PLANERGY by the Numbers
1,200+
Active customers
98%+
Customer retention
$8 Billion+
Annual spend processed
Enterprise Level Spend Management software for the mid-market
A unified Procure‑to‑Pay + Accounts Payable platform purpose-built for mid‑market organizations. We help organizations take back control, streamline operations, and drive profitability through smarter, automated Spend Management.
- Our Journey
In 2006 PLANERGY was born as an internal solution for a 1,600-person organization led by our CEO. At the time, purchase management was fragmented – driven by spreadsheets, email chains, and decentralized approvals that slowed everything down and led to costly mistakes.
What started as a tool to eliminate the inefficiencies of paper-based processes, spreadsheets, email approvals, and manual purchasing systems quickly evolved into a comprehensive Spend Management Platform.
By 2010, PLANERGY was launched as a commercial procure-to-pay (P2P) platform with a clear mission to help organizations increase profits through smarter spending and reduced operational overhead through automation and real-time visibility.
Today, customers use the PLANERGY Spend Management Platform to process more than $8 billion in spending a year, while achieving savings up to 10% annually.
With offices in Boston, Dublin, and Belgrade, we’re transforming how businesses spend worldwide.
- Why PLANERGY Stands Out
- Born from real-world needs – Built alongside procurement and finance teams, PLANERGY is intuitive and user-friendly—no heavy onboarding, just fast adoption.
- One platform, end-to-end – Complete Procure to Pay and AP Automation: requisitions, approvals, PO issuance, receiving, invoices, spend analysis, and vendor management in a single, secure environment.
- Real-time visibility & powerful analytics – Budget and Spending alerts, visual dashboards, and actionable trends that help identify opportunities for efficiencies, prevent overspend, and ensure compliance.
- AI-Powered Invoice Automation – PLANERGY’s proprietary intelligent invoice engine combines our AI with machine learning, and OCR to capture, match, and route invoices automatically. Built-in 2- and 3-way matching flags discrepancies in real time, streamlines approvals, and blocks duplicate or fraudulent entries – accelerating month-end close and boosting Accounts Payable efficiency.
- Built for Scale, Security, and Flexibility – PLANERGY is true cloud-native – secure, globally accessible, and built to scale across entities, currencies, and multiple locations. Its fully configurable architecture adapts to your exact workflows, no matter how complex or distributed your operations become.
Trusted by Mid-Market Leaders Across Key Industries
PLANERGY has customers in over 50 industries but it is especially popular with mid-sized organizations in Education, Assisted Living & Care Homes, Healthcare, Biotech, Non-Profit, Logistics, Hospitality, and Manufacturing; and in particular in sectors dealing with:
- High-volume, low-value purchasing
- Distributed teams across multiple locations
- Strict compliance requirements
- High volumes of vendor invoices
- Large Accounts Payable teams
Full Visibility and Control for Finance and Operations
PLANERGY gives Finance and Operations teams the automation, compliance, and spend analytics they need to take full control. With real-time visibility into every purchase, automated policy enforcement, and powerful reporting, PLANERGY turns fragmented spend into strategic insight.
Proven ROI Backed by Independent Research
PLANERGY delivers measurable return on investment by automating and optimizing every step of the procurement and AP process. Independent research from The Hackett Group, ACPQ, and other leading analysts confirms that platforms like PLANERGY drive:
- 30–50% reduction in month-end close time through real-time data and automated reconciliation
- 10.7× ROI through end-to-end P2P process automation
- 21% lower labor costs by reducing manual intervention in purchasing and approvals
- 64% lower Purchase Order processing costs, cutting the average cost by 70%
- 60% faster invoice-to-payment cycles, accelerating processing from 10 days to just 4
PLANERGY transforms fragmented, manual processes into a centralized, intelligent workflow—helping organizations cut costs, increase agility, and close the books faster with greater accuracy.
Testimonials For Our Software
An easy, straightforward PO system that is reachable from the cloud.
It gives us bigger control over spending.
Adrian Bartels
General Manager, Cliff House Hotel
PLANERGY suited us perfectly. It has allowed us to implement a PO system simply and easily at very reasonable cost.
James Winter
Head of Finance, Paysend
I would recommend PLANERGY. It will result in a step change in both efficiency and compliance.
Morgan Hart
Project Lead, Chwarae Teg
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.
Cristian Maradiaga
Procurement Manager, King Ocean Services
PLANERGY has 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
PLANERGY has been like adding an extra member to our team without the associated costs. The system is intuitive,
scalable, and incredibly efficient. It’s a game-changer for our Trust.
Marwa Sadek
CFO, Bellevue Place Education Trust
PLANERGY Vision Statement
PLANERGY’s vision is to make smart, controlled spending the standard in every organization. We empower finance teams to lead with insight, improve compliance, and drive savings, while making it easy for everyone to spend with clarity and accountability.
PLANERGY Mission Statement
PLANERGY is on a mission to give finance teams real-time visibility and control over budgets and organizational spending. We prevent overspending and invoice errors, while making it easy for every team member to follow the right process and stay on budget.
PLANERGY Core Values
- Customer Commitment: We obsess over delivering measurable value, not just features. We build strong, long-term partnerships by staying responsive, proactive, and focused on real results. When our customers succeed, we succeed.
- Value Our Reputation: Our reputation is earned with every decision, every interaction, and every outcome. We act with integrity and never take trust for granted.
- Make It Simple: Complexity slows people down. We eliminate confusion with clear processes and straightforward communication – so teams can move faster, with confidence.
- Excellence Through Continuous Improvement: We’re committed to constant learning from our customers. Every deployment, user interaction, and challenge drives us to refine how we build, support, and deliver value.
Join the Spend Revolution
PLANERGY doesn’t just save money—it frees teams to focus on strategy, not administration. Clients like King Ocean see real-world wins—such as $10,000/month saved on recurring expenses
Centralized procurement, automated AP, and actionable spend insights—PLANERGY, where every dollar works harder.
Ready for smarter spend?
Book a live demo and discover how quickly PLANERGY integrates with your ERP, deploys to your teams, and drives impact—within days, not months.