Exchequer Integrations

One Platform. Total AP Control. Zahara is an accounts payable automation platform that helps finance teams keep control of spend across every site, team, project and entity, from purchase request to supplier payment, without a full ERP transformation. Control spend wherever it happens. Purchase requests are raised in seconds, from approved catalogues if you want to restrict what can be bought and from whom, then routed through multi-step approvals built around your sites, departments and projects. Approvers see the budget impact before they say yes, and approved purchase orders go straight to the supplier. Modernise without replacing your finance system. Zahara integrates directly with Xero, Sage 50 and Sage 200, QuickBooks Online and MYOB, with connectors for most other systems. Your accounts system stays the single source of truth; Zahara replaces the paper, email approvals and spreadsheets around it. Process more, with less admin. Invoices emailed into Zahara's Invoice Inbox are read by AI, which identifies the supplier, extracts line items and completes three-way matching against the purchase order and delivery receipt before routing for approval. Approved invoices flow into payment runs, including multi-currency payments with Currencies Direct. Governance built into everyday spend. Budgets are allocated to GL codes, with committed and pending spend tracked in real time. Every request, approval, invoice and payment carries a complete audit trail. Controls that scale as you grow. As you add sites, entities or acquisitions, new locations, budgets and approvers slot into the same workflows, so finance keeps visibility without adding manual checks. For staff expenses, sister product AI Expenses captures receipts automatically, routes claims for approval and reimburses your team as soon as sign-off lands. Built for service-based, growing organisations in construction, care, charities, hospitality, education and professional services, and used by finance teams at Lush, British Airways Holidays and CHD Living. Guided implementation takes weeks, not months, with UK-based support and no minimum term on monthly plans.

The Stock-Aware CRM & eCommerce platform that’s perfect for Wholesalers, Distributors and Manufacturers. Sell more in less time, every time. Be a Prospect Hero. What is Stock-Aware CRM? Wholesalers, Distributors and Manufacturers know that selling physical products B2B involves unique operational challenges, meaning ordinary CRM's fall short. Stock-Aware CRM is different. Prospect is a new type of Stock-Aware CRM that's specifically designed for Wholesalers, Distributors and Manufacturers who sell physical products B2B. Prospect integrates product, inventory and customer sales data, to streamline B2B CRM processes. Your team will save time, increase sales and maximise profits. Prospect combines the best of traditional CRM – Marketing, Sales Pipelines and Customer Service Management – with the reality of selling B2B products – quoting, ordering, inventory management, special pricing, back orders, product information and even contracts, serial numbers and asset tracking.

Planergy is a SaaS-based spend management system that gives businesses more control over their financial operations. Planergy automates the entire Procure-to-Pay and AP Automation process giving immediate real-time reporting dashboards, approval automation, removing bottlenecks, controlling budget management and matching Purchase Orders, with Receiving, with AP Automation. You’re In Good Company: • 10+ years of Procurement and AP Automation experience • 1000+ companies rely on Planergy across various sectors • $12 billion in spend managed • Financially stable with strong growth Saving Customers Up to: • 50% of Order Processing Time • 80% of Accounts Payable Processing work • Accelerating monthly close by up to 30% Planergy’s flexible platform integrates with most accounting software and ERPs including Oracle, SAP, NetSuite, Sage, Quickbooks, Xero and many more.

Red Technology is a UK-based ecommerce solutions provider and the team behind tradeit™, a cloud-hosted PaaS platform for complex B2B, retail, DTC and international commerce. Built for flexibility and scalability, tradeit™ enables organisations to manage multiple brands, regions and customer types from one system. Key features include advanced B2B/B2C tools, international commerce support, and integrated CMS, PIM and marketing. Businesses can personalise pricing, catalogues and workflows, while running promotions, loyalty schemes, subscriptions and more. Its mobile-first design, cloud architecture and ERP/CRM integrations provide a unified, high-performance foundation. The tradeit™ Mobile Application extends ecommerce with a native-quality iOS and Android experience. With rich functionality and minimal reliance on third-party plugins, tradeit™ delivers speed, stability and scalability, helping clients drive growth.

inSTREAM is an Intelligent Document Processing (IDP) platform developed by Celaton, designed to automate and streamline repetitive and manually intensive business processes such as accounts payable, sales order processing, customer correspondence, and claims processing. Leveraging technologies like Artificial Intelligence (AI), Machine Learning (ML), Optical Character Recognition (OCR), and Robotic Process Automation (RPA), inSTREAM intelligently captures, recognizes, classifies, extracts, validates, and enriches data from various document types without the need for manual intervention. Its self-learning algorithms continually improve process automation, reducing manual effort, time, and cost. The platform integrates seamlessly with existing business systems, ensuring a streamlined end-to-end process. Delivered as a scalable Software-as-a-Service (SaaS) model, inSTREAM provides secure document archiving for easy access and compliance.