Spendwise Features

Spendwise

Spend management software for business

4.51/5 (199 reviews)

Spendwise Feature Summary

  • Ad hoc search capabilities
  • Administrative cost monitoring
  • Auto & manual approvals
  • Bill & expense recording
  • Budgeting & planning
  • Custom dashboard
  • Customizable reporting
  • Data encryption
  • Define user roles
  • Electronic invoice approvals
  • Finance management
  • Financial analytics
  • Forecast budgets
  • Import / export reports
  • Inventory management
  • Inventory tracking
  • Online data storage
  • Order shipment tracking
  • Purchase order management
  • Purchasing
  • Receipt tracking
  • SSL security
  • Sales orders
  • Spend management

Competitor Feature Comparison

API
Activity Dashboard
Approval Process Control
Budget Control
Budgeting
Cost Analysis
Cost Estimating
Cost Tracking
Customizable Reporting
Data Import/Export
Expense Claims
Expense Tracking
Financial Analysis
Financial Management
General Ledger
Inventory Management
Inventory Tracking
Invoice Management
Job Costing
Order Approval
Order Tracking
Process Control
Procurement Management
Project Accounting
Project Budgeting
Purchase Order Management
Purchasing Management
Quote Management
Receipt Management
Receiving
Role-Based Permissions
SSL Security
Sales Orders
Search Functionality
Secure Data Storage
Spend Analysis
Spend Control
Summary Reports
Learn moreCompare App
API
Activity Dashboard
Approval Process Control
Budget Control
Budgeting
Cost Analysis
Cost Estimating
Cost Tracking
Customizable Reporting
Data Import/Export
Expense Claims
Expense Tracking
Financial Analysis
Financial Management
General Ledger
Inventory Management
Inventory Tracking
Invoice Management
Job Costing
Order Approval
Order Tracking
Process Control
Procurement Management
Project Accounting
Project Budgeting
Purchase Order Management
Purchasing Management
Quote Management
Receipt Management
Receiving
Role-Based Permissions
SSL Security
Sales Orders
Search Functionality
Secure Data Storage
Spend Analysis
Spend Control
Summary Reports
Visit WebsiteCompare App
API
Activity Dashboard
Approval Process Control
Budget Control
Budgeting
Cost Analysis
Cost Estimating
Cost Tracking
Customizable Reporting
Data Import/Export
Expense Claims
Expense Tracking
Financial Analysis
Financial Management
General Ledger
Inventory Management
Inventory Tracking
Invoice Management
Job Costing
Order Approval
Order Tracking
Process Control
Procurement Management
Project Accounting
Project Budgeting
Purchase Order Management
Purchasing Management
Quote Management
Receipt Management
Receiving
Role-Based Permissions
SSL Security
Sales Orders
Search Functionality
Secure Data Storage
Spend Analysis
Spend Control
Summary Reports
Visit WebsiteCompare App

Spendwise Feature Reviews

25 reviewers had the following to say about Spendwise's features:

Will McCusker

Purchase Order Program Success Using OfficeWise

2016-10-19

We use Officewise daily for purchase order management and vendor interaction.

Pros

ease of use

Cons

some of the reporting

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Spendwise

its help us in so many ways, we really feel its reliable and very needed in our busy parts ordering business.

Source: Capterra
Helpful?   Yes   No
Read more
James Vardakis

Fairly easy to navigate, doesn't really provide very good reports.

2017-05-10

Easily track who is requesting what spend.

Pros

Easy to navigate & sends notifications when a PO is approved by the approver.

Cons

The reporting could be easier to filter or add vendors, etc.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No

Response from Officewise


Thank you for your review. Happy to consider making changes and/or adding new reports so you are able to get what you need. I will follow-up with you directly to better understand so we can remedy.

Read more
Jan Ring

Officewise

2018-11-21

Pros

Keeps track of inventory, allows you to create invoices, reports, banking, etc.

Cons

It may not be as great as microsoft office or other apps because it tends to charge a higher monthly fee. But you could weigh your options versus the price to other software.

Rating breakdown

Ease of use
Features

Time used: Free Trial

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Tabish Ahmad

A game-changer for all our procurement needs

2019-07-02

It has helped us with managing our sales, purchase orders, inventories and tools through a clean interface.

Pros

We are able to manage our invoices, purchase orders, bills and expenses in a streamlined manner.

Cons

With a lack of manuals or training, the updates can take time getting used to.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Spendwise


Thank you for your feedback. We appreciate your enthusiastic recommendation of our product. I am sorry to hear that you have experienced challenges adapting to updates we make to our product. We do offer a User Guide, FAQs and Tips in our Help Center which we hope helps users adapt to updates but would be glad to consider other ways we can make it easier. I will follow-up with you directly to further discuss.

Read more
Deany Santana

Excellent Site

2017-04-05

I've used them for my small assisted living home invoicing duties.

