Non-Profit

Procure-To-Pay for Non-Profit Organizations

PLANERGY enables your non-profit to maximize every dollar with full transparency and control. Automate purchasing, track grant spending, and ensure compliance while reducing costs.  

 Strengthen donor trust, streamline vendor management, and drive greater social impact with smarter spend management.

Non-Profit

Non-Profit Challenges

The non-profit encounters several challenges in the procure-to-pay (P2P) process due to budget constraints, decentralized operations, and regulatory requirements.

Key challenges include:

Limited funding and tight budgets demand strict control over spending to ensure resources are allocated effectively.

Multiple departments, campuses, or schools often make independent purchasing decisions, leading to inefficiencies, duplicate spending, and lack of visibility

Lengthy approval processes can slow down procurement, impacting the timely delivery of critical resources for students and staff.

Adherence to strict public sector procurement policies and grant regulations adds complexity and administrative burden.

Limited funding and tight budgets demand strict control over spending to ensure resources are allocated effectively.

Reliance on paper-based or outdated systems for requisitions, approvals, and invoice processing increases errors and reduces efficiency.

Difficulty in consolidating spend data across departments or campuses hinders effective reporting, auditing, and strategic decision-making.

Addressing these challenges requires automation, centralized control, and enhanced visibility to optimize procurement, ensure compliance, and maximize the impact of limited non-profit resources.

Grant Tracking in Real-Time

PLANERGY ensures accurate, real-time grant tracking by giving nonprofits full visibility into how funds are allocated and spent. 

With PLANERGY, nonprofits can maximize grant impact, stay compliant, and simplify financial reporting—all in real time.  

Financial Accountability
Attracts More Donors

True Financial Visibility

Get real-time data on  spending and budgets across your whole organization, ensuring full transparency, accountability, and smarter finance-based decision-making.

Simplify Compliance & Stay Audit-Ready

Ensure financial compliance with automated approval workflows, real-time budget tracking, and audit-ready records.

Maintain spending policies and track grant allocations, to meet regulatory requirements and reduce risk. 

Decentralized Buying, Centralized Control

Enable teams to make independent purchasing decisions within preset budgets and approval workflows, while you maintain centralized management, visibility & reporting. 

Real-Time Budget Aware Approvals

Ensure every purchase stays within budget with real-time tracking and automated approvals. 

Prevent overspending with preset limits and workflows, while centralized reporting ensures accountability and audit readiness. 

Real-Time, Audit-Ready Logs Provide Full Transparency and Compliance

With PLANERGY, nonprofits can streamline audits, reduce compliance risks, and confidently report on spending—all while maintaining full financial transparency. 

Customizable Purchase Approval Workflows

PLANERGY allows nonprofits to customize purchasing workflows to fit their unique needs, ensuring efficiency, compliance, and accountability. 

With PLANERGY, nonprofits can streamline purchasing, reduce manual errors, and ensure every dollar is spent responsibly.

Non-Profit Case Studies

Explore these case studies to gain insights into successful strategies, challenges tackled, and key takeaways in advancing impactful, mission-driven non-profit initiatives.

Boy Scouts Case Study
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PLANERGY’s 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

Boy Scouts of America Streamlines Procurement with PLANERGY

The Boy Scouts of America transformed their purchasing process with PLANERGY, replacing an inefficient paper-based system with a streamlined digital solution.

By centralizing procurement, they improved budget control, compliance, and authorization workflows across multiple locations.  

PLANERGY enables real-time tracking, eliminates manual paperwork, and ensures better visibility and accountability in their purchasing.  

 Processing 10,000+ purchases a year, reducing errors, enhancing efficiency, and ensuring spending stayed within budget. 

Salvation Army Case Study
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PLANERGY helped us “remove a lot of red tape” and provides complete visibility and control over spending.

Dean Erikson, Director of Business,
The Salvation Army Edmonton

Salvation Army Edmonton Boosts Efficiency with PLANERGY

The Salvation Army Edmonton Centre of Hope transformed its procurement with PLANERGY, replacing outdated paper-based processes with a streamlined, digital system.  

This shift enhanced budget control, compliance, and efficiency, ensuring real-time reporting and clear accountability 

 As they put it, PLANERGY helped them “remove a lot of red tape” and provided complete visibility and control over spending. 

Top organizations trust us, You can too.
What Our Non-Profit Customers Are Saying

PLANERGY has a high approval rating amongst our councils, everyone is trying to make sure they are pinching every penny.

I think PLANERGY Spend Management is a wise investment.

Thank you for all you guys do.

Don Day

Fiscal Management Team Leader, Boy Scouts of America

We needed to transition our paper PO system to digital to be able to better manage our budgeting and spending.

PLANERGY is fantastic Procure-to-Pay software, and we love their support.

Nancy Moglinicki

Controller, St. John Vianney School

I would recommend PLANERGY to any non-profit, because it can be customized to work with whatever historic procuring process you have.

PLANERGY is a big step change in both efficiency and compliance.

Morgan Hart

Project Partner, Chwarae Teg

PLANERGY completely recalibrated our spending and improved our spending habits. Before PLANERGY, we had paper-based approvals through the mail, which was slow and impossible to report on accurately.

PLANERGY’s real-time reporting and insights helps enormously with compliance.

Dean Erikson

Director of Business, The Salvation Army

One of the biggest benefits of using PLANERGY has definitely been the return on investment, it pays for itself in a few months every year and saves us having to hire additional finance staff.

The overall implementation process, from start to finish, and user adoption was super-easy .

Using PLANERGY is a no-brainer.

Jorge Herrera

Administrator, Arecibo Observatory

Better Spend Management

Find out how PLANERGY’s Procure-To-Pay platform can revolutionize your organization’s Spend Management. Schedule a short demo to find out more.

Book a personalized demo to see the PLANERGY procure-to-pay platform for yourself.