Procure-to-Pay Software that Integrates with Your Existing Accounting Software
Manage company spend easily. Approve purchase orders with real-time budget visibility to make efficient decisions. Streamline approval workflows with cloud access to approve across locations or outside the office. Automate AP with OCR and AI technology. All while linking to your existing accounting software.
How It Works
1
Speak with our Integrations Team
If you don’t see your accounting software listed in our integrations, we have custom integration options – including API integration or custom exports. Our integration experts will work with you to identify the best integration solution to get Planergy and your accounting software working together.
2
Powerful Purchase Order Management
Request, approve, and manage purchase orders efficiently from anywhere on any device in Planergy’s cloud app with no user access to your accounting software required.
3
Accounts Payable Invoice Matching Automation
Streamline invoice processing. Match invoices against the POs in Planergy to eliminate incorrect payments from fraud or manual error with full tracking of all records and relevant documents available from anywhere.
4
Authorized Invoices in Your Accounting Software
Post authorized invoices to your accounting software with all the relevant information. Data is imported ready to be processed for payment in your next payment run.
Why Use Planergy with Your Accounting Software
Purchase Order Management with Powerful, Customizable Approval Workflows
Control, track, manage, and report on spend efficiently from anywhere. Automate the process and ensure compliant purchasing.
Budget Control and Spend Management
Manage expenditure against your budgets ensuring no overspends and give your purchase approvers remaining budget information to make better decisions faster.
Automatically Enforce 2- or 3-Way Matching Compliance
Match invoices against purchase orders and delivery slips to ensure accurate, fast, and effective invoice processing. Only authorized invoices go to your accounting software for payment.
Centralize Your Processes and Remove Paper or Excel Based Problems
Store all your data and documents in one powerful cloud based procurement app accessible from anywhere. Remove the opportunity for manual errors and lost data tripping you up.
Track and Categorize Spend Easily
GL Code, projects, departments, user, supplier, and even optional custom fields give you all the information you need. Our powerful filterable, exportable, and customizable reports engine puts all the data at your fingertips at the push of a button.
Leave Your Accounting Software to Your Accounting Team
Keep access separate so you only need to give access to your accounting software to your accountants and finance team while Planergy’s powerful user permissions engine allows you flexibility to control access for everyone involved in the procurement process.
Spend Management and AP Automation Software for your Accounting Software
Fits into current workflows by seamlessly integrating with the software you use already
