Purchase Order Management and AP Automation For QuickBooks
Control, track, and report on spend easily. Approve purchase orders with real-time budget visibility to make efficient decisions. Streamline approval workflows. Automate AP with OCR and AI technology. All without increasing your QuickBooks user count.
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Trusted by 1100+ companies worldwide
For finance and operations in all industries
Why Use Planergy with QuickBooks Online
All-in-One Purchasing Platform
Stop using ineffective tools and get an end to-end purchasing platform. Manage the entire P2P process with everything in one place to save you time and headaches of email, phone, calls, excel, and lost information. Post bills ready to be processed for payment to QuickBooks.
Automate & Simplify Approvals
Approve purchases from anyware with a tap - save your team time and your company money. Eliminate the manual work, reduce maverick spend, and get better insights into your spending.
Save Up To 15% On Your Spend
Consolidate spending and realize savings of up to 15% on your business spend. We guarantee 2% savings across all your purchasing for your first year and most companies tell us they saved much more.
Real-Time Spend Visibility
Know that every cent is accounted for - who spent it and with which vendors. Get accurate budget vs actual spend reports to better inform business decisions and be alerted when employees go over budget.
Fast & Accurate Invoice Processing
Streamline accounts payable by going paperless. Automate scanning and processing invoices with the power AI and OCR. Match invoices against PO and delivery for 2- or 3-way matching so you are only paying for verified purchases. All invoice data and documents come through into QuickBooks.
Easy Order Tracking
Never worry about tracking down orders again with everything in one place. Save you and your team time to focus on more strategic projects. Every order is tracked fully and the details are available in seconds from anywhere at any time with powerful search and reporting.
Leave QuickBooks To Your Accounting Team
Planergy keeps access separate so you only need to give access to QuickBooks to your accountants while Planergy’s powerful user permissions engine allows you flexibility to control access.
Flexible Reports & Forecasting
Create reports and dashboards, export the data you need to whenever you need it. Preconfigured reports to give you insight for better business decisions - including spend forecasting, budget vs actual spend, committed spend, and GRNI.
Enforce Compliance & Control in Procure-to-Pay
Gain full control over your company's purchasing and AP process. Automate internal controls, enforce best practices like record to report, and control the vendors your employees purchase from. Never worry about non-compliance again.
Planergy Help King Ocean To Save Over $1 Milion A Year With It's Purchasing Hub
Cristian Maradiaga
Procurement Director,
King Ocean
How It Works
1
Connect With QuickBooks Online With Just One Click
2
Easy Purchase Order Management
3
Accounts Payable Invoice Matching Automation
4
Authorised Invoices With Relevant Documents in QuickBooks Online
One Place to Purchase
Your purchase-to-pay process is too manual, inefficient, and costing you with missed savings opportunities.
Planergy gives you one unified platform to place orders, control spend, approve payments, and perform spend analysis. Get first class support to achieve your goals and integration with online catalogs like Amazon. We save businesses time and money by eliminating manual purchasing and payment processes with one easy to use tool.
Automated Approval Workflows
Approvals by email, phone, and spreadsheets don’t work and can’t scale.
Planergy allows you to easily design automated approval workflows. Customizable budgets, approvals, and workflows ensure every purchase is compliant with your purchasing process.
Flexible Purchasing Reports & Analytics
Stop finding out about spend after the fact and missing opportunities to save.
See what portion of your budget has already been spent, and what is left, before approving your team‘s request. Review purchasing data across the company to identify opportunities for realized savings. Informed decisions help align spending to company goals.
One Place to Pay
Stop paying incorrect vendor invoices.
Process invoices automatically and use upstream purchasing data to streamline your downstream accounts payable process in one centralized platform. Avoid fraud, manual errors, and duplicate payments by paying only vendor invoices that match.
Automating purchasing for efficiency and compliance across the Boy Scouts
“Planergy has made our approval process quicker and less cumbersome, and it’s taken away people’s excuses for not following policies and procedures.”
Brian Hall,
Business Manager, Boy
Scouts of America
One platform to control and manage 100% of your company’s purchasing & payments
