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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.

Xero Integration

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.

Xero And PLANERGY Integration - How It Works 1
Powerful Purchase Order Management

2

Powerful Purchase Order Management

Request, approve, and manage purchase orders efficiently in PLANERGY with no user access to Xero required.

Accounts Payable Invoice Matching Automation

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.

Xero - AP Automation

4

Authorized Invoices With Relevant Documents in Xero

Automatically generate invoices 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 process and ensure compliant purchasing.

Purchase Order Approval Workflows
Budget Control and Spend Management

Budget Control and Management

Manage expenditure against your budgets ensuring no overspends and give your purchase approvers remaining budget information to make better decisions faster.

Enforce 2 or 3 Way Matching Compliance Automatically

Match invoices against purchase orders and delivery slips to ensure accurate, fast, and effective invoice processing.

3 Way Matching Automation
Remove Paper and Excel

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.

Categorize Spend
Standalone Software

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 Software for Xero

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

Quickbooks Purchase Order Software