Stop chasing PO approvals in email and spreadsheets
PO Pilot gives your team one place to request, route, and track purchase orders — with sequential numbering, approval rules, and a live board finance can trust at month-end.
- 4×
- Faster approvals vs. email chains
- <1 hr
- Typical setup time
- $29
- Flat monthly — unlimited users
Purchase orders
New PO| PO # | Vendor | Amount | Status | Requester |
|---|---|---|---|---|
| PO-1042 | Staples Business | $840.00 | Draft | J. Walsh |
| PO-1038 | Grainger | $1,420.00 | Pending | M. Ortiz |
| PO-1035 | Amazon Business | $560.00 | Approved | S. Kim |
| PO-1030 | Lenovo | $4,800.00 | Received | IT Dept |
Trusted by operations and finance teams at growing companies
- Unlimited
- Requesters and approvers on every plan
- One board
- Draft through received — no status drift
- 7 days
- Free trial with full workspace access
Everything your PO process needs — nothing you don’t
Approval routing that matches how you actually buy
Set dollar thresholds, department owners, and backup approvers. POs advance automatically and approvers get one place to act — not a buried email thread.
Approval chain · PO-1044
- Requester submittedDone
- Dept head (> $500)Pending
- Finance reviewNext
Vendor records finance can rely on
W-9s, payment terms, and contact history stay attached to every vendor. When AP asks for documentation, you pull it from the profile — not a shared drive folder.
ActiveGrainger Industrial
Vendor #V-1042
- Payment terms
- Net 30
- W-9 status
- On file
- Primary contact
- orders@grainger.example
A live PO board the whole team can read
See draft, pending, approved, and received POs in one filterable view. Requesters know where things stand; controllers stop reconstructing status from inboxes.
PO # Vendor Status PO-1038 Grainger Pending PO-1035 Lenovo Approved
Go live in an afternoon
- 1
Map your approval path
Answer a few questions about team size and spend patterns. We suggest routing rules you can adjust before anyone submits a PO.
- 2
Import vendors and templates
Upload a CSV or add vendors manually. Save line-item templates for repeat purchases from IT, facilities, and marketing.
- 3
Issue POs with a clear audit trail
Requesters submit from desktop or mobile. Approvers act in one click; finance exports the full log when audit season hits.
Your spreadsheet wasn’t built for purchase orders
Shared spreadsheets break the moment someone edits a PO number, an approver is out of office, or finance needs an audit trail. PO Pilot replaces the shadow spreadsheet with sequential PO numbers, routed approvals, and exportable history — without a six-month ERP rollout.
Teams that left the shared spreadsheet behind
“We cut average approval time from four days to under one. Buyers stopped maintaining a shadow spreadsheet the week we switched.”
Alex Rivera
Director of Operations · 120-person distributor
“Audit season used to mean digging through email. Last quarter we exported the full PO log in ten minutes.”
Morgan Chen
Controller · Multi-site clinic group
Simple pricing for the whole company
One flat plan for your entire organization. No per-seat calculator while you are replacing email and spreadsheets.
PO Pilot Standard
7-day free trial for your whole organization. Card required — cancel before day 8 to avoid charges.
Start 7-day free trial- ✓Unlimited requesters and approvers
- ✓Approval routing and email reminders
- ✓Vendor profiles and PO archive
- ✓CSV export for finance and audits
- ✓Email support (1 business day)
Frequently asked questions
Common questions from ops and finance teams evaluating PO Pilot.
- Operations, office managers, and employee buyers at companies with roughly 20–500 employees who need control without enterprise ERP complexity.
Ready to fix your PO process?
Start your 7-day trial, invite approvers, and issue your first PO — most teams are live the same day.