Proactis

Transforming the Purchase-to-Pay Process with a Web-Based eProcurement and Spend Management Platform

Proactis P2P is a web-based eProcurement and Spend Management solution designed for SunSystems users. It controls the entire purchasing process from Purchase Request to Invoice Matching within one system. 

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Person using a laptop displaying a paid invoice on the screen.

Simplify and Maintain Transparency in Day-to-Day Purchasing 

For SunSystems users operating in asset-intensive industries, Proactis P2P provides visibility and control over everyday purchasing, tracking every step from request to payment, and ensuring compliance and real-time spend monitoring.

 With an intuitive interface and intelligent search capabilities, users can easily find approved suppliers, circulate purchase requests, and review spend against budgets. 

Proactis Purchase-to-Pay Software Benefits

Proactis helps SunSystems users in asset-intensive businesses maintain operational efficiency and financial accuracy through:

Automatic Cost Allocation

  • Automatic cost allocation and apportionment from purchase request creation 
  • Spend management against available budgets 
  • Purchasing controls and approval delegations based on PO value 
  • Coordination with approved suppliers 
  • Tracking supplier performance and quality of deliveries 
  • Accurate cost assignment to users or departments 

Fast, Accurate Request Approvals

Proactis ensures full control over purchase authorisations, thereby reducing the risk of overspend. It enforces ordering procedures, using preconfigured approval workflows, and offers real-time order and status visibility. 

Effortless Order Creation & Booking

Proactis manages procurement flexibly, splitting requests into multiple orders across different suppliers. Each order is uniquely numbered and integrated with the financial system, allowing seamless conversion from requests to orders. 

Supercharge Coding for Order and Invoice Processes

Proactis Rego Cai uses AI and machine learning to improve purchase order and invoice coding, enhancing AP automation’s accuracy and efficiency. 

Real-Time Budget Control

Proactis integrates comprehensive budget management with the P2P platform, covering contract management, ordering, external staffing, and invoicing. It monitors budgets in real-time and updates automatically after changes. 

Unified Spend Management

Collaboration between Procurement and Finance on tail-end spend can unlock significant savings through reduced costs and streamlined processes. 

Control of Post-Purchase Claims

Proactis Expenses simplifies employee claim submissions, improving managerial oversight and decision-making. 

Optimised Operational Procurement on the Go

The Proactis mobile P2P app allows management of purchase requisitions and invoice approvals anytime, anywhere, keeping procurement tasks on track even when away from the desk. 

Find Out More About Procure-to-Pay 

Discover how Touchstone can help you streamline procurement, enhance financial control, and drive cost efficiencies with a fully integrated Procure-to-Pay solution powered by Proactis. 

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Procure To Pay (P2P)

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Training

Whether it is refresher training, teaching new member of staff or learning new software, TouchstoneEnergy clients can take advantage of our training services, delivered in bitesize chunks.

Whether your training needs are delivered on site at your office or in our training centre, you can be assured that training and tuition will be delivered by industry experts, experienced in dealing with new and existing users of our systems.

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Support

Our UK-based support Helpdesk team are technical and application experts in all our solutions. They provide our clients with peace of mind that if you experience any issues with your software, when you partner with TouchstoneEnergy there's no need to worry - help is there when you need it. With the choice between an Essential or Premium Support Plan, we give our clients a comprehensive service - whether you want to report a fault or have a question regarding the use of your software.

We work to a published SLA giving our clients the benefit and peace of mind that we do what we say.

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Cloud Hosting & Managed Services   

With over 250 years combined experience of deploying business systems to the Energy sector, our team has the necessary skills and industry knowledge to configure and align your solution with your business processes. With high quality data management solutions and post-deployment support, it's never been easier to manage your business' reporting requirements and strategic management capabilities while reducing spending in the long term.

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System Optimisation

At TouchstoneEnergy, we understand that even the best ERP and EAM systems need regular review and refinement to stay aligned with evolving business goals. That’s where our System Optimisation service comes in.

We work closely with you to analyse how your current system is performing and identify areas for improvement — whether it’s simplifying processes, improving data flow, enhancing reporting, or unlocking underused functionality.

Our proven optimisation frameworks help energy and natural resources companies maximise return on investment, reduce operational friction, and support better decision-making.

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Business System Integrations

We provide Energy companies with an integrated Infor Enterprise solution which comprises of Financial Accounting, Budgets & Forecasts and EAM technology. We provide technical support which helps your business to achieve its goals, and/or with regulatory compliance where necessary.
We have a hands-on approach, working with your team to configure and develop the solution to suit your business needs as well as providing end user training – helping you to streamline your business processes and improve operational efficiency.

Following our initial audit, our specialists will select the right platform to meet your organisation's goals, adopting the best tech solution for your needs.

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System Review

If your finance or business system is no longer meeting your organisation’s requirements, chances are that the system itself is not the issue, but instead it requires updates to ensure it aligns with the changes being made within your business.
Drawing on our extensive experience in the Energy sector, we can review your system and revive it, with optimised and integrated processes, to provide a firm foundation for expansion and ensure that it meets your business needs.

Regulation of all of the systems within your organisation - governance and business processes, time management, money management (including accounting and tax obligations) - is key to a successful project, and to a professional environment generally. Our team can identify where potential issues lie, and use the data we collect to implement new, more effective strategies.

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Implementation and Upgrades

Whether you are considering an ERP project or have already purchased an Infor Solution, implementing a new system will significantly impact the way your organisation operates, so it's important that you select the right implementation partner.

We take the time to listen, learn and understand the requirements of your business, completing a full audit of your business' needs in the first instance. We pride ourselves on being a focused team that truly values what our clients require from their investment, and ensure we achieve success.

Our ERP solutions enable you to leverage industry best practices, run mission-critical operations effectively, and gain insight into each role within your organisation, so that you can adapt to changes.

Our cloud ERP tool is designed for every business, and uses analytics to help with decision making in your organisation.

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