Procure-To-Pay for Non-Profit Organizations
PLANERGY enables your non-profit to maximize every dollar with full transparency and control. Automate purchasing, track grant spending, and ensure compliance while reducing costs.
Strengthen donor trust, streamline vendor management, and drive greater social impact with smarter spend management.
Non-Profit Challenges
The non-profit encounters several challenges in the procure-to-pay (P2P) process due to budget constraints, decentralized operations, and regulatory requirements.
Key challenges include:
- Budget Constraints
Limited funding and tight budgets demand strict control over spending to ensure resources are allocated effectively.
- Decentralized Purchasing
Multiple departments, campuses, or schools often make independent purchasing decisions, leading to inefficiencies, duplicate spending, and lack of visibility
- Approval Delays
Lengthy approval processes can slow down procurement, impacting the timely delivery of critical resources for students and staff.
- Compliance Requirements
Adherence to strict public sector procurement policies and grant regulations adds complexity and administrative burden.
- Supplier Management
Limited funding and tight budgets demand strict control over spending to ensure resources are allocated effectively.
- Manual Processes
Reliance on paper-based or outdated systems for requisitions, approvals, and invoice processing increases errors and reduces efficiency.
- Tracking and Reporting
Difficulty in consolidating spend data across departments or campuses hinders effective reporting, auditing, and strategic decision-making.
Addressing these challenges requires automation, centralized control, and enhanced visibility to optimize procurement, ensure compliance, and maximize the impact of limited non-profit resources.
Grant Tracking in Real-Time
PLANERGY ensures accurate, real-time grant tracking by giving nonprofits full visibility into how funds are allocated and spent.
- Track Spending by Grant – Assign purchases to specific grants and ensure compliance with funding restrictions.
- Real-Time Budget Monitoring – See remaining grant funds instantly to prevent overspending or underspending.
- Automated Approval Workflows– Ensure spending aligns with grant guidelines before purchases are made.
- Centralized Reporting – Generate audit-ready reports to meet donor and regulatory requirements.
- Grant Expiration Alerts – Avoid unspent funds going to waste with proactive notifications.
With PLANERGY, non–profits can maximize grant impact, stay compliant, and simplify financial reporting—all in real time.
Financial Accountability
Attracts More Donors
True Financial Visibility
Get real-time data on spending and budgets across your whole organization, ensuring full transparency, accountability, and smarter finance-based decision-making.
Simplify Compliance & Stay Audit-Ready
Ensure financial compliance with automated approval workflows, real-time budget tracking, and audit-ready records.
Maintain spending policies and track grant allocations, to meet regulatory requirements and reduce risk.
Decentralized Buying, Centralized Control
Enable teams to make independent purchasing decisions within preset budgets and approval workflows, while you maintain centralized management, visibility & reporting.
Real-Time Budget Aware Approvals
Ensure every purchase stays within budget with real-time tracking and automated approvals.
Prevent overspending with preset limits and workflows, while centralized reporting ensures accountability and audit readiness.
Real-Time, Audit-Ready Logs Provide Full Transparency and Compliance
- Automated Purchase Tracking – Every transaction is recorded with timestamps, approvals, and funding sources.
- Centralized Audit Logs – A single source of truth for all financial activities, accessible anytime.
- Regulatory Compliance – Meet donor, grant, and legal reporting requirements with complete, verifiable records.
- Approval Workflow History – See who approved what, when, and why for full accountability.
- Tamper-Proof Data – Secure, read-only logs maintain full integrity and prevent errors or unauthorized changes.
With PLANERGY, nonprofits can streamline audits, reduce compliance risks, and confidently report on spending—all while maintaining full financial transparency.
Customizable Purchase Approval Workflows
PLANERGY allows nonprofits to customize purchasing workflows to fit their unique needs, ensuring efficiency, compliance, and accountability.
- Tailored Approval Workflows – Set up multi-level approvals based on budget, department, or grant requirements.
- Role-Based Permissions – Control who can request, approve, or track purchases to maintain oversight.
- Automated Policy Enforcement – Ensure spending aligns with internal policies and grant restrictions.
- Real-Time Budget Integration – Approve purchases with full visibility into available funds.
- Seamless Vendor Management – Standardize procurement processes while maintaining flexibility for different funding sources.
With PLANERGY, nonprofits can streamline purchasing, reduce manual errors, and ensure every dollar is spent responsibly.
Non-Profit Case Studies
Explore these case studies to gain insights into successful strategies, challenges tackled, and key takeaways in advancing impactful, mission-driven non-profit initiatives.
PLANERGY’s made our approval process quicker and less cumbersome, and it’s taken away people’s excuses for not following policies and procedures.
Brian Hall, Business Manager,
Boy Scouts of America
Boy Scouts of America Streamlines Procurement with PLANERGY
The Boy Scouts of America transformed their purchasing process with PLANERGY, replacing an inefficient paper-based system with a streamlined digital solution.
By centralizing procurement, they improved budget control, compliance, and authorization workflows across multiple locations.
PLANERGY enables real-time tracking, eliminates manual paperwork, and ensures better visibility and accountability in their purchasing.
Processing 10,000+ purchases a year, reducing errors, enhancing efficiency, and ensuring spending stayed within budget.
PLANERGY helped us “remove a lot of red tape” and provides complete visibility and control over spending.
Dean Erikson, Director of Business,
The Salvation Army Edmonton
Salvation Army Edmonton Boosts Efficiency with PLANERGY
The Salvation Army Edmonton Centre of Hope transformed its procurement with PLANERGY, replacing outdated paper-based processes with a streamlined, digital system.
This shift enhanced budget control, compliance, and efficiency, ensuring real-time reporting and clear accountability.
As they put it, PLANERGY helped them “remove a lot of red tape” and provided complete visibility and control over spending.
Top organizations trust us, You can too.
What Our Non-Profit Customers Are Saying
PLANERGY has a high approval rating amongst our councils, everyone is trying to make sure they are pinching every penny.
I think PLANERGY Spend Management is a wise investment.
Thank you for all you guys do.
Don Day
Fiscal Management Team Leader, Boy Scouts of America
We needed to transition our paper PO system to digital to be able to better manage our budgeting and spending.
PLANERGY is fantastic Procure-to-Pay software, and we love their support.
Nancy Moglinicki
Controller, St. John Vianney School
I would recommend PLANERGY to any non-profit, because it can be customized to work with whatever historic procuring process you have.
PLANERGY is a big step change in both efficiency and compliance.
Morgan Hart
Project Partner, Chwarae Teg
PLANERGY completely recalibrated our spending and improved our spending habits. Before PLANERGY, we had paper-based approvals through the mail, which was slow and impossible to report on accurately.
PLANERGY’s real-time reporting and insights helps enormously with compliance.
Dean Erikson
Director of Business, The Salvation Army
One of the biggest benefits of using PLANERGY has definitely been the return on investment, it pays for itself in a few months every year and saves us having to hire additional finance staff.
The overall implementation process, from start to finish, and user adoption was super-easy .
Using PLANERGY is a no-brainer.
Jorge Herrera
Administrator, Arecibo Observatory
Better Spend Management
Find out how PLANERGY’s Procure-To-Pay platform can revolutionize your organization’s Spend Management. Schedule a short demo to find out more.
Book a personalized demo to see the PLANERGY procure-to-pay platform for yourself.
