Powerful Purchase Order Management and Invoice Authorization
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. Receive notifications and communications directly in Microsoft Teams.
How It Works
1
Connect PLANERGY To Your Microsoft Teams account
Each user can decide how they prefer to receive notifications and communications from PLANERGY. With in-app, email, or Microsoft Teams messages per notification type.
2
Powerful Purchase Order Management
Request, approve, and manage purchase orders efficiently in PLANERGY with updates and approval requests received directly in Microsoft Teams.
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 In Your Accounting Software
Post authorized invoices to your accounting software with all the relevant information. Data is imported ready to be processed for payment in your next payment run.
Why Use PLANERGY with QuickBooks Online
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. With updates and approval options directly available in Microsoft Teams.
Budget Control and Spend Management
Automatically Enforce 2- or 3-Way Matching Compliance
Centralize Your Processes and Remove Paper or Excel Based Problems
Track and Categorize Spend Easily
Receive Updates In Microsoft Teams To Keep You Up To Date
PLANERGY is a powerful cloud purchase management solution fully compatible with a large range of tools including Microsoft to better manage communications with your team.
Custom integration? We’ve got you covered!
Fits into current workflows by seamlessly integrating with the software you use already
