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. All without increasing your QuickBooks user count.Book A Demo
Import your QuickBooks Online data and be ready to manage your procurement processes more efficiently immediately.
Request, approve, and manage purchase orders efficiently in PLANERGY with no user access to QuickBooks Online 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 Online for all authorized 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.
Store all your data and documents in one powerful cloud based procurement app accessible from anywhere.
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.
PLANERGY keeps 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.
Fits into current workflows by seamlessly integrating with the software you use alreadyBook A Demo