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Planergy

by Planergy · Since 2009
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ActiveAvailable globally
Quick facts
VendorPlanergy
Year launched2009
StatusActive
LocationBoston, Massachusetts, United States
Countries servedGlobal
Languages12
Integrations5+
Free tier
Free trial
Contact salesYES

About Planergy

Planergy is a procurement software from Planergy that focuses on automating and managing purchasing processes. It provides features such as spend analysis, supplier management, and purchase order tracking, so organizations can improve procurement efficiency. The software supports real-time reporting and integrates with existing financial systems to ensure accurate budgeting and forecasting. With user-friendly dashboards, it allows users to easily access important metrics and insights. Key capabilities: spend analysis supplier management purchase order tracking invoice automation budget control Best for: procurement teams that need to manage and simplify purchasing activities effectively.

Planergy, developed by Planergy, is a comprehensive spend management and accounts payable automation software designed to streamline procurement and financial processes. Launched in 2009, Planergy has established itself as a robust solution for mid-market businesses across various industries, including procurement, finance, and operations. At its core, Planergy focuses on optimizing the procure-to-pay process. The software automates invoice processing and matching using advanced artificial intelligence, which helps reduce manual errors and speeds up financial operations. This automation extends to managing the entire procure-to-pay cycle, from purchase requests to payment approvals, ensuring efficiency and accuracy throughout. One of the standout features of Planergy is its budget management capability. The software provides real-time visibility into budget performance, allowing users to track spending and make informed decisions. This is complemented by customizable approval workflows that help businesses maintain control over their financial processes by setting up tailored approval paths based on their specific needs. Planergy also excels in reporting, offering real-time data and custom dashboards that enhance decision-making.

Pros & Cons

What users like
  • +Automation: Reduces manual processes and errors.
  • +Real-Time Visibility: Provides real-time data and insights.
  • +Scalability: Easily scales with business growth.
  • +Customizable Workflows: Tailored approval workflows.
  • +Integration: Seamless integration with major accounting software.
What users flag
  • Cost: May be expensive for small businesses.
  • Complexity: Can be complex to set up initially.
  • Learning Curve: Requires training for effective use.
  • Customization: Extensive customization may be needed.
  • Support: Limited support options for smaller businesses.

Features

Key features

Procure-to-Pay Process
Streamlines the entire procure-to-pay process.
AP Automation
Automates invoice processing and matching with AI.
Budget Management
Provides real-time budget visibility and management.
Approval Workflows
Customizable workflows for approvals.
Reporting
Real-time data and custom dashboards for better decision-making.

Additional features

Procure-to-Pay Process
Streamlines the entire procure-to-pay process.
AP Automation
Automates invoice processing and matching with AI.
Budget Management
Provides real-time budget visibility and management.
Approval Workflows
Customizable workflows for approvals.
Reporting
Real-time data and custom dashboards for better decision-making.
Purchase Request Management
Manages and tracks purchase requests.
Purchase Order Tracking
Tracks purchase orders from creation to fulfillment.
Vendor Management
Manages vendor information and relationships.
User Management
Controls user access and permissions.
Integration Options
Integrates with major accounting software and ERPs.
Inventory & Asset Management
Manages inventory and assets efficiently.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
12
Interface languages
19
Billing currencies

Interface languages

EnglishFrenchSpanishGermanItalianPortugueseDutchChineseJapaneseKoreanRussianArabic

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇨🇦CAD🇯🇵JPY🇨🇭CHF🇨🇳CNY🇮🇳INR🇷🇺RUB🇧🇷BRL🇲🇽MXN🇸🇬SGD🇭🇰HKD🇸🇪SEK🇳🇿NZD🇿🇦ZAR🇮🇱ILS🇰🇷KRW

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