Role-Based Access Control for Greater Data Security
With customizable role-based access controls, PLANERGY ensures sensitive procurement data is protected while providing IT teams with the flexibility to manage permissions and maintain compliance seamlessly.
True-cloud, audit-ready procurement software position your organization for long-term success with a flexible, scalable, and end-to-end solution.
Simplified IT Infrastructure Management
- As a cloud-based solution, PLANERGY reduces the need for on-premises maintenance, upgrades, and hardware investments.
IT teams benefit from automated updates, robust data backups, and high uptime, allowing them to focus on core IT initiatives rather than system upkeep.
Seamless System Integrations
PLANERGY seamlessly integrates with ERPs and accounting systems like Sage Intacct, Xero and QuickBooks, and other business tools reducing the burden on IT teams for managing multiple disconnected systems.
Secure Management of Sensitive Financial Records
- PLANERGY allows organizations to implement effective, organization-wide access controls without the added expense of increasing seats in your ERP or accounting systems.
- Compliance with external and internal security standards is enhanced through features such as single sign-on (SSO), isolated data storage, and advanced data encryption.
Scalable Procurement Operations
- PLANERGY is a scalable solution that grows alongside the organization, ensuring consistent performance and data integrity as users, locations, or procurement complexity expand.
- Its scalability minimizes reconfiguration efforts, reduces technical overhead, and allows IT teams to focus on strategic initiatives while supporting the organization’s growth seamlessly.
Features - IT Teams
Approval Workflows
Design tailored approval workflows that align perfectly with your organization’s unique structure.
Ensure requests are reviewed and approved by the appropriate individuals quickly, accurately, and with full accountability.
Standardized Purchase Requisitions
Bring consistency to your procurement process by standardizing purchase requisitions.
Gather critical data such as budgets, vendors, account codes, associated budgets, for better spend analysis and planning.
In-App Notifications
Eliminate delays and keep operations flowing smoothly with fully customizable notifications sent via email, mobile, Teams or Slack.
Stay informed with in-app comments, request statuses, approvals, and vendor comments.
Vendor PunchOut Catalogs
Simplify and speed up purchasing by enabling users to shop directly from preferred vendors’ online catalogs.
Seamlessly transfer shopping cart items into PLANERGY as pending purchase orders (POs), streamlining the approval process and minimizing manual input.
Electronic Purchase Orders
Streamline the creation of purchase orders with features that allow pre-populating, editing, and sending POs directly to vendors.
Access your entire purchase order history, including current and past POs, through a centralized system on a desktop or mobile device.
Smart Documentation Management
Prepare for audits effortlessly by storing all purchasing and financial records in one smart centralized location.
Access everything from purchase requisitions and vendor information to invoices, packing slips, quotes, POs, receipts, and payment records without chasing down paperwork.
AP Automation With AI and OCR
Centralize invoice processing by having vendors or team members forward invoices to a dedicated email inbox.
PLANERGY’s powerful OCR (Optical Character Recognition) automatically extracts data from invoices to automate 3-way matching saving valuable time.
Single Sign-On (SSO)
Enhance security and simplify user access with Single Sign-On (SSO).
Enable employees to log in seamlessly with one click for both web and mobile, while administrators manage login credentials securely from a centralized platform.
With partners such as OKTA and Microsoft Entra ID (formerly Azure Active Directory).
Custom API
Integrate PLANERGY with your financial systems effortlessly using custom APIs.
Our dedicated technical team provides full support to ensure smooth synchronization of your data across all platforms.
MS Teams and Slack Integration
Keep communication focused and accessible by integrating PLANERGY with Slack and Microsoft Teams. Or, receive push notifications on your mobile or desktop.
Respond to important notifications, approvals, and comments directly from desktop or mobile.
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.
