Stop finding out about overspend after the money is already committed.
Sage Intacct records what you spent. PLANERGY controls what is being committed, before it ever reaches your ledger. Then it posts clean, coded, approved transactions straight back into Sage Intacct.
Built for finance teams at $20M to $200M companies across the US and UK.
Trusted by finance teams running Sage Intacct
The gap in your finance stack
Sage Intacct is an excellent system of record. It was never built to be your point of control.
By the time spend lands in Intacct, the money has already been committed. Finance is left explaining the variance instead of preventing it. PLANERGY closes that gap at the front of the process.
Sage Intacct
The system of record
- Records spend once it has happened
- Strong GL, reporting and multi-entity consolidation
- A bolt-on PO module that your team has outgrown
- Visibility that arrives at close, not at the point of decision
PLANERGY
The point of control
- Checks every request against budget before it is committed
- Automates POs, approvals, receiving and three way matching
- Captures and codes invoices, then posts them to Sage Intacct
- Gives finance control at the moment of purchase, not after
PLANERGY runs purchasing and AP. Sage Intacct stays your system of record. One controls the spend, the other records it, and they talk to each other automatically.
Why finance teams add PLANERGY
The problems Sage Intacct alone leaves on your desk
Real-time budget visibility
Every approver sees committed and remaining budget at the moment they approve — by department, grade, fund, or grant. Decisions are made with the numbers in front of them, not after the fact.
- No more month-end surprises
Take the manual work out of AP
OCR capture, automatic three way matching and routed approvals replace the keying and chasing. Your invoice volume can climb while your headcount stays flat, and the close still lands on time.
- Same team, more volume
Close the leaks in your spend
Duplicate payments, off contract buying and price creep are caught before approval, not after the money is gone. Protect the margin your business runs on.
- Recover hard dollars
Audit ready controls across every entity
Approval trails and segregation of duties live in the system, not in inboxes, and map to your Sage Intacct entities and dimensions. Answer the auditor in seconds, not days.
- Diligence ready by default
Right sized, not over built
Enterprise grade purchasing control without an enterprise implementation. You have outgrown spreadsheets and the native PO screen, but you do not need a six figure, six month suite.
- Live in weeks
One view, every dimension
Spend, commitments and budgets line up against the same dimensions you report on in Sage Intacct. Finance sees what is committed across departments and entities in one place.
- Visibility you can act on
How the integration works
PLANERGY runs the buying. Sage Intacct keeps the books.
Spend is controlled, approved and coded in PLANERGY. Then every clean transaction flows into Sage Intacct, so accounting works in the system it already trusts.
Request
Raised against the right budget and dimensions
Budget check
Real time, before any commitment
Approve & PO
Routed by policy, PO issued to vendor
Receive & match
Three way match of PO, receipt and invoice
Code & approve bill
Coded to your Intacct dimensions
POSTED AUTOMATICALLY
Approved bills, POs, vendors and GL coding sync into Sage Intacct
Native Sage Intacct integration
What flows between PLANERGY and Sage Intacct
A purpose built connection, not a brittle export. PLANERGY mirrors your Intacct structure so coding is right the first time.
Chart of accounts & dimensions
Departments, locations, classes, projects and your custom dimensions pull through, so every PO and bill is coded correctly at source.
Vendors
Vendor records stay aligned across both systems, with no duplicate setup and no drift.
Approved bills & AP
Matched, approved and coded invoices post to Sage Intacct AP, ready for payment in your existing process.
Purchase orders & commitments
Commitments are visible before they become actuals, so budget vs committed is always current.
Multi entity
Map purchasing and approvals to each Sage Intacct entity, with consolidated control across the group.
Budgets
Budgets from Sage Intacct drive real time checks at the point of request inside PLANERGY.
Two way alignment
Changes stay in step on a schedule that suits your close, with a clear audit of what synced and when.
Your payment workflow
PLANERGY controls and codes the spend, then hands payment to the process you already run.
Where PLANERGY fits
Between the native PO screen and an enterprise suite
| Capability | Sage Intacct native purchasing | PLANERGY for Sage Intacct | Enterprise suite (e.g. Coupa) |
|---|---|---|---|
|
Real time budget check before commitment |
Limited |
Yes, at the point of request |
Yes |
|
OCR invoice capture & three way matching |
Basic |
Built in, AI assisted |
Yes |
|
Requisition to PO approval workflows |
Rigid |
Flexible, policy based |
Yes |
|
Segregation of duties & audit trail |
Yes |
Yes |
Yes |
|
PunchOut & vendor catalogs |
No |
Yes |
Yes |
|
Time to go live |
Weeks |
Weeks |
Months to quarters |
|
Fit for a $20M to $200M finance team |
Outgrown |
Purpose built |
Over built & over priced |
"We've only had PLANERGY a few months and we're confident we're about to save $350,000 per year from analysis we picked up through accounts payable reporting."
Ross Blaikie, Chief Financial Officer
Trusted across education & non-profits, including the Boy Scouts of America
What changes for finance
Control at the front, a faster close at the back
Weeks
to go live on Sage Intacct, not quarters
Same team
handles rising invoice volume without new hires
At request
overspend is caught, before it is committed
One view
of committed spend across every entity
Questions finance teams ask
PLANERGY and Sage Intacct, answered
Does PLANERGY replace Sage Intacct?
No. Sage Intacct stays your system of record. PLANERGY sits in front of it to control purchasing and AP, then posts approved, coded transactions back into Intacct. You keep your ledger, reporting and consolidation exactly as they are.
How does the data sync with Sage Intacct?
Through a purpose built integration that mirrors your chart of accounts, dimensions and vendors. Purchase orders, commitments and approved bills flow into Intacct with the right coding already applied, so accounting is not re keying anything.
How long does implementation take?
Weeks, not the months or quarters an enterprise suite demands. PLANERGY is sized for finance teams at $20M to $200M companies, with a single point of contact through onboarding rather than a hand off between teams.
Does it handle multiple entities?
Yes. Purchasing and approvals map to each Sage Intacct entity, with consolidated control and a single view of committed spend across the group.
Where do payments happen?
PLANERGY controls, matches and codes the spend, then hands the approved bill to the payment process you already run through Sage Intacct.
We are on the native Sage Intacct PO module today. Why add PLANERGY?
The native module records purchases but offers limited control before commitment, rigid approvals and no OCR matching or PunchOut. PLANERGY adds the control layer at the front of the process while leaving Intacct to do what it does best.
Control the spend before it hits your ledger.
Book a 30-minute walkthrough tailored to your business office. We’ll show you exactly how to bring purchasing, approvals, and AP into one place.
Procurement and AP automation for finance teams. US & UK.