Compliance Management Software

Compliance focused Procure-to-Pay software that enforces compliance in procurement and finance processes.

Vendor Management Software

Governance, Risk Management, and Compliance (GRC) friendly features ensure compliance processes are automatically enforced. Automated purchase approval workflows, 3-way matching, and invoice authorization. We work with you to design a realistic approvals workflow no matter how complicated. With a pre-set workflow and customized spend limits, your approvals process will be standardized virtually overnight.

With Planergy, see how purchases will impact the budget before you approve them. Full audit trails ensure audit management related to procurement is automated. Purchasing compliance becomes far easier when you can see how your organisation is performing overall, as well as how regions, departments, and users are contributing to the big picture.

Prevent data breaches with Planergy your data security is a given. Count on us and our decades of experience in the SaaS sector handling the procure-to-pay information of clients around the world. We take securitization seriously and integrate with the leading single sign on providers to ensure secure connections at all times to our procurement management solution.

Schedule a Demo

Book a live demo with one of our Senior product experts to find out more:

Planergy Integrates With:

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Oracle NetSuite Logo
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Custom integration? We’ve got you covered!

Book a live demo with one of our Senior product experts to find out more:

How It Works

Managing compliance activities in an organization that may be trading in multiple regions or countries can be difficult. Planergy is flexible to cover the variations across a large company and help enforce internal policy compliance and regulatory compliance in the Procure-to-Pay process automatically. You can take a hands off approach knowing the system is enforcing compliance and tracking every action for easy reviews.

1

Setup

Our implementation experts work with your finance team to map to your existing ERP or accounting software. Our experience ensures you can hit the ground running with minimal disruption and frustration.
2

Purchase

Request, approve, and manage purchase orders efficiently from anywhere on any device with automation of your purchasing process in the Planergy cloud app – independent of your accounting package or ERP.

3

Match

Match invoices against POs in Planergy to eliminate incorrect payments from fraud or manual error – all with a full audit trail of every event, tracked together with copies of all relevant documents.

4

Authorize

Automatically generate bills in your accounting software or ERP for all authorized invoices. Data and documents are imported but are still editable before final payments are processed and made.

We recently asked our customers what they love most about Planergy, and this is what they had to say

“Financial Compliance Automatically Managed”

Restrictive budgets for departments, projects, and individuals ensures there cannot be an overspend without the required sign off.

Powerful approval workflows automates the requirement for correct approval before every order can be sent. With our three-way matching protocol, purchase orders, order receipts, and invoices are aligned automatically, ensuring contract compliance requirements are met. Every action an individual carries out and everything that happens in the procure-to-pay life-cycle of a purchase is fully tracked. Take the headache out of internal and external audits automatically.

“I would recommend Planergy because it can be customized to work with whatever historic procuring process you have. Planergy will result in a step change in both efficiency and compliance.”
Chwarae Teg
Morgan Hart

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“Greater Visibility and Oversight”

With Planergy, see how purchases will impact the budget before you approve them. Full audit trails ensure audit management related to procurement is automated. Purchasing compliance becomes far easier when you can see how your organisation is performing overall, as well as how regions, departments, and users are contributing to the big picture.

“Really helped us with tightening of spend and providing 100% visibility.”
Bindaree Food
Ross O’Connell

“Document Storage and Data Management Compliance”

Celebrate finally moving all of that paperwork to the cloud. All of your procurement and AP documents are stored and organised on our secure servers rather than in cumbersome storage files or on your team’s desktops.

Powerful granular access restrictions at the individual level ensure only the correct people can access data. Ensure your data management and document management policies are implemented and enforce compliance tracking to always have fully auditable compliant data management.

“It is easy to use and can keep everything together. I can now find all the documents in one place!”
LENOVO
James Smith, VP Finance

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Trusted by the leading finance & operations teams across the world