Business Budgeting Software
PLANERGY’s budgeting solutions for business manage budgets in real-time giving you accurate budget vs actual spend. Always see the bottom line impact and have data at your fingertips for accurate forecasting.
- Increase profitability with better budget management
Keep every department, cost center, job, and project profitable with flexible budget management options. Ensure all spend and especially any overspend is correctly approved.
- Real-time budget vs actual spend data
See updates in budget reporting as soon as expenditure is approved. Leave Excel behind for error free and accurate information.
- Help budget holders make informed decisions
When budget holders know where they stand on spend they can make better business decisions to maximize the impact of their budget and cut down on waste.
- Accountability for better results
All purchases are tracked and easily reportable with powerful drill-down and custom reporting options. Know every cent is accounted for and is compliant with your purchasing policy.
- Prevent fraud, financial risk, and manage compliance
Ensure none of your budget is lost to fraud, error, or duplicate payments. 3 out of 5 US corporations have been the victim of invoice fraud. Prevent fraud by matching vendor invoices by PO number, vendor detail, and invoice values. Reduce risk and enforce compliance with PO and vendor invoice approval workflows. Automated alerts for invoice duplication, spend patterns, and credit terms.
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PLANERGY Integrates With:
Custom integration? We’ve got you covered!
How It Works
Full visibility into spend helps you stop maverick spending, stay on budget, and ensure better purchasing decisions are made by budget holders. With our cloud based procurement system you can see real-time budget impact from any device wherever you are. You’ll have a new level of control and predictability.
Setup
Process
Request, approve, and manage purchase orders efficiently from anywhere on any device with automation of your purchasing process in the PLANERGY cloud app – independent of your accounting package or ERP. See impact on budgets immediately.
Match
Match invoices against POs in PLANERGY to eliminate incorrect payments from fraud or manual error – all with a full audit trail of every event, tracked together with copies of all relevant documents.
Authorize
We recently asked our customers what they love most about PLANERGY, and this is what they had to say
“Flexible and Powerful Budget Management ”
Flexible to cover procurement budgets in any industry. Intuitive for implementation in a small business, but with powerful features to cover the needs of a large organization. Set budgets by job, project, department, cost center, per person, or combinations of these.
Set monthly, annual, or date defined budgets. Define approval workflows per budget to ensure only correctly approved orders hit your budget. Flexibility to control expenditure how you need to and ensure you never go over budget.
“It is easy to use and it has meant that all of our budgets can be in one place. A one size fits all system.”
RSPCA Leicester
Jade Burton
“Project and Job Based Budgeting and Approval Workflows”
Keep every job and project profitable with ordering restricted if you hit the budget ensuring you cannot go over budget without the right people signing off on any overspend.
All purchases get signed off by the budget holder and accurate spend versus budget reports are available with the click of a button through our budget tracking software.
“PLANERGY gives us what we need. We work on a job costing basis for our projects and this is all in PLANERGY along with having a lot of orders that we draw down over months. Fantastic product.”
Kingston Landscape Group
Hazel Roulston
“Real-Time Budget Impact Reporting”
See updates in the budget reporting as soon as expenditure is approved. Leave Excel behind and get real-time budget reporting accuracy with each PO created or invoice processed.
Purchase approval and planning decisions are easier when you have the information you need at hand and PLANERGY gives you that all available through the cloud from anywhere, any time.
“PLANERGY Provides more visibility to purchases. PO Approval process by Project managers and budget limits. It seems to flow well.”
Pegasus Support Services
Brandy Brown
“Budget & Spend Analysis For Deeper Insights”
All expenditure committed to the budget is fully tracked giving you the ability to drill down and analyse where the budget is being spent.
See who is requesting or approving the expenditure, the suppliers you are purchasing from, the locations the orders related to, when they were placed, as well as various other standard information as well as your own custom fields if needed.
“We’ve only had PLANERGY a few months and already I can say that we are going to save $350,000 a year just from the data analysis we can do with it.”
Botanical Resources Australia
Ross Blaikie
“Intelligent Spend Management For Savings”
Consolidate spending and realize savings of up to 15% on your business spend.
We guarantee 2% savings across all your purchasing for your first year and most companies tell us they saved much more.
“We saved more than $1 million on our spend in the first year and just recently identified an opportunity to save about $10,000 every month on recurring expenses.”
King Ocean
Cristian Maradiaga
“Mitigate Risk and Enforce Compliance”
Centralize procurement and AP management to catch fraud, reduce errors, and improve management supplier relationships.
Make accountability and compliance an integral part of your workflows. Guided buying, total spend transparency and full audit tracking help you eliminate rogue spend, invoice fraud, and errors, saving you money and building value through greater efficiency.
“I would recommend PLANERGY because it can be customized to work with whatever historic procuring process you have. PLANERGY will result in a step change in both efficiency and compliance”
Chwarae Teg
Morgan Hart
Next Steps?
Book a live demo and get your questions answered by one of our Senior PLANERGY experts.
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