Powerful Purchase Order Management and Invoice Authorization For Xero
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 Xero user count.
How It Works
1
Connect With Xero With Just One Click
Import your Xero data and be ready to manage your procurement processes more efficiently immediately.
2
Powerful Purchase Order Management
Request, approve, and manage purchase orders efficiently in PLANERGY with no user access to Xero required.
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 With Relevant Documents in Xero
Automatically generate bills in Xero for all authorized invoices. Data and documents are imported but still editable by your accountant before they process the payment.
Why Use PLANERGY with Xero
Purchase Order Management with Powerful, Customizable Approval Workflows
Control, track, manage, and report on spend efficiently from anywhere. Automate the purchasing process and ensure compliant purchasing.
Budget Control and Spend Management
Automatically Enforce 2- or 3-Way Matching Compliance
Match invoices against purchase orders and delivery notes to ensure accurate, fast, and effective invoice processing.
Centralize Your Processes and Remove Paper or Excel Based problems
Track and Categorize Spend Easily
Leave Xero to Your Accounting Team
PLANERGY keeps access separate so you only need to give access to Xero to your accountants while PLANERGY’s powerful user permissions engine allows you flexibility to control access.
About Xero
Xero is world-leading online accounting software built for small business.
Get a real-time view of your cash flow. Log in anytime, anywhere on your Mac, PC, tablet, or phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart, and occasionally magical.
Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims – from anywhere.
Get paid faster with online invoicing. Send online invoices to your customers – and get updated when they’re opened.
Reconcile in seconds. Xero imports and categorizes your latest bank transactions. Just click ok to reconcile.
Find out more or try Xero Accounting Software for free.
Spend Management and AP Automation Software for Xero
