Take control of every dollar your school spends.
PLANERGY gives your business office one place to manage purchasing, approvals, and accounts payable — with real-time budget visibility and no more approval bottlenecks.
Trusted by 1,200+ organizations — including schools and non-profits. 98% are still customers today.
End-to-End Encryption
Integrates with QuickBooks, Sage Intacct & Xero
Live in days, team trained in hours
The reality for school business offices
Spreadsheets and paper POs weren't built for a growing school.
Approvals stuck in inboxes
Teachers and department heads request supplies by email. Approvals get lost, orders stall, and no one can see what's been committed against the budget.
Budgets blown before you know it
Department spend only surfaces when invoices arrive. By then it's too late to course-correct — and the board wants answers.
AP buried in manual data entry
Matching invoices to POs by hand invites duplicate payments, missed early-pay discounts, and a finance team drowning in paper.
One platform, full visibility
Everything your business office needs to manage spend.
Real-time budget visibility
Every approver sees committed and remaining budget at the moment they approve — by department, grade, fund, or grant. Decisions are made with the numbers in front of them, not after the fact.
No more approval bottlenecks
Requests route automatically to the right approver and can be cleared from any device. Nothing sits in an inbox, and orders never stall waiting on one person.
80% faster invoice processing
AI captures invoices and auto-matches them to POs and receipts — cutting the time your team spends on invoices by up to 80% and ending duplicate payments and manual data entry.
Spend analysis that saves up to 10%
See exactly where the money goes, consolidate vendors, and catch waste. Schools use PLANERGY's spend analysis to cut up to 10% from total spend — and to walk into board meetings and audits with the data ready.
PunchOut to vendors you use
Order from Amazon Business, Staples, Grainger and 30+ catalogs without leaving your approved workflow.
Syncs with your accounting
Two-way integration with QuickBooks, Sage Intacct, Xero and more — no double entry, no reconciliation headaches.
Real-time
budget visibility on every approval
80%
less time on invoice processing
Up to 10%
of total spend saved with spend analysis
Zero
approval bottlenecks
Up and running fast
From paper to full control in three steps.
1
Map your approvals
We configure your departments, budgets, funds, and approval chains to match how your school actually works.
2
Connect your accounting
Plug PLANERGY into QuickBooks, Sage Intacct, or Xero. Your team is trained in hours, not weeks.
3
See and control spend
Staff request, you approve, finance pays — all in one place, with full visibility from request to payment.
Why customers love PLANERGY
"We've only had PLANERGY a few months and we're confident we're about to save $350,000 per year from analysis we picked up through accounts payable reporting."
Ross Blaikie, Chief Financial Officer
Trusted across education & non-profits, including the Boy Scouts of America
Works with your stack
No rip-and-replace. PLANERGY fits what you already use.
Questions, answered
What business officers ask us first.
Is PLANERGY a fit for a single school, not a district?
Yes. PLANERGY works for individual private and independent schools as well as multi-campus groups. It scales with you — start with one campus and add more without new IT resources.
Will it work with our accounting software?
PLANERGY integrates two-way with QuickBooks (Online & Desktop), Sage Intacct, Sage 200, Xero, Bill.com and more, so approved purchases and invoices flow straight into your ledger — no double entry.
How long does implementation take?
Most schools are live in days, not months. There’s no hardware to install, and your team is typically trained in a few hours.
Can we control spend by department, grade, or grant?
Absolutely. Set budgets and approval rules by department, fund, grant, or location, and track committed versus actual spend in real time against each.
How does it help at audit time?
Every request, approval, receipt, and payment is captured in one auditable trail. Pull board- and audit-ready reports in a click instead of rebuilding the story from spreadsheets.
See PLANERGY working for your school.
Book a 30-minute walkthrough tailored to your business office. We’ll show you exactly how to bring purchasing, approvals, and AP into one place.
- A demo built around your school's workflows
- Straight answers on integrations & pricing
- No pressure, no obligation
Or call 800 737 5605
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