Get your arms around
group-wide purchases.
One platform.

From catalogs to invoices. From requests to approvals. Manage vendors, track budgets, automate workflows, and optimize spend with AI-powered procurement tools built for growing businesses.

Everything You Need for Procurement

A complete procure-to-pay platform. From catalog management through invoice processing, with AI-powered spend analysis and real-time budget tracking.

Catalogs

Build internal catalogs with SKUs, images, and approved pricing. Tag items to teams or properties for controlled purchasing.

Purchase Orders

Create POs with line items, track status from pending to delivered, and link to vendors and contracts automatically.

Receipts & Delivery

2-way match ordered vs received quantities. Flag mismatches instantly. Score vendor delivery performance over time.

Invoice Processing

3-way matching across POs, receipts, and invoices. Duplicate detection. OCR capture for fast data entry and fewer errors.

Approval Workflows

No-code routing by amount, department, or property. Sequential and parallel chains with escalation on deadline.

Budget Management

Set budgets by property, department, or category. Real-time tracking with overspend alerts and actual vs planned visualization.

Vendor Management

Centralized vendor registry with categories, quality ratings, performance history, and contact management.

RFP / SLA / MSA

Dynamic RFP builder with magic-link vendor access. Specialized templates for SLAs, MSAs, and insurance provider bidding.

Contract Tracking

Monitor active contracts, get 30/90-day renewal alerts, track payment terms, and store signed documents.

7-Stage Pipeline

Track initiatives from Opportunity ID through PO Activation with a structured Kanban board and savings tracking.

AI Spend Analysis

AI-powered assistant that analyzes spending patterns, identifies savings opportunities, and forecasts budget utilization.

QuickBooks Sync

Connect QuickBooks Online to sync vendors, invoices, and purchase orders. Full audit log for every sync operation.

Why 7StepSource

Enterprise procurement platforms start at $35/mo and require months to implement. We built something better for growing teams.

$35

per month

Built for Small Business

Enterprise-grade procurement tools starting at just $35/mo. No contracts, no implementation fees.

0

vendor logins needed

No Vendor Accounts Needed

Send RFPs via magic links. Vendors respond without creating accounts, reducing friction and increasing response rates.

100%

asset visibility

Property-Centric

Every PO, budget, and contract ties back to your properties. Perfect for facilities management and commercial real estate.

AI

powered insights

AI-Native Platform

AI spend analysis built into the core, not bolted on. Get actionable savings insights and budget forecasts in seconds.

The 7-Step Procurement Process

00

Opportunity ID

Identify potential opportunities, understand needs, and assess client fit

01

Capture & Qualify

Profile the opportunity, run bid/no-bid analysis, define the value proposition

02

Solution Development

Create a tailored solution, outline scope, and plan the win strategy

03

RFI / Pre-Proposal

Submit RFI responses, pre-qualification docs, and prepare the executive summary

04

Proposal Writing

Craft a compelling proposal with rigorous technical and commercial review

05

Submission & Pitch

Submit the final proposal and deliver the bid presentation

06

Negotiation & Award

Finalize contract terms, post-proposal clarifications, and receive the award

End-to-End Workflow

Procure to Pay, Fully Automated

From requisition to payment, 7StepSource connects every step of your P2P cycle. Approval workflows, 3-way matching, and QuickBooks sync eliminate manual handoffs and give you complete spend visibility.

  • Purchase requests auto-route to the right approver
  • POs generated automatically from approved requisitions
  • 2-way receipt matching and 3-way invoice matching
  • Full audit trail from request to payment
  • Direct QuickBooks Online sync for AP processing
01 Requisition
02 Approval
03 Purchase Order
04 Goods Receipt
05 Invoice Match
06 Payment

Ready to take control of your procurement?

Manage vendors, automate approvals, track budgets, and optimize spend with AI-powered insights.