next:
If you're in the process of researching purchase order software for small businesses, connect with a SoftwareSelect advisor for free recommendations.
You fill out a form and have a quick chat where they get into the specifics of your needs. Then you'll get a shortlist of software to review. They'll even support you through the entire buying process, including price negotiations.
