Track Every Purchase with Total Control
PLANERGY’s Procurement Management System gives your team complete visibility and control across the entire purchasing cycle—from request to payment.
Improve compliance, reduce waste, and simplify procurement with powerful automation and real-time insights.
Transform Procurement with Standardized, Budget-Informed Workflows
Inconsistent procurement processes often lead to delays, manual errors, and uncontrolled spending.
PLANERGY’s Procurement Management System helps businesses of all sizes standardize purchasing workflows, enforce budget controls, and eliminate rogue spending.
With full visibility from purchase request to payment, your finance and procurement teams can make faster, data-driven decisions.
Real-time insights improve accountability, reduce costs, and align spending with strategic goals—without adding complexity to your existing finance stack.
Track Company Spending in Real Time with Full Budget Visibility
Take control of company spending with real-time visibility into every transaction.
PLANERGY makes it easy to monitor spend across departments, locations, and account codes—helping finance teams stay on budget and in control, every step of the way.
Standardize Procurement Workflows to Gain Control and Reduce Errors
Break down silos and improve collaboration across your procurement process.
PLANERGY centralizes purchase documentation, approvals, and real-time chat in one cloud-based platform—keeping every stakeholder aligned and informed from request to payment.
Centralize Procurement Communication and Improve Spend Transparency
Break down silos and improve collaboration across your procurement process.
PLANERGY centralizes purchase documentation, approvals, and real-time chat in one cloud-based platform—keeping every stakeholder aligned and informed from request to payment.
Procurement System Features
to Power Every Step
of the Purchasing Process
PLANERGY simplifies procurement from start to finish.
Designed to streamline workflows and improve visibility, it helps finance and procurement teams reduce errors, control budgets, and ensure timely, compliant purchasing – all in one centralized system.
Purchase Requests
Create and Manage Purchase Requests with Full Visibility and Control.
- Create, update and submit purchase requests in real time on desktop or mobile.
- Track approval status instantly with real-time updates via email, mobile notifications, Slack or MS Teams.
- Select pre-approved items directly from vendor PunchOut catalogs while building your request.
- Shop directly on vendors’ websites with PLANERGY CheckOut and pull selected items into PLANERGY as a Purchase Requisition ready for approval.
Approvals
Accelerate Purchase Approvals with Automated, Flexible Workflows.
Shorten cycle times between requesters and approvers by routing requests to the right teams for approvals.
- Create unlimited customized approval workflows by department, location, vendor, and more.
- Use in-app chat to comment on purchase requests, POs, delivery dockets and vendor invoices in real time.
- Approve on mobile with notifications when action is needed.
- Delegate approvals while out of office to keep requests moving without delays.
Streamline Purchase Order Management for Better Control and Compliance
PLANERGY makes it easy to create, track, and manage purchase orders with full visibility and control.
All the data is centralized, automated, and audit-ready – giving your finance teams the data they need without the manual work.
- Create, edit, and send electronic purchase orders to vendors from one centralized system.
- Auto-convert approved purchase requests into POs, with options to review and edit before sending.
- Set up blanket POs and configure automatic vendor notifications upon creation.
- Access and manage purchase orders on mobile for real-time visibility on the go.
Receiving in PLANERGY
Streamline your receiving process and ensure the accurate delivery of goods and services.
PLANERGY verifies that all incoming items match purchase orders, allowing Accounts Payable to 3-way match vendor invoices with speed and confidence.
- Improved Accuracy and Compliance: Ensure all goods and services received align with approved purchase orders, supporting internal controls, audit readiness, and financial compliance.
- Discrepancy Flagging and Alerts: Instantly identifies missing or incorrect items and notifies the relevant team to resolve issues before they delay payment or operations.
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Stronger Supplier Accountability:
Track delivery discrepancies and enforce contract terms more effectively, improving procurement efficiency and vendor performance.
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Real-Time Receiving Logs:
Provides a clear, timestamped record of what was received, when, and by whom - keeping your audit trail complete and transparent. -
Faster Invoice Approvals:
Speed up 3-way matching and reduce AP bottlenecks, improving cash flow management and strengthening vendor relationships through timely payments. - Increased Operational Efficiency: Automate receiving tasks and reduce reliance on paper-based workflows, freeing up finance and procurement teams for strategic work.
Budget Management
Give the right people category-level budget visibility across all organizational spend.
- Track budgets in real-time and on a monthly, quarterly, or annual basis.
- Create unlimited budget categories to track spending across locations, departments, and account codes.
- Approve purchase and expense requests by budget.
