Powerful Purchase Order Management and Invoice Authorization For QuickBooks Online

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.

How It Works


Connect With QuickBooks Online With Just One Click

Import your QuickBooks Online data and be ready to manage your procurement processes more efficiently immediately.


Powerful Purchase Order Management

Request, approve, and manage purchase orders efficiently in Planergy with no user access to QuickBooks Online 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 Online

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.

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.

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 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.

Leave QuickBooks to Your Accounting Team

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

Spend Management and AP Automation Software for QuickBooks Online

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