One System That Automates Every Step from Procure-To-Pay
Highly flexible and user-friendly Procurement Software combined with fully automated Invoice Processing and robust spend management tools, created to meet the evolving needs of forward-thinking educational institutions.
Key Wins
Amazon PunchOut Integration
“We can’t live without the Amazon PunchOut, using it in PLANERGY is a game changer. We’ll use all the PunchOuts that PLANERGY adds”
Lisa Marie Jones, Purchasing & Budget Manager
Smart Storage & Audit Readiness
“PLANERGY acts like a smart storage system. It saves our auditors well over 20 hours of audit process time, we can immediately find all the paperwork for them—no more paper files.”
Susan Meisinger, Account Payable Clerk
Budget Visibility in Real-Time
Track all your budgets in real time on a single, unified platform. Instantly see what’s been spent and know exactly what remains before approving the next purchase.
No more:
- Overspend
- Hours spent generating reports
- Inaccurate spend data
Take Control
Create an approval workflow that works best for your organization. Add safety rails that force users to operate within your rules.
Tailor user access to fit your organization’s needs with fully customizable permissions, allowing you to control who can view, approve, and manage specific data and processes.
No more:
- Maverick spending
- Unfulfilled POs
- Inconsistent workflows across different departments and/or locations
“It’s building my to-do list for me. As AP, I don’t even need to bog down my inbox. I know exactly what needs to be done and when.”
Susan Meisinger, Account Payable Clerk
Save Time
Automate AP Invoice Processing for Faster Approvals, Greater Accuracy, and Seamless Reconciliation.
Streamlined purchasing with automated purchase orders and easily configurable approval workflows.
Any designated approver can sign off on a purchase from any location via their phone.
No more:
- Hours of manual work
- Purchase approval lag
- Duplicate or fraudulent invoices
“PLANERGY is seamless. It really is an easy transaction from start to finish. The checks and balances are there, and it saves us hours.”
Lisa Marie Jones, Purchasing & Budget Manager
Simplify
A PunchOut is a seamless integration between PLANERGY and your supplier’s eCommerce site. Employees can access pre-approved products, shop in real time, and return their cart to PLANERGY for approval and purchase.
No more:
- Purchases from non-approved vendors
- Lack of visibility on spend & budget for individuals
“We can’t live without the Amazon PunchOut, using it in PLANERGY is a game changer. We’ll use all the PunchOuts that PLANERGY adds”
Lisa Marie Jones, Purchasing & Budget Manager