Procurement Reporting & Spend Analytics - Live
PLANERGY spend analytics gives Finance and Procurement Teams powerful insights they need to reduce costs and accelerate decision-making.
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Complete Spend Visibility:
Track every purchase, invoice, and payment in real time - across departments, locations, and vendors. Eliminate paper trails and manual follow-ups. -
Streamline Procurement and AP Workflows:
Analyze approval times, process delays, and compliance gaps. Optimize procurement and accounts payable operations for greater speed and accuracy. -
Cut Month-End Close Time by 50%:
With centralized, real-time data, teams can reconcile and validate numbers faster - accelerating financial reporting and reducing end-of-month stress. -
Real-Time Budget Oversight:
Stay on top of budgets with live tracking of commitments and expenses across every team and location. .
- Identify Cost-Saving Opportunities: Detect duplicate spending, pricing inconsistencies, and vendor inefficiencies. Use insights to negotiate better terms and reduce procurement costs.
- Customizable Dashboards and Reports: Build reports tailored to your KPIs - monitor budget adherence, supplier performance, and team efficiency to drive smarter financial decisions.
- Ensure Compliance and Audit Readiness: Maintain full audit trails and monitor procurement policy adherence. Minimize risk and support regulatory compliance across your organization.
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Drive Supplier Accountability:
Spot delivery issues and enforce contract terms more effectively - enhancing vendor relationships and procurement outcomes.
Expenses
Smarter Expense Management Starts with PLANERGY
PLANERGY gives your team the tools to manage, track, and control expenses in real time – eliminating manual work, reducing errors.
- Real-Time Expense Tracking Against Budgets: Monitor spending across departments and projects as it happens—no more surprises at month-end.
- Policy Compliance Built In: Set spending limits and enforce approval workflows to prevent overspending and ensure every claim follows your rules.
- Automated Expense Submissions and Approvals: Faster and more accurate reimbursements to reduce finance team and employees’ workload.
- Full Visibility and Audit Trails: Every expense is logged, categorized, and easy to trace—giving you complete control and stress-free audits.
- Snap a Picture: Easily submit expenses and attach receipts with a quick photo—no paperwork, no hassle.
Contract Management
Conveniently store contracts in a centralized repository and easily track current spend against total contract value.
- Store active and historical contracts by vendor in a centralized repository.
- Capture contract details including important names, dates, amounts, payment terms, and more.
- Set notifications for upcoming renewals, expired contracts, and more so timely decisions can be made.
- Keep a historical record of changes made to contracts in an audit log for audit purposes.
- Purchase orders are linked to contracts to track spend against total contract value and ensure effortless invoice reconciliation.
Vendor Management
Easily add new vendors by completing a vendor request form that captures key information to help with vendor setup.
- Import vendor data into PLANERGY such as contact and routing numbers, payment terms, and more to ensure data is synced with your ERP and accounting systems.
- Upload and store an unlimited number of vendor documents in a centralized repository.
- Submit new vendors for approval before they are added to PLANERGY for greater control.
Procurement Management
System FAQs
Find answers to the most common questions about procurement software and how it can enhance the efficiency and control of your procurement process.
How Can PLANERGY’s Procurement Management System Streamline My Procurement Processes?
PLANERGY’s Procurement Management System streamlines your entire procurement process from start to finish—giving you full control, complete visibility, and powerful automation.
With PLANERGY, you can:
Centralize all purchasing on one easy-to-use platform—no more scattered emails, spreadsheets, or hidden spend.
Automate approvals and workflows to speed up purchase requests while maintaining full compliance and control.
Gain real-time budget tracking and spend visibility so you always know where you stand against your budget and where your money is going.
Digitize and match POs, invoices, and deliveries to eliminate errors, cut processing times, and prevent overpayments with accurate 3-wa matching.
Integrate seamlessly with your existing accounting or ERP systems for effortless data sync and reporting.
Improve vendor management by tracking supplier performance, contracts, and pricing in one place.
Enforce policy compliance with built-in audit trails and customizable role-based permissions.
In short, PLANERGY replaces manual, time-consuming purchasing with a streamlined, automated, and fully transparent procurement process—so your team can spend less time pushing paper and more time driving results.
What Is a Procurement Management System, and How Does It Benefit My Business?
A Procurement Management System is a centralized digital platform that manages, automates, and tracks every step of your purchasing process—from raising purchase requests and getting approvals, to issuing POs, receiving goods or services, and paying invoices.
Instead of juggling emails, spreadsheets, and paper trails, everything happens in one secure, streamlined system.
