Agents give Finance Managers more room to weigh spending against budgets.
Attach current balances to requests for your budget review.
Your finance reviewer can see the current budget balance beside a purchase request, without hunting through a separate sheet.
Send a purchase link before your spending review is due.
Your current reviewer receives a timely card link before a purchase request is due. Your team can see when the reminder went out.
Show which draft bills claim more than their purchase orders allow.
See what remains on a purchase order before reviewing a partial supplier bill, with line differences or a clear note when the match needs your help.