Control Your Purchasing and Spending With Real-Time Visibility

Procurement software is a digital solution designed to streamline and automate the purchasing process, from budgeting and approvals to supplier management and invoice processing.

It centralizes procurement activities, enabling organizations to manage suppliers, track purchases, and ensure compliance with policies.

• Efficiency: Automates repetitive tasks, saving time and reducing manual effort.

• Cost Control: Provides real-time insights into spending versus budgets.

• Improved Accuracy: Reduces errors through automation and data consistency.

• Transparency: Enhances visibility across procurement processes for better decision-making.

• Compliance: Enforces policies and ensures alignment with organizational guidelines.

Procurement software optimizes workflows, minimizes risks, and supports strategic purchasing decisions, improving overall efficiency and cost-effectiveness.

PLANERGY’s procurement software stands out from other solutions in several key ways:

1. Comprehensive Spend Management Platform: PLANERGY goes beyond basic procurement by offering an end-to-end spend management solution.

   It integrates procurement, accounts payable, and budget management into a single platform, ensuring complete visibility and control over organizational spending.

2. Customization and Flexibility: Unlike many off-the-shelf solutions, PLANERGY is highly customizable to meet the unique needs of businesses across various industries.

   It adapts to your workflows, approval processes, and reporting requirements, offering greater flexibility.

3. User-Friendly Interface: The platform is designed with ease of use in mind, enabling quick adoption across teams. Even non-technical users can navigate and utilize the system efficiently without extensive training.

4. Smart Analytics and Reporting: PLANERGY offers advanced reporting and analytics tools to provide actionable insights.

   Users can track spending patterns, identify cost-saving opportunities, and ensure compliance with budget limits.

5. Vendor Management: PLANERGY includes tools like PriceWatch, which monitors vendor pricing changes, sends alerts, and provides data-driven recommendations to optimize vendor selection and negotiations.

6. Integration Capabilities: The software seamlessly integrates with popular ERP, accounting, and financial systems, ensuring data consistency and reducing manual work.

7. Scalable for All Business Sizes: Whether you’re a small business or a large enterprise, PLANERGY scales to match your requirements, making it a versatile choice for growing organizations.

8. Focus on Compliance: PLANERGY ensures full traceability with detailed audit logs and compliance tracking, making it ideal for industries with strict regulatory requirements.

9. Expert Support and Onboarding: PLANERGY prioritizes customer success by providing dedicated support, training, and onboarding assistance, ensuring users achieve the best outcomes quickly.

PLANERGY’s procurement software offers a robust set of features designed to streamline and optimize the procurement process.

Key features include:

• Purchase Order Management: Simplify the creation, tracking, and approval of purchase orders, ensuring accuracy and compliance.

• Budget Tracking: Real-time budget visibility helps you monitor spending and avoid overages.

• Supplier Management: Centralize supplier information, track performance, and streamline communication to strengthen supplier relationships.

• Approval Workflows: Customizable workflows ensure purchases are reviewed and approved according to your organization’s policies.

• Spend Analytics: Access detailed insights into spending patterns to identify savings opportunities and make informed decisions.

• Integration Capabilities: Seamlessly integrate with your accounting or ERP systems for a unified approach to spend management.

• Audit Trails: Maintain comprehensive records of procurement activities to support compliance and transparency.

These features empower organizations to save time, control costs, and enhance efficiency.

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 procurement software streamlines your procurement processes by automating key tasks and centralizing workflows. Here’s how it works:

• Standardized Purchase Orders: Simplify the creation, approval, and tracking of purchase orders, reducing manual effort and errors.

• Customizable Approval Workflows: Ensure all purchases follow your organization’s policies with tailored approval workflows that enhance control and compliance.

• Real-Time Budget Control: Monitor spending against budgets in real time.

• Integrated Systems: Seamlessly connect with your accounting or ERP systems for a unified approach to spend management.

• Spend Analytics: Gain actionable insights into spending patterns to identify cost-saving opportunities and improve decision-making.

