Purchasing and Invoice Automation, Built for Schools and Trusts
Cut finance admin, see exactly what every schools spending, and keep budgets under control.
“PLANERGY is a no-brainer. Don't even look anywhere else, it just works brilliantly."
Rijk van der Merwe, Commercial Director, The White Horse Federation
"We process invoices six time faster with PLANERGY."
Marwa Sadek, CFO, Bellevue Place Education Trust (BPET)
THE REALITY IN SCHOOLS
Finance Teams Are Doing Too Much, With Too Little
Across primary schools and Trusts, the same problems keep showing up:
THE RISKS
Lack of Visibility Leads to Loss of Control
When spend is not visible in real time, small problems compound quickly.
THE SOLUTION
Purchasing and Invoice Automation, Together in One Platform
PLANERGY connects purchasing and invoicing processing into one simple, intuitive system.
Over 90% invoice data capture accuracy
Line-item level invoice recognition
Automated 2-way and 3-way matching
45+ PunchOut supplier integrations
WHAT THIS LOOKS LIKE IN PRACTICE
From Request to Payment, Fully Controlled
Across primary schools and Trusts, the same problems keep showing up.
BUILT FOR SCHOOLS LIKE YOURS
Designed for Primary Schools and MATs
PLANERGY is already used by schools and Trusts across the UK. Here is what makes it different.
This is not adding control. It is about removing friction at scale.
CAPH PARTNERSHIP
Proud to Support CAPH Schools
We are delighted to sponsor the Cornwall Asscociation of Primary Headteachers. We understand the pressures facing primary schools across Cornwall, and the need to balance financial control with the realities of running a school. PLANERGY is designed to support exactly that.
Lead Sponsor - CAPH 2026
BENEFITS FOR YOU SCHOOL
What Changes with PLANERGY
Finance teams process invoices significantly faster
Up to 80% reduction in manual invoice processing time
Budget holder make faster, better-informed decisions
Full visibility across all school spend and commitments
Reduced maverick spend through pre-approval workflows
Scales easily as your school or Trust grows
See How Much Time and Cost Your School Could Save
We will show you exactly where you can save time, reduce admin, and gain visibility across your school or Trust
Where time is being lost today
Where costs are creeping in
What this would look like in your school
Quick to review, No pressure, Just clear answers
HOW IT WORKS
Getting Started Is Simple
Book a Short Call 15 minutes, no obligation
We Map Your Process Understand where time and money are going
See PLANERGY in Action Tailored to how your school works
You Decide Typically go live in weeks, not months
No disruption, No heavy implementation
How Schools Are Gaining Control of Spend Without Adding Work
A practical guide for primary schools and Trusts looking to simplify purchasing and invoice processing
TRUST & CREDIBILITY
Trusted by Schools Across the UK
18+ years supporting organisations like yours
Secure, cloud-based platform
Over 90% invoice recognition
