One Procure-to-Pay Platform for Total Control and Insight

PLANERGY’s cloud-based procure-to-pay (P2P) solution delivers full visibility and control across every stage of your procurement and accounts payable process.

Designed for mid-sized organizations in the US and UK, it streamlines purchasing, automates invoice processing, and ensures compliance – while integrating seamlessly with your existing finance stack.

Key functionalities include:

1. Real-Time Budget Tracking

   Gain full visibility over spending in real time. PLANERGY’s spend management software enforces budget controls across departments, projects, and locations – helping you stop overspending before it starts.

2. Accounts Payable Automation

   Accelerate the AP cycle with automated invoice processing. PLANERGY uses AI to capture, code, and match invoices to POs and receipts – cutting processing costs and reducing human error.

3. Advanced Spend Analytics

   Make smarter, faster financial decisions with real-time spend analysis. Get full audit trails, customizable dashboards, and actionable insights into every purchase across your organization.

4. Automated Purchase Workflows

   Replace manual approvals with automated procurement workflows. Use email, mobile, Slack, or Microsoft Teams to keep approvals moving – without delays or bottlenecks.

5. Purchase Requisition and Order Management

   Enable fast, compliant purchasing with guided buying tools and instant purchase order generation. Improve accuracy and ensure every order is within policy.

6. Vendor and Supplier Management

   Simplify supplier onboarding and standardize purchasing with digital catalogs, performance tracking, and approved vendor lists. Strengthen your supply chain and reduce risk.

7. ERP and Accounting Software Integration

   PLANERGY’s purchase-to-pay system integrates with leading ERP and accounting platforms like QuickBooks, Sage, NetSuite, and Microsoft Dynamics – ensuring data consistency across systems.

8. Scalable for Growing Organizations

   Built to scale, PLANERGY adapts to organizations with 100 to 5,000 staff. Whether you’re centralizing procurement or operating across multiple locations, it evolves with your needs.

9. User-Friendly Interface

   PLANERGY’s modern, intuitive design supports rapid adoption and organization-wide compliance – no extra training, no additional finance system licenses required.

10. Cloud-Based and Mobile-Ready

    Access the entire procure-to-pay platform on any device. Submit requests, approve purchases, and track spend wherever you are – without compromising security or control.

PLANERGY stands out from other procure-to-pay solutions by delivering a complete, cloud-based spend management platform that’s easy to implement, simple to use, and built to scale.

Unlike fragmented tools or legacy software, PLANERGY combines procurement and accounts payable automation in one unified system – providing full visibility, control, and compliance from request to payment. 

Here’s how PLANERGY compares: 

Faster ROI – Organizations achieve rapid cost savings through tighter budget controls, improved vendor pricing, and reduced invoice processing costs. 

End-to-End Visibility – Track and manage every purchase, purchase order, and invoice in real time, supported by full audit trails and actionable spend analytics. 

No Extra ERP Licenses Required – Empower staff to make approved purchases without needing access to your financial system or costly ERP seats. 

Seamless Integration – Easily connects with leading ERP and accounting systems like NetSuite, Sage, QuickBooks, and Microsoft Dynamics. 

Purpose-Built for Mid-Sized Teams – Ideal for organizations with 100 to 5,000 employees across education, healthcare, non-profit, logistics, manufacturing, and more. 

Modern Interface and Support – A user-friendly design ensures fast adoption, backed by responsive, human-led customer support. 

Whether you’re replacing spreadsheets, upgrading from outdated P2P tools, or streamlining AP workflows, PLANERGY gives finance leaders the agility and control they need – without the complexity or high cost of traditional enterprise software. 

PLANERGY’s cloud-based procure-to-pay software transforms your procurement process by eliminating manual work, enforcing compliance, and delivering real-time visibility across every purchase.

Whether you’re using spreadsheets, email-based approvals, or outdated tools, PLANERGY replaces fragmented workflows with a centralized, automated procurement management system designed for control, efficiency, and scalability.

Here’s how PLANERGY improves your procurement process:

• Centralized Purchase Requests and Approvals – Replace email chains with structured, automated workflows. Requests are routed instantly to the right approvers based on custom rules – via email, mobile, or collaboration tools like Microsoft Teams and Slack.

• Enforced Budget Control – Every request is automatically checked against live budgets by department, project, or location – preventing overspending before it happens.

• Faster Purchase Order Management – Convert approved requests into POs instantly, with full visibility into order status, delivery tracking, and invoice matching.

