[ Pivot Reviews ](https://www.g2.com/products/pivotapp/reviews) [ Pivot Reviews ](https://www.g2.com/products/pivotapp/reviews) # Pivot Features ##### ## Revenue Recognition (3) Usage Tracking Track usage per company, custom time period, or contract Deferred Revenue Track payments received for products that haven't be delivered yet Revenue Accrual Recognition rules to accrue revenue on a daily or monthly basis Show More ##### ## Budget Creation (4) Budget Hierarchies Define budget structure elements and how they are linked hierarchically Formulas Include budgeting formulas to estimate direct and indirect costs, operating and non-operating revenues What-If Test the potential financial impact of business decisions on revenues and expenses Budget Periods Users can customize standard budget periods (3, 9, or 12 months) Show More ##### ## Budget Management (2) Consolidation Consolidate multiple budgets from different departments or business entities Workflows Workflows are used to define the steps required to alter budgets and who needs to approve changes Show More ##### ## Forecasting (3) Reforecast Ability to recreate forecasts to include new information that may impact budgets Rolling Forecasts Used to review and update budgeting assumptions for a predefined period (usually one year) AI Uses AI algorithms and models to predict future trends and outcomes, based on historical data and patterns Show More ##### ## Analytics (17) Variance Analysis Project out as the year progresses to accommodate trends that affect key business drivers. Forecasts Comparison compare Income Statement, Balance Sheet, and Cash Flow for multiple periods Forward Looking Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data Visibility Improve visibility into procurement activities across the company. Performance Monitor the performance of procurement operations. Spend Analyze procurement spending and identify future trends. Due Dates Track invoices based on due dates to identify overdue payments Benchmarking Ability to compare AP automation metrics with other companies KPIs Monitor KPIs such as time to process an invoice or erroneous payments Due Dates Track invoices based on due dates to identify overdue payments KPIs Monitor KPIs such as time to process an invoice or erroneous payments Payment Tracking Track different types of payment such as deposits or partial payments Visibility Improve visibility into procurement activities across the company. Performance Monitor the performance of procurement operations Spend Analyze procurement spending and identify future trends. Due Dates Track invoices based on due dates to identify overdue payments KPIs Monitor KPIs such as time to process an invoice or erroneous payments Show More ##### ## Planning (5) Processes Manage workflows and business processes for procurement. Requisition Define requisition rules for various types of procurement. Processses Manage workflows and business processes for procurement. Contracts Provide standard procurement contracts that can be customized. Content Maintain a repository of content such as catalogs and other documents. Show More ##### ## Execution (5) Sourcing Identify and assess suppliers for different products and services. Purchasing Create and manage purchase orders for products and services. Invoicing Include features for procurement invoicing and e-invoicing. Purchasing Electronically create and manage purchase orders for products and services. Invoicing Include features for procurement invoicing and e-invoicing. Show More ##### ## Invoice Management (6) Capture Provide features to capture invoices such as import or scanning Supplier Portal Allow suppliers to submit invoices using an online portal Repository Deliver a central repository of AP documents, such as POs and invoices Capture Provide features to capture and record invoices, such as import or scanning Supplier Portal Allow suppliers to submit invoices using an online portal Repository Deliver a central repository of AP documents, such as POs and invoices Show More ##### ## Invoice Processing (13) Matching Ability to match AP invoices to POs, contracts, or payments Payments Identify incomplete or late supplier payments Workflows Include workflows for approvals and invoice processing Tax Compliance Comply with local and global tax regulations for collections Approvals Include workflows for approvals of invoices or payments Batch Processing Process multiple invoices without human intervention Consolidation Allow users to consolidate multiple invoices into one Match Invoices Match invoices with purchases and sales orders, as well as with payments Matching Ability to match AP invoices to POs, contracts, or payments Payments Identify incomplete or late supplier payments Workflows Include workflows for approvals and invoice processing Tax Compliance Comply with local and global tax regulations for collections Submittal Electronically submit invoices to buyers Show More ##### ## Integration (9) Accounting Provide integration with accounting and financial management software Payment Integration Integrate with payment gateways and enterprise payments software ERP Deliver integrations with accounting modules of ERP systems Accounting Provide integration with accounting and financial management software Payments Integrate with payment gateways and enterprise payments