Powerful Purchase Order Management and Invoice Authorization For QuickBooks Desktop

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.

How It Works


Install Our QuickBooks Desktop Connector On Your Computer

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.

QuickBooks Desktop Connect


Powerful Purchase Order Management

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.


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.


Authorized Invoices With Relevant Documents in QuickBooks Desktop

Automatically generate bills in QuickBooks Desktop for all authorized invoices. Data and documents are imported but still editable by your accountant before they process the payment.

Why Use PLANERGY with QuickBooks Desktop

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 Management

Budget Control and Spend 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 Problems

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.

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 customisable reports engine puts all the data at your fingertips at the push of a button.

Leave QuickBooks to Your Accounting Team

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. If you are using QuickBooks Online see our page for our QuickBooks Online.

Spend Management and AP Automation Software for QuickBooks Online​

Fits into current workflows by seamlessly integrating with the software you use already