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Procurement and expenses · Available

Procurify for Claude, ChatGPT and Copilot

Was my purchase request approved? Has the order arrived? How much budget is left for this location? Procurify has the answers, and requesters and approvers can now ask Claude, ChatGPT or Copilot for them, along with which bills are ready to pay. Requests show the budget impact before submission, and payments always need two people. A guided pilot connects Procurify by location and department.

Start a pilot What it can do
Status
Available
Setup
Guided pilot with your team
AI assistants
Claude, ChatGPT, Copilot Studio
Access
By role, view only or with approvals

Ask in a sentence

What can your team ask Procurify?

Questions from facilities coordinator, school business manager, purchasing manager and others, answered from live Procurify data and only for the people allowed to see them.

Records it works with

  • Purchase requests
  • Purchase orders
  • Receiving
  • Bills
  • Vendors
  • Budgets
  • Spend cards
  • Facilities coordinator

    “Has my purchase request for the HVAC filters been approved, and who approved it?”

  • School business manager

    “How much of the science department budget is committed or spent this school year?”

  • Purchasing manager

    “Which purchase orders from Northfield Lab Supply have items still not received?”

  • Accounts payable clerk

    “Which bills have a three-way match and are ready for payment this week?”

  • Location manager

    “What did the Tacoma location spend on maintenance supplies last quarter?”

  • Controller

    “Which spend card purchases over $500 are missing a receipt?”

Changes, governed

What the assistant can prepare in Procurify

The assistant never saves on its own. It prepares the change, the person checks the preview and confirms, and anything above your limits waits for an approver.

  1. 1 Prepare The assistant drafts the change from the request.
  2. 2 Preview and confirm The person sees exactly what will change.
  3. 3 Approve Above your limits, a second person decides.
  4. 4 Saved and logged Written to Procurify under a named person.

  • Submit a purchase request for items from a vendor quote

    Routes through your Procurify approval rules, with the controller added above $10,000.

  • Mark items on a purchase order as received

    The requester confirms quantities; partial receipts on orders above $5,000 need the purchasing manager.

  • Prepare a payment for matched bills

    Payments for matched bills wait for a second finance approver, even for small amounts.

Example rules. During the pilot you set the limits, the approvers and which roles may prepare each change.

Why it needs care

Governance built for Procurify

Procurify links budgets, purchase orders and supplier payments, so access to it is access to company money. Requesters see their own requests and locations. A payment for matched bills cannot leave until a second person in finance approves it, however small, and partial receipts on large orders go to the purchasing manager.

Security and data handling

  • Sign-in by work email

    Only people you invite, with a one-time code. No shared logins.

  • Roles per tool

    Each role reaches only the Procurify records it needs.

  • View only, if you prefer

    Admins can keep a connection to lookups with one switch.

  • A preview first

    Every change is shown in full before anything is saved.

  • Approval rules

    Above your limits, a second person approves the change.

  • One audit log

    Every request tied to a named person, ready for review.

Setup

How Procurify gets connected

We connect Procurify for your team in a guided pilot, on the same gateway every app uses. No code on your side.

  1. 01

    Agree the questions

    We list the Procurify questions and changes your team needs, and who may use each.

  2. 02

    Connect with your admin

    Your Procurify administrator creates a dedicated integration user with only that access.

  3. 03

    Test with your people

    A small group tries it in Claude, ChatGPT or Copilot while we tune the tools.

  4. 04

    Roll out with rules

    Roles, approval limits and the audit log are in place before everyone joins.

Then people use it from the assistant they already have

Procurify questions

Does the assistant use our Procurify approval routing?

Yes. Purchase requests it prepares follow the approval routing you set by amount, department or account. mcpbizapps adds a confirmation step first and its own approver for amounts you choose.

Can it check budget before a request is sent?

Yes. The assistant shows what is committed and spent against the relevant budget in the preview, so a requester sees whether the purchase fits before it ever reaches an approver.

Can it pay vendors?

It can prepare a payment for bills that are already matched and approved. A second person in finance then has to approve it, and both names stay on the record of that payment.

Does mcpbizapps keep a copy of our Procurify data?

No. When someone asks a question, mcpbizapps reads the answer live from Procurify through a dedicated integration user and returns it without storing it. The audit log records who asked, which tool ran and the result, with personal fields and free text removed.

Procurify is a trademark of its owner. mcpbizapps is not affiliated with Procurify; the name describes the connection only.

Related

Often connected alongside Procurify

All Procurement and expenses apps

Part of Finance and accounting: Ledgers, planning, spend, billing, tax and cash.

Start

Bring Procurify into your AI assistant

Tell us how your team uses Procurify, and we will plan a guided pilot around your own questions.

  • We agree the tools and approval rules with you
  • Your admin creates the integration user; no code
  • Business data is read live and not stored

Start a Procurify pilot

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