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What is Planergy?

PLANERGY s a SaaS-based spend management system that gives businesses more control over their financial operations.

Founded in 2009, PLANERGY is Headquartered in Boston and Dublin and has offices in the UK, Serbia and Poland, it helps over 1000 businesses worldwide to process in excess of $12 billion in Business Spend.

PLANERGY is a global Spend Management platform that enables mid-market businesses in all industries to manage their Business Spend confidently. It’s easy-to-use, intuitive, user interface allows for onboarding in weeks instead of months.

PLANERGY automates the entire Procure-to-Pay and AP Automation process giving immediate real-time reporting dashboards, approval automation, removing bottlenecks, controlling budget management and matching Purchase Orders, with Receiving, with AP Automation.

PLANERGY delivers significant savings by digitizing the Procure-to-AP-Automation process, eliminating maverick purchasing, off-contract purchasing, reducing invoice fraud, and improving compliance and accountability.

AP-Automation removes up to 80% of the processing time required to enter and 3-way match purchase orders to deliveries to vendor invoices using OCR, Machine Learning and A.I.

Book a discovery call today and be amazed at how much your business can save with PLANERGY.

Planergy Awards

Planergy currently scores 90/100 (Top 3 in Procurement) in the Procurement category. This is based on user satisfaction (98/100), press buzz (47/100), recent user trends (rising), and other relevant information on Planergy gathered from around the web.

The score for this software has improved over the past month. What is this?

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Procurement Market Radar

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Planergy Product Overview

Languages Supported: English

Procurement Software Buyer Guide 2024

Product recommendations, vendor rankings, market overview and tips on how to select Procurement software for business. Published in June 2024.

Procurement processes are highly regulated and automated. Procurement software assists users in navigating this terrain with highly specific functions like workflow generators, bidding assistants, ad-hoc value analysis or RFI, RFQ and RFP automation. Procur...


Planergy Features

  • 2-Factor Authentication
  • Accounts Payable
  • Accounts Receivable
  • API
  • Balance Sheet
  • Batch Permissions & Access
  • Billing/Invoicing
  • Budgeting
  • Calendar Management
  • Contact Management
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Expense Tracking
  • External Integrations
  • Forecasting
  • General Account Ledger
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-Currency
  • Multi-User
  • Notifications
  • P&L
  • Password & Access Management
  • Payroll
  • Project Management
  • Scheduling
  • Supplier Management
  • Tax Management
  • Third-Party Plugins/Add-Ons
  • Travel Management
  • Shipping Management
  • Order management
  • BitCoin
  • SAP Integration
  • Route Optimization

Planergy FAQs

Does Planergy offer guides, tutorials and or customer support?

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.

Who are the main user groups of Planergy?

Dental Chains, Home Cares, Construction, Marketing, Nonprofits, Law Enforcement Offices, Software Companies, Property Development. Actively growing companies and companies currently using paper-based or excel purchase orders. Companies handling multiple purchases from different locations. PLANERGY serves various group of users across different industries. Perhaps most importantly, it gives you the flexibility to automate the purchasing process based on your unique business—regardless of industry.

Does Planergy offer an API?

YES. If we don’t have an existing direct integration option for your software, we offer custom API integrations and custom exports to integrate with almost any software.

What is Planergy generally used for?

Procure-to-Pay Automation, Spend Management, Budgeting, AP Automation, Workflow Efficiency, Compliance.

What platforms does Planergy support?

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 offer multi-user capability (e.g. teams)?


Does Planergy integrate with any other apps?

PLANERGY integrates with most accounting software and ERPs including Oracle, SAP, NetSuite, Sage, Quickbooks, Xero and many more.

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