Control, track, and report on spend easily. Approve purchase orders with real-time budget visibility to make efficient decisions. Streamline approval workflows with cloud access to approve across locations or outside the office. Automate AP with OCR and AI technology. All without increasing your QuickBooks Desktop user count.Book A Demo
The QuickBooks Desktop Connector installs on your computer to allow PLANERGY send information related to your invoices directly to QuickBooks Desktop as bills ready to be paid.
Request, approve, and manage purchase orders efficiently from anywhere on any device in PLANERGY's cloud app with no user access to QuickBooks Desktop required.
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.
Automatically generate bills in QuickBooks Desktop for all authorised invoices. Data and documents are imported but still editable by your accountant before they process the payment.
Control, track, manage, and report on spend efficiently from anywhere. Automate the process and ensure compliant purchasing.
Manage expenditure against your budgets ensuring no overspends and give your purchase approvers remaining budget information to make better decisions faster.
Match invoices against purchase orders and delivery slips to ensure accurate, fast, and effective invoice processing. Only authorised invoices go to QuickBooks Desktop for payment.
Store all your data and documents in one powerful cloud based procurement app accessible from anywhere. Remove the opportunity for manual errors and lost data tripping you up.
GL Code, projects, departments, user, supplier, and even optional custom fields give you all the information you need. Our powerful filterable, exportable, and customisable reports engine puts all the data at your fingertips at the push of a button.
PLANERGY is compatible with all modern versions of QuickBooks Desktop including QuickBooks Enterprise Solutions, QuickBooks Premier, QuickBooks Pro, Canadian editions of Quickbooks, and UK editions of Quickbooks. Keep access separate so you only need to give access to QuickBooks to your accountants while PLANERGY’s powerful user permissions engine allows you flexibility to control access. If you are using QuickBooks Online see our page for our QuickBooks Online integration.
Fits into current workflows by seamlessly integrating with the software you use alreadyBook A Demo