B2B Operations
Cortex Trade
B2B trade workflow automation for procurement and operations teams
From purchase orders and supplier management to invoice approvals and document tracking — keep your entire trade cycle moving without the paper trail.
- PO → Invoice → Approval
- Full audit trail
- REST API & webhooks
- From $39/mo
How It Works
One trail from request to payment
Every step is timestamped, attributed, and searchable — no more reconstructing a purchase from an email thread.
Raise the PO
Create a purchase order with line-item detail, delivery schedule, and the supplier on record.
Route for approval
Configurable multi-step chains with delegation, escalation rules, and automated reminders.
Match the invoice
Supplier invoices are matched to their PO automatically, with exceptions flagged for review.
Report on spend
Category breakdowns, supplier concentration, and cycle-time analytics from the same records.
Features
Everything you need to digitize trade operations
Built for teams that outgrew spreadsheets but do not want a six-month ERP rollout
Purchase Order Management
Create, send, and track purchase orders with line-item detail, delivery schedules, and supplier acknowledgements.
Invoice Processing
Receive and review supplier invoices, match them to POs automatically, and route for multi-level approval.
Supplier Directory
Centralized supplier profiles with contact details, document history, performance ratings, and communication logs.
Approval Workflows
Configurable multi-step approval chains with delegation, escalation rules, and automated reminders.
Trade Document Vault
Secure storage for contracts, delivery receipts, certificates, and compliance documents with version control.
Spend Analytics
Category spend breakdowns, supplier concentration reports, and cycle-time analytics to optimize procurement costs.
Real-Time Notifications
Email and in-app alerts for pending approvals, overdue invoices, expiring contracts, and delivery confirmations.
System Integrations
REST API and webhooks for connecting with your ERP, accounting software, and logistics platforms.
Role-Based Access
Requestors, approvers, finance, and admin roles. Every action is logged with a full audit trail for compliance.
Who It's For
Made for the teams that move goods and money
SMEs & Growing Businesses
Replace spreadsheets and email chains with a structured, auditable procurement process that scales with your team.
Importers & Distributors
Manage international supplier relationships, track shipment documents, and streamline customs and compliance paperwork.
Finance & Procurement Teams
Enforce policy compliance, reduce invoice-to-pay cycle times, and gain full visibility into committed and actual spend.
Pricing
Plans for every stage of procurement
14-day free trial on all plans. No credit card required.
Starter
$39/mo
For small teams
- Up to 5 users
- Up to 10 active suppliers
- PO & invoice management
- Document vault (5 GB)
- Email notifications
Business
$99/mo
For growing operations
- Up to 25 users
- Unlimited suppliers
- Multi-step approval workflows
- Spend analytics & reports
- REST API & webhooks
Enterprise
$249/mo
For large organizations
- Unlimited users
- Custom approval hierarchies
- SSO/SAML & advanced RBAC
- ERP integrations
- Dedicated support & SLA
Also From Pocket Pass Digital
Two more tools built the same way
Replace spreadsheets with structured trade workflows
Set up in minutes. Start your 14-day free trial — no credit card required.