Planergy
3 Reviews 5/5 ★ ★ ★ ★ ★A procurement management software that offers AP automation, vendor management, and reporting tools. Formerly PurchaseControl.
Product Overview
Planergy, formerly PurchaseControl, is a procurement management software. It’s designed to automate and streamline procurement and purchasing processes for businesses of all sizes. Key features include real-time reporting and dashboards, approval automation, and budget management. Planergy integrates with various accounting software and ERPs like QuickBooks and NetSuite.Pros
- Features vendor management, audit trails, and document management
- Integrates with QuickBooks, NetSuite, etc.
- Real-time financial reporting
Cons
- Not suitable for monitoring inventory
- Not suitable for complex or high-volume purchases
- Limited functionality for handling credit memos
Target Market
Mid-market organizations across industries like logistics, construction, nonprofit, hospitality, and more. Built for finance and operations teams.Video Overview
Planergy Features
- Purchase Requisition System: Allows for ordering pre-approved supplies from vendors.
- Purchase Approval: Enables approval of purchases and monitoring of spending limits.
- Purchase Order Creation: Facilitates the creation of purchase orders.
- Goods Receipt Monitoring: Ensures the match between goods received and purchase orders.
- Accounts Payable Visibility: Offers complete insight into invoice processing.
- Order Audit Trail: Provides a comprehensive order tracking system.
- Budget Forecasting and Reporting: Aids in budget planning and analysis.
- Vendor Management: Helps manage the approved supplier list and facilitate vendor communications.
Benefits
- Improve your workflow: Increase speed by removing timewasting manual tasks from your processes; remove opportunities for error and fraud
- Gain visibility: Monitor your bottom line with real-time budgeting
- Eliminate paper: Transition your documents to a digital format and reduce your carbon footprint
- Manage business rules: Configure the software to meet your exact compliance and oversight needs
- Stay secure: The cloud-based app protects all your data and documents
Planergy Integrations
- QuickBooks Online
- Sage 50
- Twinfield
- Opera
- Xero
- Exact
- Centrify
- OneLogin
- Okta
- Slack
Planergy Pricing
Planergy does not disclose public pricing figures. Its pricing model is based on a per-user basis, aiming to offer cost-effective solutions for businesses. The plan includes enterprise-level support and onboarding without extra charges. Additional modules like inventory, ticketing, or AP-Max are available for an extra cost. A free trial option is also provided.
Product Overview
Developer Overview
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User Reviews of PLANERGY
Write a Review
PLANERGY Review
PLANERGY is fairly easy and straightforward to use.
Pros
I like the best faster PO Processing due to automated approval flow.
PLANERGY Review
It does what is says very well and is an off the shelf, ready to use product.
PLANERGY Review
It’s made our approval process quicker and less cumbersome, and it’s taken away people’s excuses for not following policies and procedures.
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