With a solution like PLANERGY, your business gains:
Total Spend Visibility
Know exactly where your money is going, in real time.
Faster Approvals and Order Processing
Automated workflows slash delays and bottlenecks.
Stronger Cost Control
Track budgets, prevent overspending, and unlock hidden savings.
Improved Supplier Relationships
Centralized vendor data makes it easy to manage contracts, pricing, and performance.
Error and Fraud Prevention
PO matching and built-in audit trails keep every transaction accurate and compliant.
Faster Invoice Processing
Automatically capture, match, and approve invoices using OCR and AI powered AP Automation—reducing manual data entry, accelerating payments, and improving cash flow.
Seamless Integration
Sync effortlessly with your existing accounting or ERP systems with powerful software integration options.
A Procurement Management System transforms procurement from a manual, time-consuming headache into a fast, transparent, and cost-saving powerhouse—driving growth across your entire organization.
How Does PLANERGY’s Procurement Management System Differ From Other Solutions on the Market?
While many procurement tools promise to simplify purchasing, PLANERGY goes far beyond the basics—delivering a complete, user-friendly platform designed to drive measurable savings and control.
Here’s how it stands apart from the crowd:
Rapid Deployment & Easy Adoption
Cloud-based and intuitive, PLANERGY gets teams up and running fast—without heavy IT involvement or long onboarding cycles.
Full Procure-to-Pay Automation
Unlike limited point solutions, PLANERGY covers the entire process: requisitions, approvals, POs, goods received, invoice matching, and payment approval—all in one platform.
Real-Time Budget Visibility
Track spend against budgets as it happens, not after the fact—so you can stop overspending before it happens.
Seamless Integrations
Works with all major accounting, ERP, and finance systems, so you don’t have to change what’s already working.
Customizable & Scalable
Flexible workflows and permissions adapt to your company’s structure, no matter your size or industry.
Built for Compliance & Audit Readiness
Every action is tracked, time-stamped, and fully auditable, keeping you compliant with internal policies and external regulations.
Proven ROI
Organizations using PLANERGY see significant cost savings, faster cycle times, and higher productivity across their purchasing teams.
Where other systems just track purchases, PLANERGY gives you total control, complete visibility, and real cost savings across the full procure-to-pay process—fast.
What Are the Key Features of PLANERGY’s Procurement Management System?
PLANERGY packs everything you need to take control of your entire purchasing cycle — in one powerful, easy-to-use platform.
Core Features Include:
Centralized Procurement Hub
Manage all purchase requests, approvals, orders, receipts, and invoices from a single, cloud-based system.
Automated Workflows & Approvals
Eliminate bottlenecks with customizable approval chains and real-time notifications that keep things moving.
Real-Time Budget Tracking
Monitor spend against budgets as it happens to prevent overspending before it occurs.
Three-Way Matching
Automatically match POs, goods/services received, and invoices to stop errors and overpayments.
OCR & AI-Powered AP Automation
Use intelligent OCR to capture invoice data automatically, then leverage AI to validate, match, and route invoices for approval—cutting manual work, reducing errors, and speeding up the entire accounts payable process.
Supplier & Contract Management
Store and track supplier details, contracts, and performance metrics in one secure place.
Seamless ERP & Accounting Integrations
Connect instantly with leading systems like QuickBooks Online, QuickBooks Desktop, Xero, NetSuite, Sage Intacct, and more.
Advanced Reporting & Analytics
Unlock actionable insights into spend, supplier performance, purchasing trends, and accounts payable cashflow.
Built-In Compliance & Audit Trails
Every action is time-stamped and recorded for effortless policy compliance and audit readiness.
Scalable & Customizable
Adapts to your organization’s structure, size, and approval hierarchies—whether you have 20 users or 20,000.
PLANERGY delivers complete visibility, control, and automation to transform procurement from a cost center into a competitive advantage.
Does PLANERGY Offer Customizable Workflows in Its Procurement Management System?
Absolutely — and this is one of PLANERGY’s biggest strengths.
PLANERGY offers fully customizable procurement workflows that adapt to the unique structure, policies, and approval hierarchies of your business.
With PLANERGY, you can:
Design multi-level approval chains based on department, cost center, location, and spend thresholds.
Automate routing of purchase requests to the right approver instantly—no manual chasing or delays.
Set rules for specific categories, suppliers, or budget owners to ensure compliance every time.
Adjust workflows as your business evolves, adding new steps, users, or departments in just a few clicks.
