Automate Your
Accounts Payable.
Control Your Spend. Accelerate Your Growth.

Accounts Payable (AP) Automation software digitizes and automates the entire invoice and payment process within an organization.

Instead of relying on manual data entry, spreadsheets, and paper documents, AP automation captures, matches, routes, and processes supplier invoices electronically.

How It Works:

• Invoice Capture: Invoices are automatically captured from email, supplier portals, or uploads and digitized using OCR and AI.

• Matching and Validation: Invoices are matched against purchase orders and receipts (2-way, 3-way, or 4-way matching) to verify accuracy.

• Approval Routing: Valid invoices are routed through customizable approval workflows.

• Real-Time Tracking: Full visibility into every stage, from receipt to payment, ensuring accountability and faster processing.

By automating and simplifying accounts payable, PLANERGY helps organizations reduce processing time, prevent fraud, and improve cash flow management.

Using PLANERGY’s AP Automation software delivers measurable benefits that transform your finance operations:

• Increased Efficiency: Automating invoice capture, approval routing, and payment processes reduces manual tasks and reduces the need for AP staff.

• Improved Accuracy: Built-in validations and real-time data matching minimize errors and prevent costly mistakes.

• Faster Invoice Approvals: Custom workflows route invoices to the right approvers, reducing bottlenecks and avoiding late payments.

• Enhanced Visibility and Control: Real-time dashboards track invoice statuses, approvals, and exceptions.

• Better Cash Flow Management: Capture early payment discounts and gain better forecasting with complete insight into outstanding liabilities.

• Reduced Fraud Risk: Automated matching and audit trails help prevent duplicate or fraudulent invoices from being paid.

• Policy Compliance: Enforce approval workflows, budget controls, and tax compliance automatically.

PLANERGY’s AP Automation helps your organization saves time, reduce errors, and ensures that every payment supports your financial goals.

PLANERGY’s AP Automation software streamlines and accelerates your AP process by automating manual tasks, improving visibility, and enhancing control. Here’s how:

• Automated Invoice Capture: Invoices from any source are captured and digitized automatically — no manual entry required.

• Smart Matching: Invoices are automatically matched against POs, and receipts, flagging discrepancies before approval.

• Custom Approval Workflows: Plan, route, and approve invoices based on role, value, GL codes, or project.

• Real-Time Status Updates: Track invoices from submission to payment ready in real time, with complete transparency across departments.

• Seamless Integration: Invoices flow directly into your ERP or accounting system once approved, ensuring accurate, timely payments.

By automating and centralizing your organization’s Accounts Payable, PLANERGY helps you cut processing times, reduce risks, and gain tighter control over cash flow.

Yes, you can fully customize invoice approval workflows in PLANERGY to fit your organization’s unique needs.

Customization Features Include:

• Role-Based Approvals: Route approvals based on job roles, departments, or management hierarchy.

• Spending Thresholds: Configure multi-tiered approvals based on invoice amounts.

• Approval by GL Codes: Send invoices to approvers responsible for specific budget categories or projects.

• Department-Specific Rules: Create approval paths tailored to different teams or business units.

• Flexible Workflow Structures: Design sequential, parallel, or conditional approval workflows.

• Integration with Budgets: Automatically validate approvals against real-time budget data.

• Dynamic Notifications: Keep stakeholders informed with alerts and reminders at every stage.

With PLANERGY, you control every aspect of the AP workflow — ensuring faster approvals, policy compliance, and financial accountability.

PLANERGY is designed to help organizations stay compliant automatically and effortlessly. Here’s how:

• Custom Policy Enforcement: Define rules for invoice approvals, spending thresholds, vendor selection, and document attachments.

• Approval Workflows: Build structured, auditable workflows that align with your internal controls and regulatory obligations.

• Audit-Ready Records: Every invoice, approval, and payment is digitally tracked with time-stamped audit trails.

• Regulatory Alignment: PLANERGY supports compliance with SOX, GDPR, HIPAA, and other standards through role-based access, secure records, and transparent workflows.

• Document Controls: Attach contracts, certifications, or compliance documents directly to invoices for easy reference during audits.