• Vendor Compliance and Visibility – Maintain approved vendor lists, integrate catalogs, and standardize purchasing to ensure policy compliance and reduce supplier risk.

• Reduced Manual Work and Errors – Automate repetitive tasks like invoice entry, approval routing, and PO matching, saving time and reducing costly errors.

• Real-Time Reporting and Audit Trails – Track every step of the procurement process with full audit logs, spend analytics, and customizable reports for better financial decision-making.

• Seamless ERP Integration – Sync purchasing data directly with your finance system, including NetSuite, QuickBooks, Sage, and Microsoft Dynamics – eliminating double entry and reconciliation delays.

PLANERGY turns procurement into a streamlined, automated workflow – from request to payment – giving finance teams total control over spend, without increasing workload or complexity.

Yes, PLANERGY has a wide range of case studies and verified testimonials. Visit our Customers page to explore real-world examples of how organizations use PLANERGY to streamline procurement, reduce costs, and improve efficiency.

These success stories highlight measurable results—from faster approvals to stronger budget control—and showcase the impact of our spend management software across a variety of industries.

Looking for something specific? You can request tailored case studies or speak with our sales team to learn how PLANERGY supports organizations like yours.

PLANERGY offers comprehensive support and training to ensure your team can effectively use its purchase requisition software. Key offerings include:

• Onboarding and Training:

  Personalized onboarding sessions tailored to your organization’s workflows.

  Hands-on training to help your team quickly get up to speed.

• Ongoing Support:

  Dedicated support team is available via email, phone, and screen-sharing for help with any questions or issues.

  Proactive guidance to help you adapt the software as your needs evolve.

• Resource Library:

  Access to an extensive library of user guides, video tutorials, FAQs, and best practices to maximize the software’s value.

• Customer Success Team:

  A dedicated customer success team focused on your success, offering strategic advice to help you achieve long-term success with PLANERGY.

• Regular Updates and Enhancements:

  Continuous improvements to the software with ongoing updates and new features based on customer feedback.

These resources ensure a seamless implementation and provide your organization with the tools and expertise to optimize your purchase requisition process.

Yes, PLANERGY is designed for seamless integration with a wide range of systems to streamline your procurement and financial processes. Our platform supports direct integrations with leading ERP systems such as Sage Intacct, Exact, and Sage 100 and 200., as well as accounting software such as QuickBooks (Online and Desktop), Xero, Sage 50, MYOB, and Twinfield.

Additionally, PLANERGY offers integrations with business operations tools like Slack and Microsoft Teams, PunchOuts including Amazon Business, and Single Sign-On (SSO) providers such as Azure Active Directory and Okta.

For organizations requiring custom solutions, our API enables further customization to connect with other software platforms you may be using.​

By integrating PLANERGY with your existing systems, you can reduce manual data entry, enhance data accuracy, and gain real-time visibility across purchasing, budgeting, and accounts payable operations.​

PLANERGY delivers measurable ROI by reducing costs, increasing efficiency, and giving finance teams complete visibility and control over spend. With automation across procurement and accounts payable, PLANERGY helps you save time, avoid unnecessary purchases, and improve budget accuracy – without increasing headcount or software complexity.

Here’s where organizations see the strongest return on investment:

• Lower Invoice Processing Costs – Automating invoice capture and matching can cut processing costs by up to 80%.

• Fewer Manual Tasks – By replacing paper-based and spreadsheet-driven processes, PLANERGY frees up staff time across finance, procurement, and operations. Teams can reallocate resources to more strategic, value-driving tasks.

• Better Budget Control – Real-time budget enforcement ensures every purchase is pre-approved and within spending limits. This prevents maverick spending and reduces budget overruns.

• Improved Vendor Pricing – Consolidating vendors, improving visibility, and analyzing supplier performance helps you negotiate better pricing and avoid duplicate or off-contract purchases.

• Faster Month-End and Year-End Close – Integrated AP workflows and real-time data eliminate reconciliation delays and reduce the time it takes to close your books – often by up to 30%.

• Stronger Compliance and Audit Readiness – Full audit trails, document control, and centralized approvals ensure policy compliance and reduce audit risk.

• Scalable Savings – PLANERGY grows with your organization. As purchase volumes increase, automation continues to reduce per-transaction costs – delivering ROI at scale.

The result? Organizations using PLANERGY typically realize full payback within months and continue to drive long-term savings through automation, visibility, and better decision-making.