Planergy Key Features
Planergy gives you all the features you need to manage your purchasing and spend with ease.
Built for Procurement, Operations, and Finance teams, Planergy is powerful, flexible and super-customizable.
And users love Planergy because it’s intuitive and works great.
Streamline the Procure-To-Pay Process
Purchase Request
- All your requests in one place
- Easy request tracking with clear status updates
- Automated approval workflows
- Guided buying and ecommerce experience
- Easy to use for all your staff
Approval Workflows
- Customizable approval workflow
- Workflows by location, department, project, and more
- Automated routing and powerful out of office delegation
- Mobile approvals
- Smart notifications (Email, App, MS Teams and Slack)
Budget Management
- Budget for locations, departments, projects, jobs, more
- Automatic budget limits and notifications
- Real-time budget visibility for better decision making
- Real-time actual spend vs budget reports
- Easy bulk upload and management
Purchase Order
- Track every purchase with clear status updates
- Instant conversion of approved Requests into Orders
- PO exports with powerful filters
- Internal and supplier comments and attachments
- Order revision and full audit trails
Accounts Payable
- Automatic invoice processing and matching with AI
- 2- or 3-way match Purchase Order, Receipt, and Invoice
- Discrepancy tracking and reporting
- Supplier invoice tolerance rates
- AP reports for committed spend, received not invoiced (GRNI), and more
Reporting
- Real-time data at your fingertips
- Powerful and filterable ready to use BI reports
- Custom report creation and custom dashboards
- Full audit trails for easier audits
- Spend analysis insights for real savings
Vendor Management
- Manage approved suppliers list and contact information
- Guided buying to your preferred vendors
- Supplier communication management
- Electronic catalog integration and management
- Supplier performance reporting
User Management
- Granular user access and permissions control
- Multi-organization, multi-currency, and multi-location
- Single Sign-On with Azure AD, Okta, Onelogin, and more.
- 2-factor authentication
- The easiest to use software with the best support
Integration
- Automated API and custom integration options
- Single source of truth methodology with scheduled automatic imports and exports
- Integrate any major accounting software or ERP – QuickBooks, Xero, NetSuite, etc.
- Notification integrations with Slack and MS Teams
- Amazon Business and supplier electronic catalog integrations
Inventory & Asset
- Warehouse management
- Stock tracking with low stock notifications
- Good receipts for the warehouse
- Stock requests and approvals
- Stock transfers
One platform to control and manage 100% of your company’s purchasing & payments
Trusted by the leading finance & operations teams across the world
