Planergy

Planergy is a cloud-based procure-to-pay platform that brings purchasing, purchase orders, approvals, and accounts payable into one system. It is designed to replace manual, error-prone processes such as spreadsheets, email approvals, and paper invoices, giving finance and operations teams real-time visibility into budgets, committed spend, and outstanding payments.

The platform includes purchase request management, automated approval workflows, purchase order automation, goods receiving, vendor management, expense claims, and real-time budget tracking. Its accounts payable module uses AI, machine learning, and OCR to capture and code invoices, with 2- and 3-way matching to flag discrepancies and prevent duplicate payments. Spend analytics and reporting provide live dashboards and audit trails. A mobile app supports approvals, expense submission, purchase order management, and goods receipt confirmation. Planergy integrates with ERP and accounting systems including QuickBooks, Sage, NetSuite, and Microsoft Dynamics, and supports PunchOut catalogs from supplier sites. Approvals can be routed through email, mobile, Slack, or Microsoft Teams.

Planergy is aimed at mid-market organizations, particularly those with distributed teams, high invoice volumes, or strict compliance requirements. It is described as scalable for organizations ranging from 100 to 5,000 staff. The pages do not specify a free plan, trial period, or pricing model.