Powerful Spend Management and Invoice Authorization
For Bill.com
Control, track, and report on spend easily. Approve purchase orders with real-time budget visibility to make efficient decisions. Streamline approval workflows. Automate AP with OCR and AI technology.
How It Works
1
Connect With Bill.com With Just One Click
Import your Bill.com data and be ready to manage your procurement processes more efficiently immediately.
2
Powerful Purchase Order Management
Request, approve, and manage purchase orders efficiently in Planergy.
3
Accounts Payable Invoice Matching Automation
Match invoices against the POs in Planergy to eliminate incorrect payments from fraud or manual error with full tracking of all records and relevant documents.
4
Authorized Invoices With Relevant Documents in Bill.com
Automatically generate bills in Bill.com for all authorized invoices. Data and documents are imported but still editable before you process the payment.
Why Use Planergy with Bill.com
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 Management
Manage expenditure against your budgets ensuring no overspends and give your purchase approvers remaining budget information to make better decisions faster.
Automatically Enforce 2- or 3-Way Matching Compliance
Match invoices against purchase orders and delivery slips to ensure accurate, fast, and effective invoice processing.
Centralize Your Processes and Remove Paper or Excel Based Issues
Store all your data and documents in one powerful cloud based procurement app accessible from anywhere.
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.
Spend Management and AP Automation Software for Bill.com
Fits into current workflows by seamlessly integrating with the software you use already
