PLANERGY
by PLANERGY • Founded 2009
Accounts Payable
What is PLANERGY?
PLANERGY is a spend management and AP automation platform for growing businesses. It manages purchase orders, supplier invoices, approval workflows, budget tracking, and three-way matching with integrations to QuickBooks, Xero, and major ERP platforms.
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PLANERGY Features
Invoice automation
Purchase order matching
Approval workflows
Vendor management
Expense reporting
Budget tracking
View All 51 Features
Audit trail
Mobile access
Customizable dashboards
Real time reporting
Integration with erp systems
Fraud detection
Document management
Multi currency support
Tax compliance
Payment scheduling
User permissions
Data import/export
Notifications and alerts
Cloud based access
Bank reconciliation
Commission management
Cash management
Compliance management
Document indexing
Activity tracking
Approval process control
Receipt management
Recurring billing
Invoice processing
Policy management
Online payments
Duplicate payment alert
General ledger entry
Check printing
Commission calculations
Commission tracking
Percentage commissions
Online payment processing
Collections management
Multi language
Data entry
Data verification
Document imaging
Accrual accounting
Customer statements
Check fraud monitoring
Custom fraud parameters
Internal fraud monitoring
Transaction approval
Email / newsletter communication
PLANERGY Resources
PLANERGY Screenshots
Frequently Asked Questions
Is there a free plan or free trial for PLANERGY?
PLANERGY may offer a free plan or trial for new users. You can sign up on their website to explore available options.
How much does PLANERGY cost?
PLANERGY offers flexible pricing plans depending on your business needs. Check their official website for the most current pricing details.
What does PLANERGY integrate with?
PLANERGY integrates with popular tools like QuickBooks, Xero, NetSuite, Salesforce, Zapier, Slack, Google Workspace, and Microsoft Dynamics, making it easy to connect with your existing workflow.
Who is PLANERGY best for?
PLANERGY is ideal for small to medium-sized businesses, finance teams, and accounts payable departments in industries like retail, manufacturing, and services that need robust spend management and AP automation with strong budget controls.
What are the best alternatives to PLANERGY?
Top alternatives include Bill. com for streamlined invoice payments and approvals, Tipalti for global mass payments, AvidXchange for enterprise-level AP automation, Stampli for AI-powered invoice processing, and Plooto for simple ACH payments and reconciliation.
Is PLANERGY GDPR / SOC 2 compliant?
For specific compliance certifications, it's recommended to contact PLANERGY directly or check their security documentation.
Does PLANERGY have a mobile app?
Yes, PLANERGY has a mobile app available for iOS and Android, allowing you to manage approvals and track spending on the go.
What do real users say about PLANERGY?
Users praise PLANERGY for its intuitive interface, powerful automation in approvals and accruals, and detailed audit trails that simplify compliance. Some mention a learning curve for advanced features, but overall satisfaction is high for teams handling high-volume invoices.
How does PLANERGY compare to its top competitor?
Compared to Bill. com, PLANERGY stands out with deeper budget controls and accrual accounting, while Bill. com excels in quick invoice capture and vendor payments. PLANERGY suits teams needing comprehensive spend management, whereas Bill. com is great for payment-focused workflows.
Does PLANERGY offer customer support?
Yes, PLANERGY provides customer support through email, live chat, phone during business hours, and a comprehensive knowledge base with tutorials and guides to help you get the most out of the platform.
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