software ERP Deliver integrations with accounting modules of ERP systems Account Sync Sync with company accounts to transfer payments for approved invoices ERP Deliver integrations with accounting modules of ERP systems Procurement Allow integration with procurement software, such as Procure To Pay, RFP and Spend Management Show More ##### ## Invoice Generation (2) Digital Invoices Ability to convert invoices to digital formats such as PDF Recurring Invoices Automatically generates invoices at pre-defined time intervals Show More ##### ## Management (4) Approval Use criteria to add or remove suppliers to/from approved lists. Communication Manage communications with suppliers on multiple channels such as phone or email. Documents Capture and maintain documents related to suppliers and their products or services. Receipt of Goods Compare goods received with purchase orders and document variations Show More ##### ## Supplier Management (3) Evaluation Allows users to evaluate supplier performance using standard and custom KPIs. Selection Provide features to compare suppliers and choose the best option for various activities. Risk Management Identify potential issues and how they may impact relationships with suppliers. Show More ##### ## Supplier Information (3) Profiles Create and manage supplier profiles that include contact and pricing information. Qualifications Identify the services and products provided by suppliers, as well as certifications. History Track history of all interactions and business transactions with suppliers. Show More ##### ## Risk (2) Analysis Reduces future risks through root cause analysis and process improvement Scoring Scores suppliers and employees based on risk factors Show More ##### ## Audit (2) Filters Includes a library of audit-tested filters to identify AP outliers that are outside company policy Post Audits Conducts a post-audit analysis of large volumes of data to identify historical payment errors and automatically generate claims Show More ##### ## Fraud (3) Vendor Checks Enables automatic checks of new vendors being set up in the system to combat potential billing schemes Data Generation Generates comprehensive data needed to conduct a thorough investigation Monitoring Provides continuous, proactive fraud monitoring across multiple systems and data formats Show More ##### ## Risk Assessment (2) Scoring Users can assign scores to suppliers based on the estimated risk of doing business with them. AI Utilize artificial intelligence to analyze third party risks. Show More ##### ## Risk Control (3) Reviews Review vendor contracts and profiles to ensure compliance with regulation and internal policies. Policies Manage and enforce internal policies related to vendor risk management and controls. Workflows Provide workflows to mitigate risk and escalate issues proactively. Show More ##### ## Monitoring (3) Vendor Performance Track vendor performance using supplier data such as a history of transactions and contracts. Notifications Send alerts and notifications when corrective actions are needed to address supplier risk. Oversight Perform ongoing due diligence activities to auto calculate overall risk for each vendor. Show More ##### ## Reporting (2) Templates Include reporting templates for activities such as audits and vendor evaluation. Centralized Data Consolidate data from multiple systems that manage supplier information. Show More ##### ## Supplier Marketplace (3) Library Provides a centralized library containing product data. Categorization Enables users to assign custom categories to products. Data Management Creates and manages product catalogs. Show More ##### ## Contract Management (3) Compliance Assists with maintaining compliance with controlled processes, automated tracking, and audit trails. Revenue Identifies revenue opportunities by providing better visibility into spend data, improving supplier relationships, streamlining procurement processes, and identifying cost savings opportunities Negotiations Provides organizations with the tools and data they need to negotiate contracts more effectively, such as data analysis, collaboration, and contract management. Show More ##### ## Data Collection (3) Spend Increases spend visibility into pricing and unintended or excessive use of discounts or promotions by customers. Compliance Reports Identifies noncompliant spending, fraud, and other activity outside of company policy. Savings Analyzes spending patterns and identifies areas to reduce costs. Show More ##### ## Project Management (2) Dashboard Provides a dashboard for searching and reporting on contracts and projects. Lifecycle Manages the entire contract lifecycle process by providing visibility into projects and allocating resources across sourcing initiatives. Show More ##### ## Purchase Requisition and Approval Workflow - Procurement Orchestration (3) Notifcations Notifies users of pending approvals with alerts and notifications Workflows Allows for predefined approval workflows based on roles, departments, or spending limits Purchase Orders Automates the creation, submission, and approval of purchase requisitions Show More ##### ## Supplier Management - Procurement Orchestration (3) Tracking Monitors supplier compliance to guidelines and standards while also managing risks Onboarding Provides tools for suppllier