What we do
ERP selection
Requirements, vendor shortlists and total-cost comparisons for platforms like Sage Intacct, NetSuite and Dynamics 365.
Spend management
Ramp and card programs, AP automation and policy controls.
Close tools
Reconciliation and close-management tools such as FloQast.
Spend intelligence
Supplier classification and spend dashboards across every entity.
Savings tracking
A client portal tracking initiatives from identified to realized.
Vendor negotiation
Software contracts negotiated on price, terms and exit rights.
How it works
From requirements to a system people use.
- RequirementsProcesses and must-haves agreed with finance and operations.
- SelectStructured vendor evaluation and commercial negotiation.
- ImplementConfiguration and rollout managed with your team and the vendor.
- AdoptTraining, controls and KPIs until the system is the way work gets done.
Related results
One finance operating model across 32 acquired HVAC companies
$1.7M annual vehicle-lease savings, a national HVAC parts program and Ramp rolled out platform-wide.
Finance and payments rebuilt for a decentralized platform
$1.8M a year from processing-fee optimization and more than $500K from AP automation.
Common questions
Do you resell software?
No. We are independent and negotiate on your behalf.
Which platforms have you implemented?
Recent work includes Sage Intacct, Ramp, FloQast, UiPath, Paylocity and spend-analytics platforms.
Anqora Insights
Your spend, suppliers and savings in one place.
Anqora Insights is our spend analytics platform. Each client and sponsor gets a secure view of categorized spend, supplier consolidation, savings tracked from identified to realized, and working capital, by company or across a whole portfolio.
What clients see
Spend by category and supplier, cleaned and classified from AP, card and GL data
Savings pipeline from identified to signed to realized, with owners
Portfolio view for sponsors across every platform company
Working capital terms and payment timing by supplier
Start with a four-week Portfolio Spend Diagnostic.
A ranked, sized list of cost and cash opportunities for one portfolio company, and a plan to capture them.