Reducing Invoice Processing Time and Costs

Accounts payable automation software uses AI to simplify and automate the accounts payable (AP) process. Handling tasks like invoice capture, approval workflows, payment processing, and reconciliation.

It extracts invoice data, matches it with purchase orders and receipts, and routes it for approvals using predefined workflows.

By reducing manual work and minimizing errors, PLANERGY speeds up payment cycles and enhances accuracy. This allows organizations to make timely payments, strengthen supplier relationships, and effectively manage cash flow for improved financial efficiency.

Increased Efficiency: Reduces Invoice Processing Time and Costs. Automates repetitive tasks, freeing up time for your AP team to focus on more strategic activities.

Better Cash Flow Management: Provides real-time visibility into outstanding invoices and payment schedules, enabling better cash flow management.

Leveraging Analytics for Better Financial Insights: Spend analytics, AP accruals reports, and customisable dashboards deliver automated insights into your spend data.

Get insights into spending patterns, identify cost-saving opportunities, improve budgeting, and enhance financial decision-making.

Enhanced Accuracy: Reduces manual data entry errors by capturing invoice data electronically and matching it with related documents.

Enhanced Compliance: Ensures that all spending complies with company policies and regulatory requirements. Enforcing budget compliance by tracking expenditure with full audit trails for accountability.

Reduce the Risk of Fraud: AP automation software reduces fraud risk by enforcing approval workflows, working with preferred vendor catalogues, enhancing transparency, detecting anomalies, and securely approving payments.

Significant Cost Savings: Lowers processing costs by reducing paper usage, manual work, and payment delays.

Yes, PLANERGY’s expense management software gives you extensive customizable options. This includes:

• Custom Expense Categories: Align categories with your chart of accounts, departments, or reporting needs.

• Spending Limits: Set budget thresholds by user, department, or project to control spend before it happens.

• Approval Hierarchies: Build multi-level approval workflows that reflect your internal structure and ensure accountability.

• Compliance Rules: Enforce internal policies automatically with rule-based checks and alerts.

• Cost Codes and GL Mapping: Customize financial coding to match your accounting systems.

• Custom Fields: Add and track specific data points across POs, invoices, users, and more.

PLANERGY puts you in control—so you can manage spend with precision, stay compliant, and scale processes with ease. By customizing the platform to match your organization’s specific needs, you ensure it fits seamlessly into your workflows and actively supports your business goals.

PLANERGY’s accounts payable automation software streamlines the accounts payable process by providing a comprehensive suite of tools for managing invoices and payments.

The software captures invoice data using optical character recognition (OCR) technology, matches invoices with purchase orders and goods received notices, and routes them for approval based on configurable workflows.

This automation reduces the time and effort required for manual data entry and approval, ensuring that invoices are processed quickly and accurately. Additionally, PLANERGY’s system provides real-time tracking and notifications, keeping all stakeholders informed about the status of invoices and payments.

Yes, PLANERGY’s accounts payable automation software allows you to fully customize workflows for invoice processing.

You can tailor approval workflows to match your organization’s unique policies, roles, and hierarchies.

This configurability enables you to align the software with your unique organizational workflows, ensuring accurate, efficient, and compliant invoice management.

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

• Custom Policy Enforcement: Set rules for spend thresholds, required approvals, vendor restrictions, and more. PLANERGY applies these policies in real time, helping prevent out-of-policy purchases before they happen.

• Approval Workflows: Build structured, multi-level approval paths that mirror your internal controls, ensuring every purchase gets the right oversight.

• Audit-Ready Records: Every transaction is fully traceable, with a time-stamped digital audit trail that supports both internal policy reviews and external audits.

• Regulatory Alignment: PLANERGY supports compliance with industry standards and regulations like SOX, GDPR, and internal financial governance policies through data integrity, role-based access, and process transparency.

• Document Controls: Attach contracts, certifications, and policy documents directly to POs and vendor records, ensuring your team always has the right context and documentation.

With PLANERGY, compliance isn’t just a checkbox—it’s woven into every part of your procurement process.

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.  

These integrations enable efficient data synchronization, reduce manual data entry, and ensure consistency across your procurement and financial systems, enhancing overall operational efficiency. 

PLANERGY is built to reduce errors, enforce controls, and keep your accounts payable (AP) process running smoothly from receiving to payment. Here’s how:

• Three-Way Matching: PLANERGY automatically matches purchase orders, receiving documents, and invoices—flagging discrepancies before payment is approved.

• Real-Time Data Validation: Key fields like quantities, prices, and vendor details are checked against original POs to ensure accuracy at every step.

• Controlled Receiving: Goods and services can only be marked as received by authorized users, preventing premature or duplicate entries.

• Invoice Approval Workflows: Route invoices through customizable workflows for review, so nothing is paid without the right approvals.

• Audit Trails & Version Tracking: Every change and action is logged, giving your finance team full visibility and control over the process.

• Custom Fields & Rules: Tailor fields and logic to your business needs—so the system catches issues before they become costly mistakes.

With PLANERGY, you get a consistent, controlled process that improves accuracy, speeds up approvals, and protects your bottom line.

At PLANERGY, your data’s security isn’t just a feature—it’s a foundation. We take every step to ensure your information stays safe, private, and fully under your control:

• End-to-End Encryption: All data is encrypted both in transit and at rest, protecting it from unauthorized access every step of the way.

• Smart Access Controls: Define who can view or edit information with customizable, role-based permissions that protect sensitive data across your organization.

• Built-In Compliance: PLANERGY meets established industry standards and regulations, so you can feel confident your data is always handled with care.

• Ongoing Security Checks: We regularly audit and test our systems to proactively spot and fix vulnerabilities—before they become risks.

We know trust is earned, and we’re committed to earning it every day by keeping your data secure.

PLANERGY provides extensive support and training to ensure your team can confidently and effectively use our software most effectively.

• Personalized Onboarding and Training: Tailored sessions to help your team quickly become proficient with PLANERGY.
• Continuous Support: Reach our friendly support team via email, phone, or screen-sharing for assistance with any questions, issues and suggestions.
• Dedicated Customer Success Team: Partner with our customer success team for ongoing guidance, ensuring you achieve long-term success and satisfaction.
• Comprehensive online help: Access user guides, and FAQs to help you get the most from our software.

With PLANERGY’s support, your team is equipped for success every step of the way.

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 create a custom implementation roadmap tailored to your business, your specific requirements, and your go live date. 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.