Features

Procure-to-Pay Platform Features Overview

PLANERGY’s Procure-to-Pay platform brings purchasing, invoicing, and payments together in one streamlined workflow.

It boosts efficiency, enhances spend visibility, and reduces manual errors across the entire procurement lifecycle—helping finance and procurement teams work smarter and stay in control.

Book a Demo
Explore Platform

Purchasing Features

Simplify and accelerate your procurement process with robust purchasing features designed for control and efficiency.

Ensure policy compliance, reduce maverick spending, and gain full visibility into every purchase.

Purchase Requests

Standardize and optimize the purchasing process from request to payment.

  • Create and Manage Requests From Any Device
  • Real-Time Budget Visibility
  • Status Updates
  • Notifications and Chat
  • Manage Your Shopping Cart with PLANERGY CheckOut
  • Online Shopping With PunchOut Catalogs

Approval Workflows

Shorten cycle times between requesters and approvers with automated approval workflows. 

  • Unlimited Approval Workflows
  • In-App Alerts and Collaborations
  • Budget Aware Approvals
  • Approver Delegation
  • Approve on Mobile

Budget Management

Enable your team with real-time spend-vs-budget insights, to make better purchasing decisions.  

Give the right people access to specific budget categories and spend information.  

  • Real-Time Budget Tracking
  • Unlimited Budget Categories
  • Savings Alerts
  • Spend vs Budget Tracking
  • Audit Trails

Receiving

Streamline the receiving process and easily verify the delivery of goods and services. 

  • Verify Delivery of Goods and Services
  • Capture Documents and Images
  • Real-Time Updates
  • Supplier Communication
  • 2 & 3-way Matching

Purchase Order Management

Proper tracking and approval of every purchase while staying in budget and a full audit trail for your Accounts Payable team.

  • Easily Create and Manage Purchase Orders
  • Access Purchase Orders on Mobile or Any Device
  • PO Email Automation
  • Automate Purchasing via PunchOuts and PLANERGY CheckOut
  • Create Blanket Purchase Orders

Reporting & Analytics

Real-Time Spend Visibility. Track spending as it happens across departments, suppliers, and projects. 

PLANERGY delivers up-to-the-minute insights to support faster, data-driven decisions and tighter budget control. 

  • Orders by Vendor
  • Orders by User
  • Orders by Department
  • Cost Savings Alerts

Mobile App

Control and track spending wherever you are, and whenever, and however purchasing takes place. 

  • Request
  • Approve
  • Receive
  • Procure
  • Expenses

PunchOuts ​

PunchOut catalogs Integration with all your preferred vendors, to streamline the way you purchase from them. 

  • Amazon Business
  • Staples
  • Grainger
  • Lyreco
  • Office Depot
  • Henry Schein
  • Airgas
  • ESPO
  • CDW
  • and Many Others
  • View all PunchOuts

Integrations ​

PLANERGY seamlessly integrates with your accounting or ERP software, giving you consolidated financial data. 

  • Sage Intacct
  • Sage 200
  • QuickBooks
  • Xero
  • Business Central
  • Platform API
  • View all Integrations

Accounts Payable  & Invoice Processing Features

Streamline your accounts payable process with powerful invoice processing features that ensure accuracy, compliance, and timely payments.

AI-Powered Invoice Capture

PLANERGY’s AI-driven invoice capture engine validates data from invoices.

It intelligently recognizes key fields to identify unexpected values, automatically highlights them for review, reducing manual data entry and errors.

3-Way Matching

Matches the invoice, purchase order (PO), and goods receipt to validate that the invoice is legitimate and accurate before payment is approved.

Duplicate Invoice Detection

Identifies and flags duplicate invoices automatically to prevent overpayments and fraud. 

Automated Workflows

Streamlines invoice approval with custom workflows based on department, spend thresholds, or vendor types.

Speeds up approvals and ensures compliance. 

Audit Trails

Maintains a detailed log of every action taken on an invoice, from capture to payment. Supports regulatory compliance and internal audits. 

Early Payment Discount Capture

Tracks available discounts for early payments and helps AP teams take advantage of them to reduce spend. 

Line-Level Invoice Matching

Matches individual line items from the invoice to the PO and receipt, allowing more granular verification and control over complex orders.

Credit Note Handling

Manages and applies credit notes issued by suppliers for returns, pricing errors, or service issues, maintaining accurate AP records.

Tolerance Thresholds

Configurable rules that allow minor discrepancies (e.g., 1-2% price variance) to be automatically approved, reducing unnecessary bottlenecks.

Better Spend Management

Find out how PLANERGY’s Procure-To-Pay platform can revolutionize your organization’s Spend Management. Schedule a short demo to find out more. 

Book a personalized demo to see the PLANERGY procure-to-pay platform for yourself. 

Book a Demo