Pros

All services offered

Cons

Inability to run reports on income and invoices

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Officewise


Thank you for your feedback Deany! As mentioned you cannot run reports in the free plan but I did want to clarify that you can run reports in all of the other plans we offer. I will followup with you separately to see if it makes sense for you to upgrade from the free plan so you can run reports.

Read more
Dana Rodenbeck

Fantastic Accounting Software

2018-11-27

This system has allowed us to be better organized and increase our approval time for paying invoices.

Pros

We have over 50 locations, it makes it easy to manage the expenses and obtain approval to pay these since the owners are able to approve it electronically. The inventory function is also wonderful with tracking our IT inventory.

Cons

We are still new to this software but so far I do not have any complaints other than the just taking the time to learn a new software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
Manager of Production Services & Training (Broadcast Media company, 11-50 employees)
Verified Reviewer

I use it for purchase orders. Exploring other uses for my departments.

2017-04-26

Pros

Ease of entering data and approval process for entering and approving purchase orders.

Cons

Reporting options might be useful.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

6/10
Source: GetApp
Helpful?   Yes   No

Response from Officewise


Thank you for your review and feedback. I just wanted to clarify that we have over 75 reports including reports for purchases and accounts which you could then filter to just see fees. If you are not seeing reports my guess is that is has something to do with user access restrictions set by the Admin on your account. I will followup directly with you and the Admin on your account to see if that is the cause and help make any changes if that is what's wanted.

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Richard Kolasa

I am very happy with the ease of competing my procurement duties with Officewise.

2017-05-19

It makes the purchasing aspect of my job very easy to do and to report on.

Pros

The simplicity and pleasant GUI make doing my job easy. I can find my assigned Purchase Orders in seconds, open them, and make any adjustments I need to.

Cons

Haven't really found anything I dislike about it...If I had to say something perhaps the "more" button on the dashboard could have some of those items as separate buttons, or it could be customizable because I have to print PDFs a lot.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Lisa Baber

OfficeWise

2016-12-08

As a busy Design Firm we need all the help we can get keeping track of furniture orders, cabinets, tile and everything we order for a project.

Pros

Similar to quickbooks, so if you use quickbooks you can automatically use this easily.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Andrew Cummings

Easier purchasing...

2018-11-23

Pros

purchasing is now much easier, particularly with approval roles. Reporting is also pretty good.

Cons

Budgeting could be easier to use and perhaps needs a little simplification.

Rating breakdown

Value for money
Ease of use
Features

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No

Response from Officewise


Thank you for your feedback. We agree that budgeting could be made easier and are working on ways to improve. If you are open to further discussing and sharing ideas on how we can make better please let us know when/how best to reach you or contact us at support@officewise.com or 1-855-906-3300.

Read more
Amanda Espinoza

Excellent and easy to use

2016-09-20

I use this program twice a month for ordering through our corporate office. The program makes ordering quick and efficient.

Pros

Easy to navigate

Cons

None to report

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Charles Hornick

OfficeWise is easy to work with and does the basics of what we need.

2017-10-04

Pros

The software is easy to use, understand and to show others how to use.

Cons

It would be nice to generate a report that provides invoices by sales rep.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Officewise


Thank you for your feedback Charles. We do have a report for sales orders by sales rep but currently not one for invoices by sales rep as you point out. I think that adding this report is certainly worth considering and will discuss internally to see what we can do. As for user access parameters we are planning to provide more options like what you describe within the next few months.

Read more
Carlos Perez

Easy to use platform on a day to day basis.

2017-07-20

Easy PO creation and tracking.

Pros

Search function is great to find other users PO's. The interface is very well done and easy to find what you need.

Cons

Certain restrictions at specif user levels are not customizable. The approval process could be improved on.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Officewise


Thank you for your review Carlos! We are always looking for ways to improve Officewise and appreciate your feedback. I will follow-up with you directly to see what we can do to improve user access customizations and the approval process.

Read more
Anonymous
(Plastics company, 11-50 employees)

Great tool, very easy to use

2020-02-27

Overall, I’ve had a very positive experience with spendwise

Pros

My favorite aspect of this software is the ability to export the reports that I create into an excel sheet

Cons

I really don’t have any cons. This tool is very helpful for a small business and the features and functionality are in line with what you’d expect given the price.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Joanna Woessner

I'm able to easily view, and approve invoices. As well as provide comments when needed.

2017-05-17

Easy invoice approvals.

Pros

It's easy to use, I get email notifications when I have an invoice to approve, I can clearly see what the invoice is for.

Cons

It seems pretty basic as far as design and user interface.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
Chelsea M

Spendwise is a Nice Product

2019-04-16

Pros

I like Spendwise because it is a place to keep track of budgets and reporting. It is easy to use and keeps a lot of information in one place.

Cons

I don't have any complaints about Spendwise.

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Melissa Sourbis

I've spent a lot of time with this system. It's organized, I wish it could do more.

2017-05-10

Pros

I like that you can run reports and export them into excel.