Workflows are linked to budgets ensuring overspends are stopped before they happen.
Track every action with full audit trails for accountability and transparency.
Instead of forcing your team to fit a rigid process, PLANERGY’s procurement system adapts to your business—making approvals faster, smarter, and fully compliant.
What Industries Does PLANERGY’s Procurement Management System Cater To?
PLANERGY’s Procurement Management System is built to empower organizations across every industry, including:
Education
Streamline purchasing and keep budgets on track for schools, colleges, and universities.
Assisted Living & Care Homes
Ensure seamless supply flows that keep residents safe and cared for.
Healthcare
Control costs while maintaining the highest standards in patient care.
Biotech & Life Sciences
Accelerate innovation with smarter, faster procurement and back-office invoice processing.
Non-Profit
Maximize every donor dollar with complete spending transparency.
Logistics & Transportation
Keep operations moving with frictionless purchasing and real-time tracking.
Hospitality & Leisure
Deliver unforgettable guest experiences while protecting your bottom line.
Manufacturing
Power up production with efficient, cost-controlled supply management.
Retail
Stock smarter, reduce waste, and boost your margins.
Financial & Professional Services
Gain full visibility and compliance for every purchase.
Technology & Software
Scale fast without losing control of spend.
Energy & Utilities
Cut procurement complexity and drive operational excellence.
Food & Beverage
Manage perishable supply chains with precision and confidence.
Public Sector
Achieve full compliance and accountability with taxpayer funds.
Real Estate & Facility Management (FM)
Optimize maintenance, repairs, and operational costs.
Construction & Engineering
Control project costs and timelines with streamlined sourcing.
Consumer Products
Get products to market faster with smarter procurement workflows.
Media & Communications
Keep creative projects on time and on budget.
Agriculture
Simplify seasonal supply needs and boost profitability.
What Kind of Customer Support Does PLANERGY Provide for Its Procurement Management System Users?
With PLANERGY, you’re never on your own.
Our dedicated consultant, customer success, and support teams are with you every step of the way — from onboarding to everyday use — ensuring your procurement and accounts payable runs smoothly and delivers results fast.
Here’s what you get:
Fast, Guided Onboarding
Get your team trained and live in days, not weeks — so you see ROI from day one.
Multi-Channel Support
Reach us by phone, email, or directly in-app — whichever is fastest for you.
Global Coverage, Local Care
With support teams in the US, UK, and EU, help is always in your time zone.
Responsive, Real Humans
No chatbots here — just knowledgeable experts ready to solve your issues quickly.
Helpful Resources
Access FAQs, guides, and best practices anytime to keep your team running at peak performance.
With PLANERGY, you don’t just get powerful software — you get a partner committed to your success.
Can PLANERGY’s Procurement Management System Integrate With My Existing ERP or Accounting Systems?
Yes — PLANERGY can integrate with your existing ERP or accounting systems.
How this works will depend on the specific accounting software or ERP that you are using.
Native Integrations
PLANERGY connects effortlessly with many ERP and accounting systems with out of the box native integrations. This includes Sage Intacct, QuickBooks Online, QuickBooks Desktop, Xero, and many more — so you can:
Eliminate manual data entry with automatic syncing of POs, invoices, and other data.
Gain real-time financial visibility to control spend and protect cash flow.
Speed up approvals and payments while reducing errors and duplication.
PLANERGY fits right into your tech stack — no disruption, just instant efficiency.
Custom/API Integrations
If your ERP/accounting system isn’t already on the list, PLANERGY offers custom integration options.
This could be via API, customized exports, or custom CSV export/import routines.
What Is the Typical Implementation Timeline for PLANERGY’s Procurement Management System?
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Testimonials for Our Procurement Management System
Discover how our procurement software has helped organizations like yours achieve greater visibility and control over their purchasing processes through the experiences of our satisfied customers.
Our procedure is a bit complicated, however I felt that PLANERGY handled their end with excellent results.
The program is extremely user friendly and very easy to learn. I love that all my data is in one spot now!
Robin Paulissen
Operations & Policy Analyst
It allows me to control the purchasing at each building site, with out it this wouldn’t be possible!
System is simple enough that sites aren’t overwhelmed but robust enough to keep control.
Simon Tandy
Purchasing Manager
Total Control of your Organization’s Spending With PLANERGY Spend Management Software
Stop overspending, eliminate guesswork, and unlock complete visibility into your organization’s spending.
PLANERGY gives your team the tools they need to control costs, improve compliance, and make smarter purchasing decisions—faster.
