This guide provides a quick overview of the main pages within the Tropic platform. It helps you get familiar with each page’s purpose and functionality. Each section highlights key features and actions available to you, giving you the basics to navigate Tropic effectively. For more detailed information, links to full articles are included at the end of each section.
Tropic Focus
Tropic Focus is your personalized homepage - a single place to see what needs your attention, plan upcoming renewals, and access everything you need without hunting across multiple pages.
Key Features
- Action Center - a prioritized feed of tasks, mentions, and updates ranked by urgency, ownership, and dollar value
- Dashboard - a customizable canvas of widgets covering renewals, spend, tasks, supplier news, and more. Add Saved Views as widgets for always-on reporting
- Signals - surfaces savings, consolidation, compliance, and risk opportunities filterable by timeframe and department
- Super Search - unified search across Ask Tropic AI, your account objects, and Tropic's full supplier intelligence database
- Quick Actions - one-click shortcuts to Create Request, Review Proposal, Run Price Benchmark, and Send Pulse Survey
Reference: For more details, see the Tropic Focus article.
Reports
The Reports page offers a centralized view of key metrics and performance data. It helps Finance and Procurement teams make informed decisions.
Key Features
- Track open requests and upcoming renewals
- Monitor procurement performance and active contracts by department or value
- Filter and export data to support planning and reporting
Reference: For more details, see the Reports article.
Suppliers
The Suppliers page is your database of all current and potential vendor relationships.
Key Features
- Track supplier profiles, contract values, and associated spend
- Manage supplier contacts, risk, and compliance details
- Filter by contract status, category, or spend
- Bulk edit supplier records directly from the index
Reference: For more details, see the Suppliers Overview article.
Contracts
The Contracts page is where you manage all supplier agreements in one place.
Key Features
- Add and manage contracts, with AI extraction running automatically on document upload
- Track key dates, contract values, and department ownership
- View Calendar or List view to stay on top of renewals
Reference: For more details, see the Contracts Overview article.
Requests
The Requests page is your workspace for handling purchase requests.
Key Features
- View open, completed, and upcoming requests
- Track status and budget impact through Anticipated Spend metrics
- Filter by department, requester, or date
Reference: For more details, see the Requests Overview article.
Invoices
The Invoices page is where you review and manage invoices. It also includes AI invoice match to detect discrepancies and streamline review.
Key Features
- View invoices linked to contracts or POs
- Validate invoices and review AI-flagged mismatches
- Monitor invoice status and approval history
Reference: For more details, see the Invoices Overview article.
Integrations
The Integrations page lets you connect Tropic with other systems like ERPs, accounting tools, and SSO platforms.
Key Features
- Manage and troubleshoot integrations with platforms like NetSuite, QuickBooks, and Okta
- Filter by integration type or status
- Monitor sync health and resolve connection issues
- Connect AI suppliers (OpenAI, Anthropic, Cursor) for AI Consumption Management
Reference: For more details, see the Integrations Overview article and Using Model Context Protocol (MCP) with Tropic.
Settings
The Settings page is where you configure Tropic for your organization.
Key Features
- Manage departments, roles, and security preferences
- Set up approval workflows and procurement policies
- Configure login options and billing details
- Configure renewal reminder emails and contract lifecycle settings
Create Request
The Create Request page is the starting point for new purchase requests.
Key Features
- Submit new requests with supplier and spend details
- Upload required documents
- Tag relevant team members for faster follow-up
Reference: For more details, see the Create Request article.