Cons

I wish there were more report functions for purchase orders.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No

Response from Officewise


Thank you for your review. We are happy to consider adding more reporting functionality and I will followup with you to better understand what you are looking for. As for making edits to approved purchase orders the system requires that you resubmit for approval so that approvers are able to approve the changes. To avoid having to resubmit purchase orders for approvals I recommend using Bills to record any changes and will followup with you to show how this can be done. Regarding the ability to delete purchase orders there are pros and cons to this and for now we feel that it is better to allow users to void purchase orders rather than delete them but we are open to reconsider. I will followup with you to further discuss.

Read more
Jake Ifraimov

Easy To Use PO System

2018-05-31

Pros

Very Easy to Review Past POs Great History Tracking Easy to Create A New PO Easy to Edit and Update a PO with New Information

Cons

Would like an option to print multiple POs at once Needs better Invoice integration (Submit Invoice with PO)

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No

Response from Ryan


Thank you for your feedback. To close multiple POs at once please complete the following steps: 1) Log in to your account, 2) Click Purchase orders in left menu, 3) Check box to left of purchase orders you want to close, 4) Click on More button at top of page, and 5) Click Close in dropdown. Not exactly sure what you mean by no native support for invoices to come through the system but will follow-up with you to see if we can come up with a solution.

Read more
Glen Feucht

Great, easy to use & affordable

2017-03-30

Just wish it have the ability to do quote versions & track cost inside of a quote without having to create an inventory item.

Pros

Easy to use, many many features

Cons

Wish I could put costs in quote for my own tracking.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Officewise


Thank you for your feedback Glen! I have some ideas about how to revise and track versions of quotes as well as track cost without having to create an inventory item. Also would like to better understand the issue to see how we can improve going forward. Will reach out to you to further discuss.

Read more
Lisa Lentkowski

Generally good

2017-10-04

Pros

The software provides inventory control, sales, and purchasing tools all in one easy to use application that is not overly priced.

Cons

The inability to modify inventory type (inventory vs non-inventory) after creation.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No

Response from Officewise


Thank you for your feedback Lisa. I understand your point about allowing users to modify type so that you don't have to create a new item if you want to change. The tricky part is what to do with past transactions since they would have been handled in the system based on type when they were recorded. We think it is important to be consistent with how different types of transactions are handled in the system but also feel it is important to maintain the integrity of historical data. That said we are always open to new ideas on how we can improve the system and I will follow-up with you directly to further discuss.

Read more
Ed Becker

Great software for small business

2016-09-28

easy to use, and update, and a great way to keep track of inventory would recommend to anyone, can be customized for any size business

Pros

ease of access

Cons

could use a space for costumer telephone number

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Officewise


Thank you for your feedback Ed! There should be a field for customer phone number on the customer contact form, I will follow-up with you to make sure we understand and resolve any issues.

Read more
jose trevino

Thanks for your help

2016-12-16

Enjoy the ability to send quotes and invoices through email and then being told when the email is opened and viewed.

Pros

ease of use, the ability to edit, keeps track of all history

Cons

the mobile website version is not easy to use, the screens are hard to view and the lettering and typing of new work are difficult to see and use.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10

Recommendations to others considering Spendwise

just address the above, I sometimes have to send something on the run and all I have is my phone

Source: Capterra
Helpful?   Yes   No

Response from Officewise


Thank you for your feedback Jose. We are currently working on some major upgrades that will be released next month. Upgrades include dramatic improvements to the user interface which will make our system much easier to use on your phone. We also have plans for a mobile app to make it even easier in the future. Stay tuned.

Read more
diandra dematao

Great for beginners

2019-05-16

Great for small businesses, probably wouldn't recommend for companies with thousands of accounts as it can get tricky managing multiple purchase orders at once, however, it's definitely been a huge time saver and game changer.

Pros

I got this software because I opened my own small clothing business and needed a way to track all my invoicing and POs.

Cons

I hope you don't need to void or delete anything - it can become incredibly complicated. Also the ability to print multiple POs would be helpful.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No

Response from Officewise


Thank you for your feedback.

To preserve transaction history currently the system does not allow for deleting saved purchase orders. You can void saved purchase orders by going back to the purchase order and clicking on Void under the More button. The system works the same for saved invoices and other transactions.

The system does allow you to print multiple purchase orders at a time as follows:

1- Log into your account and navigate to list of purchase orders

2- Check box to left of any purchase order you want to print

3- Click on More button at top of list and then click on PDF Print in the dropdown

Once you complete steps above a pdf with all the purchase orders you selected will be generated which you can then save and/or print.

We are always looking for ways to improve the system so I will follow-up with you directly to further discuss and see what we can do better.

Read more
Samuel Figueroa

Must have to track inventory

2019-02-04

Pros

Great too to control inventory and sales.

Cons

It would be very helpfully to be able to print multiple purchase orders at once.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
jose mendoza

The Office Admin Tool

2019-04-02

Very helpful in the accounts payable aspect of our office.

Pros

I like the fact that this product help me keep track of all of our inventory so we don't miss out on sales or client opportunities.

Cons

Its a general accounting software that I wish could be groomed a little bit more for the construction field.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Occasionally

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more