The Challenge
Budgets, vendor records, purchase orders, and invoices were each tracked in separate spreadsheets maintained by different people, with no shared view of overall spend or outstanding payments. Reconciling monthly finances meant manually merging data from multiple sources, and vendor payment status was often unclear until someone chased it down.
The Solution
We built a combined finance and procurement portal — budget allocation and tracking, vendor management, purchase orders, and invoice management, all sharing the same underlying data. A purchase order automatically links to its invoice and its budget line, so nothing has to be manually cross-referenced.
The Results
Monthly financial reporting now pulls from one consistent dataset instead of being assembled by hand. Procurement staff can see vendor and purchase order status without asking finance, and budget overspend is visible as it happens rather than discovered at month-end.
Finance and procurement used to be two separate worlds that only met at month-end reconciliation. Now they're the same system.
— Finance Team, TiCi NatureLab