Getting Started
New to FactWise? Set up your workspace and learn how the platform fits your procurement process.
- What is FactWise
- Set up your organization
- Invite and manage your team
- Navigating the dashboard
Documentation
Documentation
Guides and references for getting the most out of FactWise — from setup and core workflows to integrations and security.
Requisitions to PO
Raise structured requisitions, run approvals and RFQs, negotiate with AI, and generate purchase orders.
- Creating a requisition
- Approval workflows
- Managing RFQs
- Using AI negotiation
- Generating purchase orders
Invoice to Pay
Capture invoices, run 4-way matching, and automate approvals and payments.
- Capturing & uploading invoices
- 4-way matching (PO, GR, QC, contract)
- Handling exceptions
- Approval routing
- Processing payments
Inquiry to Quote
Build accurate costs and generate customer quotes with BOM intelligence and landed cost analysis.
- Building a BOM
- Intelligent sourcing
- Landed cost analysis
- Generating customer quotes
Vendor Management
Onboard vendors, maintain profiles, and keep all supplier communication in one place.
- Onboarding vendors
- Vendor profiles & documents
- Vendor communication
- Performance & compliance
Integrations
Connect FactWise to your ERP and finance systems, and move data in and out.
- ERP integration overview
- Importing master data
- Exporting reports
- API access
Admin & Settings
Configure users, roles, permissions, and organization-wide settings.
- Users & roles
- Permissions & approvals
- Organization settings
- Notifications
Security & Compliance
How FactWise protects your procurement, vendor, and financial data.
- Data security overview
- Access controls
- Audit trails
- Data retention
Can’t find what you need?
Book a demo for a guided walkthrough, or reach our team and we’ll point you to the right place.