Procure-to-Pay Software that Integrates with Your Existing ERP Software
Manage company spend easily. Approve purchase orders with real-time budget visibility to make efficient decisions. Streamline approval workflows with cloud access to approve across locations or outside the office. All while linking to your existing ERP software.
How It Works
1
Speak with our Integrations Team
If you don’t see your ERP software listed in our integrations, we have custom integration options – including API integration or custom exports. Our integration experts will work with you to identify the best integration solution to get PLANERGY and your ERP software working together.
2
Powerful Purchase Order Management
Decide on the touch points between the systems – POs, invoices, suppliers, etc. Request, approve, and manage purchase orders efficiently from anywhere on any device in PLANERGY’s cloud app with no user access to your ERP software required.
3
Accounts Payable Invoice Matching Automation
Match invoices against the POs and delivery notes in PLANERGY or in your ERP based on your preference to eliminate incorrect payments from fraud or manual error with full tracking of all records and relevant documents available from anywhere.
4
Authorized Invoices in Your ERP Software
Depending on your workflow requirements post authorized POs (if not using PLANERGY’s AP) or authorized invoices directly to your ERP software with all the relevant information. Data is imported smoothly to save time and effort while ensuring accuracy.
Why Use PLANERGY with Your ERP Software
Purchase Order Management with Powerful, Customizable Approval Workflows
Control, track, manage, and report on spend efficiently from anywhere. Automate the process and ensure compliant purchasing.
Budget Control and Spend Management
Automatically Enforce 2- or 3-Way Matching Compliance
Match invoices against purchase orders and delivery slips to ensure accurate, fast, and effective invoice processing. Only authorized invoices go to your ERP.
Centralize Your Processes and Remove Paper or Excel Based Problems
Store all your data and documents in one powerful cloud based procurement app accessible from anywhere. Remove the opportunity for manual errors and lost data tripping you up.
Track and Categorize Spend Easily
GL Code, projects, departments, user, supplier, and even optional custom fields give you all the information you need. Our powerful filterable, exportable, and customizable reports engine puts all the data at your fingertips at the push of a button.
Reduce Your ERP Headcount and Save
User licenses in ERPs are expensive and most people involved with procurement don’t need access. Cut your costs and improve your workflows with PLANERGY. PLANERGY’s powerful user permissions engine allows you flexibility to control access for everyone involved in the procurement process while restricting access to your ERP to just those that need it.
Spend Management and AP Automation Software for Your ERP Software
Fits into current workflows by seamlessly integrating with the software you use already