• Supplier Management: Centralize supplier information and communication to maintain strong relationships and evaluate performance efficiently.

By automating and optimizing these processes, PLANERGY reduces inefficiencies, ensures policy compliance, and gives you greater control over procurement activities.

Yes, PLANERGY offers fully customizable workflows in its procurement software. These workflows can be designed to match your organization’s unique processes, policies, and approval hierarchies.

Customization ensures that every purchase follows the proper channels, streamlining approvals and maintaining compliance with organizational standards.

This flexibility helps improve efficiency, reduce bottlenecks, and adapt to your business’s evolving needs.

PLANERGY’s procurement software serves a diverse range of industries, including:

• Education: PLANERGY empowers educational institutions to optimize budgets, automate procurement processes, and maximize value, enabling more efficient use of resources to enhance student outcomes.

• Biotech: The biotech sector faces unique procure-to-pay (P2P) challenges, including strict regulatory compliance, managing specialized suppliers, and integrating procurement with ERP and financial systems.

  Decentralized purchasing, complex approval workflows, and high R&D costs further complicate processes, requiring real-time budget control and precise inventory management to avoid disruptions, waste, or overspending.

• Logistics & Transportation: PLANERGY addresses logistics Procure-to-Pay challenges by centralizing high-volume procurement, improving supplier management, controlling reactive spending, and enhancing cost oversight.

• Hospitality & Leisure: PLANERGY helps the hospitality industry overcome its purchasing challenges like managing fluctuating demand, vendor pricing, decentralized purchasing, complex approvals, compliance, and waste by streamlining procurement processes, improving visibility, and optimizing inventory and budgets.

• Non-Profit: In the non-profit sector, budget constraints, compliance requirements, decentralized purchasing, vendor management challenges, donor reporting needs, make efficient spend management.

  Essential—PLANERGY addresses these challenges by automating processes, enhancing visibility, improving budget control, ensuring compliance, and enabling real-time reporting to maximize impact and operational efficiency.

• Care Homes and Assisted Living Facilities: With high transaction volumes and decentralized purchasing, these facilities face budget constraints, inventory challenges, and compliance requirements.

  PLANERGY addresses these issues, streamlining  procurement, automating approvals, enhancing budget visibility, and ensuring compliance, enabling more efficient operations and prioritization of quality resident care.

• Public Sector: PLANERGY empowers the public sector to overcome procurement challenges such as strict procurement regulations, complex multi-agency coordination, large-scale project management, and seasonal budgeting pressures.

  By ensuring compliance, controlling budgets, centralizing data, and fostering transparency, helping maximize taxpayer value and build public trust.

• Facility Management: Key purchasing challenges in the facilities management sector include high transaction volumes, vendor management, compliance requirements, emergency procurement, and decentralized decision-making.

  PLANERGY solves these issues by automating workflows, centralizing control, providing real-time spend visibility, streamlining vendor management, ensuring compliance, and enabling efficient budget tracking to optimize operations and reduce waste.

• Construction & Engineering: PLANERGY empowers the construction sector by centralizing procurement, managing supplier relationships, controlling reactive spending, and ensuring compliance, enabling smoother project execution and cost efficiency.

For more information on how PLANERGY can benefit your specific industry, you can explore industry-specific solutions.

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 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.

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, video tutorials, and FAQs to help you get this most from our software.

This robust support system ensures that your organization can effectively utilize the software and continuously improve its procurement processes.

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.

Yes, PLANERGY’s procurement software seamlessly integrates with a wide range of accounting and ERP systems. These integrations allow for real-time data synchronization, ensuring that purchase orders, invoices, and accruals are accurately reflected across your systems.

Popular integrations include Sage Intacct, QuickBooks, Xero, Sage, Microsoft Dynamics, and more.

Additionally, PLANERGY offers custom integration options, such as API connections and CSV exports, to accommodate unique requirements, making it easy to connect with your existing tools and workflows.

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.