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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
“PLANERGY has made our approval process quicker and less cumbersome, and it’s taken away people’s excuses for not following policies and procedures.”
Business Manager, Boy
Scouts of America