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Compliance management software to automate compliance in your procure-to-pay process

Managing compliance activities in an organization that may be trading in multiple regions or countries can be difficult. PLANERGY is flexible to cover the variations across a large company and help enforce internal policy compliance and regulatory compliance in the Procure-to-Pay process automatically. You can take a hands off approach knowing the system is enforcing compliance and tracking every action for easy reviews.

How can we ensure financial compliance?

How can we ensure compliance for internal or external audits?

How can we ensure compliance with data management policies?

Financial Compliance Automatically Managed

Restrictive budgets for departments, projects, and individuals ensures there cannot be an overspend without the required sign off. Powerful approval workflows automates the requirement for correct approval before every order can be sent. With our three-way matching protocol, purchase orders, order receipts, and invoices are aligned automatically, ensuring contract compliance requirements are met. Every action an individual carries out and everything that happens in the procure-to-pay life-cycle of a purchase is fully tracked. Take the headache out of internal and external audits automatically.

Greater Visibility and Oversight

With PLANERGY, see how purchases will impact the budget before you approve them. Full audit trails ensure audit management related to procurement is automated. Purchasing compliance becomes far easier when you can see how your organisation is performing overall, as well as how regions, departments, and users are contributing to the big picture.

Boy Scouts of America
"We evaluated several products to help us cut back on paperwork and process purchase orders faster. PLANERGY is so convenient—we save an immense amount of money and time because we have virtually eliminated printing and we approve purchase orders real-time."
Brian Hall, Business Manager
Boy Scouts of America

Standardized and Automated Approval Process

Governance, Risk Management, and Compliance (GRC) friendly features ensure compliance processes are automatically enforced. Automated purchase approval workflows, 3-way matching, and invoice authorization. Say goodbye to the days of calling the main office multiple times for an approval or chasing down email trails. We’ll work with you to design a realistic approvals workflow no matter how complicated. With a pre-set workflow and customized spend limits, your approvals process will be standardized virtually overnight.

Document Storage and Data Management Compliance Software

Celebrate finally moving all of that paperwork to the cloud. All of your procurement and AP documents are stored and organised on our secure servers rather than in cumbersome storage files or on your team’s desktops. Powerful granular access restrictions at the individual level ensure only the correct people can access data. Ensure your data management and document management policies are implemented and enforce compliance tracking to always have fully auditable compliant data management.

Data Security Is A Given with PLANERGY

Prevent data breaches with PLANERGY your data security is a given. Count on us and our decades of experience in the SaaS sector handling the procure-to-pay information of clients around the world. We take securitization seriously and integrate with the leading single sign on providers to ensure secure connections at all times to our procurement management solution.

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