Real-Time Visibility and Control of Budget and Spend
PLANERGY gives finance teams real-time visibility into spending against budget.
Identify cost-saving opportunities, enhance compliance, and make data-driven decisions that optimize financial performance.
Reduce rogue spending, mitigate financial risks, and enhance accountability with stronger and more effective financial controls.
Real-Time Spend Visibility for Better Decision-Making
- Enable your organization to make smarter spending decisions with real-time budget visibility.
- Managers can see exactly how their purchasing decisions are affecting budgets.
- Finance teams are able to better manage cash flow with real-time insights into spending activity.
- Senior management can make strategic data-driven decisions that drive business success.
Improve Your Bottom Line With Automation Efficiencies
- Eliminate inefficiencies for greater profitability with end-to-end procurement workflows.
- Replace time-consuming, error-prone manual tasks, with PLANERGY’s automation reducing delays and boosting accuracy.
- Free up valuable time to concentrate on higher value-added work, such as uncovering opportunities to reduce expenses, and drive meaningful improvements to your organization and it’s financial efficiency.
Reliable Financial Data Informs Better Strategic Decision Making
- Real-time budget and spend visibility enables more accurate financial planning and reporting.
- Finance leaders can operate with greater certainty when they have clear visibility into organizational spending.
Exceptional Control and Visibility Across Your Organization’s Budgeting and Spending
- PLANERGY gives you the financial control you need to operate and manage your budgeting and spending efficiently.
- Reduce maverick spend by enabling decentralized teams to make controlled purchasing decisions within predefined thresholds.
- Enhance audit compliance, reduce financial risk, and centralize procurement data for greater accuracy and transparency across your operations.
Seamless Integration With Your ERP and Accounting Systems
- PLANERGY integrates seamlessly with your ERP or accounting system, automating data information flow between procurement and finance, streamlining workflows and reducing double data entry.
- Manage the entire procure-to-pay process directly within PLANERGY to simplify two and three-way matching, to help your organization operate more efficiently and effectively.
Features - Finance Teams
Electronic Expense Reimbursement Forms
Streamline reimbursement with electronic forms submitted via web or mobile. Bring an end to paper forms, lost requests, and long approval processes.
Easier Approvals With Clear Budget Visibility
Empower approvers with real-time access to budget information, enabling them to evaluate the potential impact of a purchase against budget or on overall financial health.
Approvers can review pending purchases in detail, understand how each decision aligns with spending priorities, and make informed choices that support maintaining budgetary discipline.
Mobile Expense Receipt Upload
Speed up your reconciliation and reimbursement process with mobile receipt upload. Purchasers can snap a picture of their receipt and attach it to an expense request while they’re on the go.
Automated Bill Creation and OCR Technology
Streamline AP invoice processing and eliminate error-prone manual tasks with Automated Bill Creation; OCR technology automatically converts invoices into bills.
Verified 3-Way Matching for Accurate Invoice Processing
Gain full control over your invoice processing with the option to decide whether your accounts payable team can submit bills for unreceived items directly in PLANERGY.
- This feature ensures compliance with your organizational policies while streamlining the bill creation process, improving accuracy, and enhancing efficiency.
- By implementing verified 3-way matching, you can minimize errors, reduce fraud risks, and ensure that all invoices align with purchase orders and received goods or services.
Better Spend Management
Find out how PLANERGY’s Procure-To-Pay platform can revolutionize your organization’s Spend Management. Schedule a short demo to find out more.
Book a personalized demo to see the PLANERGY procure-to-pay platform for yourself.
