FAQs
What accounting and ERP software does Planergy integrate with?
Planergy integrates with most accounting software and ERPs including Oracle, SAP, NetSuite, Sage, Quickbooks, Xero and many more. If we don’t have an existing direct integration option for your software listed on our Integrations page, we offer custom API integrations and custom exports to integrate with almost any software. To discuss integration options please arrange a short discovery call with one of our integration experts. We would be happy to talk through your integration challenges and explore what Planergy can do for you.
Can I use Planergy from my mobile device - including approving purchase orders and managing budgets?
Yes. Planergy is in the cloud. You can use all of our features, including approving purchase orders and managing budgets, from anywhere on any device with an internet connection.
Does Planergy have a built-in search feature?
Yes. Planergy has powerful search and reporting features with options to add custom filters to meet your needs.
Is there an audit trail in Planergy?
Yes. All actions carried out in the software are tracked with a full audit trail so you can look up exactly who did what and when. You can also create custom reports.
Does Planergy help prevent buying and procurement fraud?
Absolutely! In fact, this is one of the main reasons that our customers love Planergy. Our software enforces procurement compliance and Accounts Payable compliance so fraud is caught before it happens.
Is Planergy easy to learn and use?
Yes. Planergy is the easiest to use Procure-to-Pay software on the market. It takes about 20 minutes for new users to master day-to-day tasks in the software. We also offer training and support at no additional cost to make sure our users are always getting the most from the system.
Does Planergy offer 3-way matching of purchase order, delivery receipts, and vendor invoice?
Yes. While we recommend the best practice of 3-way matching (purchase order, delivery receipts, and vendor invoice) the software also has flexibility to allow for 2 way matching (purchase order and invoice), if that is your requirement.
Is it possible to set spend limits per user / department in Planergy?
Yes. Planergy has powerful and granular controls for spend at both the user and the department level.
How much does Planergy cost?
Planergy is really cost effective Procure-to-Pay software. We charge per user, and for less than the price of a latte a week, you can have each user up and running in minutes. If you have more than 50 employees, you need a Procure-to-Pay system that pays for itself. We also offer enterprise level support and onboarding for free.
And you can try it free to be sure!
License costs depend on the number of users you need to have access to the system and if you want to use any of our additional modules such as Inventory, Ticketing or AP-Max. To get an accurate quotation for your needs please arrange a short discovery call with one of our friendly experts who will talk you through the options (there’s no commitment, and no pressure).
Do most of your customers find that Planergy pays for itself?
Yes, Planergy pays for itself many times over by stopping incorrect payments – duplicate invoices, paying for un-received goods/services, paying for the same items twice, paying more than was agreed on the purchase order, and so on.
Also, a lot of time is saved by replacing approval bottlenecks with automated digital workflows and less typing.
Other areas where additional savings can be made include – stopping non pre-approved spend, reducing the costs of processing POs and invoices, reducing indirect spend, reducing costs associated with internal and external audits, reducing costs related to month end and year end reporting.
One platform to control and manage 100% of your company’s purchasing & payments
Trusted by the leading finance & operations teams across the world
