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For finance and procurement

Keep your system of record and stop answering the same questions

Budget owners will not log in to the finance system. Give them a register of their own vendors they will read, and spend your time on the negotiations that need you.

A finance partner working through documents at a desk by the window.

Today

What lands on your desk today

  • The same questions every quarter

    What renews, what it costs and whether it can be cancelled, asked by each leader in turn.

  • Late notice of renewals

    Leaders tell you about a renewal after the notice date, when the leverage is gone.

  • Shadow tools you never saw

    Self-serve subscriptions appear on cards and never reach a contract file.

With the register

What changes for your team

Nothing replaces your system. The register sits beside it for the leaders.

  • No seat fee

    Finance and procurement never pay for a seat, by rule.

  • Enter records directly

    Add contracts yourself, or let leaders upload what they have for you to check.

  • Earlier renewal conversations

    Leaders see notice dates weeks ahead and come to you with time to negotiate.

  • Structure that matches the paper

    Master agreements, statements of work and order forms keep their relationships.

  • Gaps named, not hidden

    Missing pricing models and term dates are listed, not counted as zero.

  • Who changed what

    Every change is attributed to a person, an agent or the system.

Worked example

Totals that do not double count

A worked example from the fictional demo portfolio: a master services agreement with two statements of work under it.

  • The framework commits nothing

    The master services agreement sets terms only, so it never enters a spend total.

  • The statements of work carry the money

    $55,700 and $25,500, each with its own dates, counted once.

  • The DPA stays on file

    Ancillary paper is kept with the vendor and kept out of spend.

Quorum Advisory and Perigee Cloud

  • Master Services Agreement

    Framework, not counted in spend

  • Statement of Work

    Commitment, $55,700, counted in spend

  • Statement of Work

    Commitment, $25,500, counted in spend

  • Data Processing Agreement

    Ancillary, not counted in spend

Questions

Frequently asked questions

Is this a replacement for our procurement suite?

No. Keep your suite and your process. This is the view for budget owners who will not open it.

Do we pay for our seats?

No. Finance partners and vendor-management contacts are free by rule.

Can we import from our system?

There is no connector, on purpose, so the product works where access to finance systems is restricted. Upload documents, paste emails or enter records directly.