Budget and purchase request
Budget and purchase request

Keep control of your expenses with budgets and purchase requests

Monitor your budget and pre-approve your expenses to stay on top of reality.

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For real-time control

Better control of expenditure

Thanks to the purchase request system, each manager can pre-approve the expenses of his team as soon as the need is expressed. No more unpleasant surprises due to a lack of communication, each manager can now easily manage all of his or her costs and all information is shared in real time with the Finance teams!

More reliable budget monitoring

Each expense reported in Regate can be allocated to a pre-defined budget or cost centre: budget monitoring is thus accessible in near-real time, which considerably facilitates the management of the company!

More informed decisions

From Regate, you have access to all your company's financial information in one place and always up to date. You can now base all your decisions on reliable and representative business data.

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Management - Olivier Giunti

"My accountant uses Regate on a daily basis for the accounting part: the invoices arrive, she processes them and then passes them on to the Cegid accounting system. I use Regate more as a monitoring tool: it really allows me to keep an eye on where I am in my various budgets.

Since Regate, it's a bit of a night and day thing. Before Regate, I had an accounting system that was just too late, so you couldn't make any decisions from the accounting system, but really none. Now it's completely different, you make a decision almost in real time.

The tool is well done, the interface is well done, it is efficient. It's a pleasure every morning to see where you are on your budget. It's really nice to work in a beautiful environment!

Olivier Giunti
President, Pausado
Watch the video testimony

Define budget envelopes

and follow them in real time

On Regate, you can configure your budgets by analytical axis, assign a referent and follow the related expenses in real time.

Opt for a clear budgetary vision at all times: empower your teams while keeping an overview!

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Pre-approve your expenses

and monitor your commitments and achievements

With purchase requisitions, you can accurately monitor your committed budget:

  • Creating purchase requisitions from Regate
  • Assigning a validator for each application
  • Multi-criteria acceptance workflow
  • Rapprochement Demande d’achat <> Facture
  • Facilitated communication between teams
  • Automatic allocation to the relevant budget
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Simulate your scenarios

of expenditure

Test different spending scenarios to see which one is most relevant to your business.

Regate also allows you to view your budgets over different time frames: by month, by quarter, etc., so you can make the best decisions.

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Empower your employees

and budget referents by giving them visibility!

Set up approval channels, rules and spending limits. Automatically allocate expenses to projects or cost centres for up-to-date information at all times.

FAQ

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Can we link an expense request to an invoice in Regate?

Regate's main mission is to allow you to better manage your expenses. Nothing is left to chance. Thus, it is of course possible to link an expense request to an invoice directly from the supplier invoices.

Can I request a recurring purchase in Regate?

In the era of SaaS models, it is more and more frequent that an employee needs to make a purchase request for a service payable by subscription. That's why Regate makes it easy to make recurring purchase requests.

What automated expense approval channels are possible in Regate?

To ensure that expenses are tracked in a way that is appropriate for each organization, Regate offers a large number of fully configurable approval options: by expense threshold, by type of payment method, by applicant, in cascade or in parallel, etc. These numerous options guarantee a better control of your expense budget while optimizing the time you spend on it.

Is it possible to export purchase requests from Regate?

It is sometimes necessary to export the purchase requests of the collaborators to reprocess them or to make more advanced analyses. Regate allows you to obtain a CSV file very easily in a few clicks.

Can we have a centralized view of committed vs. realized budgets in Regate?

Regate is designed to allow managers and finance and accounting teams to ensure accurate budget monitoring. For this purpose, a clear view of the different budgets set up is available at a glance in the 'Budgets' module. Our budget tracking tool allows you to compare committed vs. actual budgets.

Can we organize budgets according to the analytical plan in Regate?

In Regate, it is possible to create analytical plans, and thus to follow budgets in a precise and reliable way thanks to their breakdown.

CFOs speak out
about their use of Regate

Our users are taking the floor to explain how Regate has changed their daily lives: from productivity gains to cost control and automated financial reporting.

It saves a lot of time to register all the invoices

Published on 21/05/2022

We have all the information right in front of us

Published on 21/05/2022

It avoids mistakes and is ten times faster

Published on 21/05/2022

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Get started in a few hours!

No technical development on your part is required. Our teams take care of everything and help you set up your Regate interface according to your needs.

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