onboarding and assessing their performance Database Maintains a repository for storing and organizing supplier details Show More ##### ## Spend Management - Procurement Orchestration (2) Analysis Uses tools for examining expenditures and generation reports to identify trends Visibility Provides real-time insight into procurement costs within categories, departments or projects Show More ##### ## Compliance and Risk Management - Procurement Orchestration (3) Risk Assessment Uses risk assessment tools for identifying potential supplier or contract risks Compliance Automates the enforcement of procurement policies, regulatory requirements, and compliance checks Audits Creates audit trails and reporting for transparency and accountability Show More ##### ## Workflow Automation - Procurement Orchestration (3) Routing Provides onditional routing for purchase approvals, contract reviews, and supplier selection Configuration Allows for flexible workflow configurations to suit specific business needs Approvals Adjusts approval processes based on project, department, or spending thresholds Show More ##### ## Agentic AI - Third Party & Supplier Risk Management (2) Adaptive Learning Improves performance based on feedback and experience Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Procure to Pay (1) Multi-step Planning Ability to break down and plan multi-step processes Show More ##### ## Agentic AI - Procurement Orchestration (1) Autonomous Task Execution Capability to perform complex tasks without constant human input Show More ##### ## Agentic AI - Purchasing (2) Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Vendor Management (1) Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Strategic Sourcing (3) Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Show More ##### ## Agentic AI - Invoice Management (3) Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - AP Automation (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Budgeting and Forecasting (3) Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More [ ![Cube](https://images.g2crowd.com/uploads/product/hd_favicon/7ac22a704f1b4fa4d352ea4e95ccb345/cube-2025-12-17.svg "Cube") Sponsored Cube 4.5/5 (133) Visit Website ](javascript:void(0)) ## Top-Rated Alternatives [ ![Coupa](https://images.g2crowd.com/uploads/product/hd_favicon/50cb69ef8557af98812aefcdf08a77fb/coupa-software-coupa.svg "Coupa") Coupa 4.2/5 (555) ](https://www.g2.com/products/coupa-software-coupa/reviews) [ ![Stampli](https://images.g2crowd.com/uploads/product/hd_favicon/db5b196831e229857ef330aa175cc061/stampli%282%29.svg "Stampli") Stampli 4.6/5 (1,925) ](https://www.g2.com/products/stampli/reviews) [ ![Spendesk](https://images.g2crowd.com/uploads/product/hd_favicon/ef51fda01e5a82d3ae3d2d2adcc8aeed/spendesk.svg "Spendesk") Spendesk 4.6/5 (411) ](https://www.g2.com/products/spendesk/reviews) [ View All Alternatives ](https://www.g2.com/products/pivotapp/competitors/alternatives) ##### Categories on G2 [ AP Automation ](https://www.g2.com/categories/ap-automation)[ Invoice Management ](https://www.g2.com/categories/invoice-management)[ Vendor Management ](https://www.g2.com/categories/vendor-management) [ Procure to Pay ](https://www.g2.com/categories/procure-to-pay)[ Purchasing ](https://www.g2.com/categories/purchasing-software)[ Budgeting and Forecasting ](https://www.g2.com/categories/budgeting-and-forecasting)[ Third Party & Supplier Risk Management ](https://www.g2.com/categories/third-party-supplier-risk-management)[ Strategic Sourcing ](https://www.g2.com/categories/strategic-sourcing)[ Procurement Orchestration ](https://www.g2.com/categories/procurement-orchestration) Show More ##### Explore More [ Best User Research Software ](https://www.g2.com/discussions/what-are-the-best-user-research-tools-worth-sticking-with-long-term)[ Which experience management software is popular among startups ](https://www.g2.com/discussions/which-experience-management-software-is-popular-among-startups)[ Most effective chatbot solutions for marketing ](https://www.g2.com/discussions/what-are-the-most-effective-chatbot-solutions-for-marketing) [ What is the top-rated recruitment platform for enterprises? ](https://www.g2.com/discussions/what-is-the-top-rated-recruitment-platform-for-enterprises)[ Top identity management service for startups ](https://www.g2.com/discussions/looking-for-the-top-identity-management-service-for-startups-let-s-discuss)[ Pros and Cons Details ](https://www.g2.com/products/pivotapp/reviews?qs=pros-and-cons) Show More [ Best User Research Software ](https://www.g2.com/discussions/what-are-the-best-user-research-tools-worth-sticking-with-long-term)[ Which experience management software is popular among startups ](https://www.g2.com/discussions/which-experience-management-software-is-popular-among-startups)[ Most effective chatbot solutions for marketing ](https://www.g2.com/discussions/what-are-the-most-effective-chatbot-solutions-for-marketing) [ What is the top-rated recruitment platform for enterprises? ](https://www.g2.com/discussions/what-is-the-top-rated-recruitment-platform-for-enterprises)[ Top identity management service for startups ](https://www.g2.com/discussions/looking-for-the-top-identity-management-service-for-startups-let-s-discuss)[ Pros and Cons Details ](https://www.g2.com/products/pivotapp/reviews?qs=pros-and-cons)