PLANERGY Benefits

25 Procurement & Accounts Payable Problems Solved by PLANERGY

Struggling with maverick spending, delayed invoices, or poor vendor performance? Discover 25 real-world procurement and AP challenges solved by PLANERGY’s automation platform.

Spend Visibility and Budget Control

Where is the money going - and is it within budget?

PLANERGY gives complete real-time spend visibility across departments, users, and budgets. Finance leaders get live dashboards and alerts when thresholds are hit, making it easier to prevent overruns before they happen.

Still using spreadsheets to track budgets?

PLANERGY automates budget updates instantly as spend occurs. Every purchase request reflects live budget status, keeping teams accountable and aligned.

No warning before overspending happens?

Custom alerts notify approvers the moment a request exceeds policy limits – so every transaction is monitored before it becomes a problem.

Accounts Payable Automation

Invoice approvals are slow and messy?

PLANERGY automates three-way matching between POs, invoices, and goods received, flagging discrepancies in real time and speeding up the approval process.

Missing out on early payment discounts?

Faster approvals mean faster payments – and the opportunity to capture discounts and improve vendor relationships.

Cash flow forecasting feels like guesswork?

See future liabilities before they hit your balance sheet. PLANERGY provides proactive visibility into committed and forecasted spend.

Spend Control Automation

Still relying on manual purchase-to-pay workflows?

PLANERGY automates the full procure-to-pay lifecycle, from request to payment. Approvals, POs, and invoices flow without paper, delays, or errors – cutting admin time and increasing control.

Purchase orders taking days to approve?

Purchase order automation slashes cycle time by up to 70%. Requests route instantly, approvals are tracked, and POs are issued automatically.

Disconnected systems and duplicate entries?

PLANERGY integrates with QuickBooks, Xero, Sage and lots more to keep procurement and finance working from the same real-time data – eliminating silos and manual rekeying.

Remote teams causing bottlenecks?

As a cloud-based solution, PLANERGY keeps multi-site and remote teams aligned and compliant with centralized access, controls, and reporting.

See future liabilities before they hit your balance sheet. PLANERGY provides proactive visibility into committed and forecasted spend.

Compliance and Audit Readiness

Audits are a nightmare of missing documents?

PLANERGY builds a full audit trail for every transaction. Every change is logged, timestamped, and traceable – making audits stress-free.

Policy violations slipping through the cracks?

From blocked invoices to off-contract purchases, PLANERGY enforces procurement policy at every step – and alerts the right people when issues arise.

No standardized approval workflows?

Flexible approval chains adapt to departments, roles, or thresholds – ensuring every spend is reviewed by the right person at the right time.

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Vendor and Contract Management

Struggling to manage supplier data and documents?

PLANERGY centralizes everything: contacts, contracts, certifications, performance data, and payment terms – all searchable, accessible, and secure.

No insight into vendor performance?

Track vendor KPIs like delivery accuracy, responsiveness, and pricing compliance. Use real data to improve sourcing decisions and negotiations.

Missing contract renewal deadlines?

PLANERGY sends alerts for contract expirations, auto-renewals, and review cycles – so nothing is missed and terms are always favorable.

Change Management and Scalability

Employees avoid using the procurement system?

PLANERGY is intuitive by design. Guided buying makes compliance easy for casual users, while giving finance the control it needs.

Systems can’t scale as the organization grows?

PLANERGY grows with your team – whether you manage 50 users or 5,000. Add departments, locations, or vendors without disruption.

Instant Reporting and Insights

Reporting still takes hours each month?

Get live insights in seconds. PLANERGY’s customizable dashboards track spend by category, vendor, and department – making monthly reporting painless.

Procurement and finance aren’t aligned?

Everyone works from the same source of truth in PLANERGY. No more double entry, missed data, or end-of-month surprises.

Ready to Take Control of Procurement?

PLANERGY turns reactive purchasing into proactive spend management. Automate approvals, streamline AP, and get full visibility – fast.