With PLANERGY’s built-in compliance features, you maintain full financial governance and easily demonstrate accountability during audits.

Yes! PLANERGY’s AP Automation software integrates seamlessly with leading ERP and accounting systems, including:

PLANERGY integrates seamlessly with a wide range of accounting and ERP systems, enhancing your procurement and financial workflows. Key integrations include:

• Sage Intacct: Enhance your financial operations by linking PLANERGY with Sage Intacct for real-time data synchronization.

• QuickBooks Online: Synchronize purchase orders and invoices directly with QuickBooks Online for streamlined financial management.

• QuickBooks Desktop: Synchronize purchase orders and invoices directly with QuickBooks desktop for streamlined financial management.

• Xero: Connect with Xero to ensure accurate and up-to-date financial data across platforms.

• Exact: Ensure efficient procurement and financial data management by integrating with Exact.

• Sage 50: Integrate with Sage 50 to automate procurement processes and maintain consistency in your financial records.

• Sage 200: Integrate with Sage systems to automate procurement processes and maintain consistency in financial records.

• Bill.com: Facilitate seamless accounts payable workflows by integrating with Bill.com.

• Twinfield: Connect with Twinfield to streamline your accounting processes and improve data accuracy.

• Custom Integrations: For systems without direct integrations, PLANERGY offers custom integration options, including API integrations and customized CSV exports, to ensure compatibility with your existing software infrastructure.

By integrating PLANERGY into your existing financial stack, you eliminate manual data entry, synchronize records automatically, and gain a seamless procure-to-pay experience.

At PLANERGY, security is a top priority. Here’s how we protect your financial and supplier data:

• End-to-End Encryption: All data is encrypted both at rest and in transit using industry-standard protocols.

• Smart Access Controls: Role-based permissions ensure only authorized users can view, edit, or approve sensitive information.

• Built-In Compliance: PLANERGY meets GDPR, SOC 2, and other data privacy and financial governance standards.

• Ongoing Security Monitoring: We conduct regular audits and vulnerability testing to keep your data safe.

• Audit Trails and Logs: Every action is recorded, giving you complete transparency and accountability.

With PLANERGY, your data stays secure, private, and fully under your control.

Implementation timelines depends on the size of your organization and the complexity of your specific requirements.

On average, implementation takes between 3 and 8 weeks, depending on the scale and complexity of the implementation requirements.

We build a custom implementation roadmap to reflect the size of your business and requirements and how motived you are to go live.

PLANERGY’s team works closely with you throughout the process to ensure a seamless smooth deployment, typically organized into the following stages.

• Needs Discovery: Assessing your needs, goals, and existing workflows to tailor the PLANERGY solution to your organizational needs.

• Configuration, Integration and Implementation: Customizing PLANERGY to align with your workflows and processes for optimal performance. Seamless integration with your accounting or ERP systems for accurate data synchronization.

• Team Training: Conducting training sessions to empower your team to use the software effectively.

• Go-Live and Support: Launching the system with ongoing assistance to ensure smooth change management.

Our team works closely with you at every step to ensure a smooth, efficient deployment and a fast ROI.

PLANERGY offers comprehensive support and training to ensure your team can effectively use its purchase requisition software. Key offerings include:

1. Onboarding and Training:

   • Personalized onboarding sessions tailored to your organization’s workflows.

   • Hands-on training to help your team quickly get up to speed.

2. Ongoing Support:

   • Dedicated support team is available via email, phone, and screen-sharing for help with any questions or issues.

   • Proactive guidance to help you adapt the software as your needs evolve.

3. Resource Library:

   • Access to an extensive library of user guides, video tutorials, FAQs, and best practices to maximize the software’s value.

4. Customer Success Team:

   • A dedicated customer success team focused on your success, offering strategic advice to help you achieve long-term success with PLANERGY.

5. Regular Updates and Enhancements:

   • Continuous improvements to the software with ongoing updates and new features based on customer feedback.

These resources ensure a seamless implementation and provide your organization with the tools and expertise to optimize your purchase requisition process.

Our goal is to make sure PLANERGY not only meets your current needs but evolves with your organization over time.