Planergy

Who Uses Planergy?

Financial or Purchasing Managers in organizations with between 50 and 1000 employees, who wish to automate the processing and management of expenditure by their staff.

What Is Planergy?

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 Details

Planergy

https://planergy.com/

Founded 2009

Planergy Software - You can use all of our features from anywhere on any device with an internet connection.
Planergy Software - PLANERGY offers an intuitive dashboard that makes ordering a snap. Pre-populated data including approved supplier lists, item catalogues, and delivery locations ensure correct info is automatically filled each time, eliminating errors and saving time.
Planergy Software - With PLANERGY each purchase is tracked from order to payment, with all documents and correspondence attached to the PO record. You'll know who ordered, who approved and who received each order, eliminating the risk of budget-killing maverick purchases.
Planergy Software - PLANERGY offers advanced, automatically generated, fully filterable financial reporting. See exactly what you are buying, how much, from which suppliers, who is approving it, where it is going and committed spend figures in seconds.
Planergy Software - You can use all of our features from anywhere on any device with an internet connection. - thumbnail
Planergy Software - PLANERGY offers an intuitive dashboard that makes ordering a snap. Pre-populated data including approved supplier lists, item catalogues, and delivery locations ensure correct info is automatically filled each time, eliminating errors and saving time. - thumbnail
Planergy Software - With PLANERGY each purchase is tracked from order to payment, with all documents and correspondence attached to the PO record. You'll know who ordered, who approved and who received each order, eliminating the risk of budget-killing maverick purchases. - thumbnail
Planergy Software - PLANERGY offers advanced, automatically generated, fully filterable financial reporting. See exactly what you are buying, how much, from which suppliers, who is approving it, where it is going and committed spend figures in seconds. - thumbnail

Compare Planergy with similar products

Starting price

US$14.99/month
US$499.00/month
US$20,000.00/year
US$390.00/month

Free Version

Free Version No
Free Version No
Free Version No
Free Version No

Free Trial

Free Trial Yes
Free Trial No
Free Trial No
Free Trial No

Planergy deployment and support

Support

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base Software
  • Phone Support
  • 24/7 (Live rep)
  • Chat

Deployment

  • Cloud, SaaS, Web-based
  • Mac (Desktop)
  • Windows (Desktop)
  • Linux (Desktop)
  • Chromebook (Desktop)

Training Software

  • In Person
  • Live Online
  • Documentation

Planergy Features

  • 1099 Preparation
  • ACH Payment Processing
  • API
  • Accounting Integration
  • Accounting Software
  • Activity Dashboard
  • Aging Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Audit Management
  • Audit Trail
  • Bank Reconciliation
  • Billing & Invoicing
  • Cash Flow Management
  • Cash Management
  • Check Writing
  • Compliance Management
  • Configurable Workflow
  • Customizable Reports
  • Data Extraction Software
  • Data Import/Export
  • Document Management Software
  • Document Storage
  • Duplicate Payment Alert
  • ERP
  • Electronic Funds Transfer
  • Electronic Payments
  • Expense Tracking
  • Financial Analysis
  • Financial Management Software
  • Fraud Detection
  • General Ledger
  • Inventory Management Software
  • Invoice Management
  • Invoice Processing
  • Mobile Access
  • Multi-Currency
  • PO Reconciliation
  • Purchase Order Management
  • Real Time Data
  • Real Time Reporting
  • Receipt Management
  • Recurring Payments
  • Reporting & Statistics
  • Reporting/Analytics
  • Status Tracking
  • Supplier Management
  • Third Party Integrations
  • Vendor Management Software
  • Workflow Management Software

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  • Billing & Invoicing
  • Budget Control
  • Budgeting/Forecasting
  • Cash Flow Management
  • Cash Management
  • Chart of accounts
  • Collaboration Tools
  • Consolidation/Roll-Up
  • Customizable Reports
  • Dashboard Creation
  • Data Import/Export
  • Data Visualization Software
  • Drag & Drop
  • Expense Management
  • Financial Analysis
  • Financial Management Software
  • Forecasting
  • General Ledger
  • Income & Balance Sheet
  • Invoice Management
  • Multi-Company
  • Multi-Currency
  • Multi-Department/Project
  • Planning Tools
  • Profit/Loss Statement
  • Projections
  • Purchase Order Management
  • Real Time Analytics
  • Real Time Data
  • Real Time Reporting
  • Real-time Updates
  • Receipt Management
  • Reporting & Statistics
  • Reporting/Analytics
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  • Ad hoc Analysis
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  • Configurable Workflow
  • Customizable Reports
  • Customization
  • Dashboard Creation
  • Data Capture and Transfer
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  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
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  • Audit Management
  • Audit Trail
  • Bid Management
  • Billing & Invoicing
  • Budget Control
  • Budgeting/Forecasting
  • Cataloging/Categorization
  • Collaboration Tools
  • Compliance Management
  • Configurable Workflow
  • Contract/License Management
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Document Storage
  • ERP
  • Fixed Asset Management Software
  • Inventory Management Software
  • Invoice Management
  • Invoice Processing
  • Multi-Currency
  • Order Management Software
  • Order Tracking
  • Procurement Management
  • Projections
  • Purchase Order Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Data
  • Real Time Reporting
  • Receiving/Putaway Management
  • Reporting & Statistics
  • Requisition Management
  • Search/Filter
  • Sourcing Management
  • Spend Analysis
  • Spend Control
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  • Supplier Management
  • Third Party Integrations
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  • Workflow Management Software

View full list of Procurement Software

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  • Access Controls/Permissions
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  • Accounting Software
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  • Budgeting/Forecasting
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  • Contract/License Management
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  • Customizable Templates
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  • Purchasing & Receiving
  • Purchasing Reports
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  • Real Time Data
  • Real Time Reporting
  • Receipt Management
  • Reporting & Statistics
  • Requisition Management
  • Search/Filter
  • Shipping Management
  • Sourcing Management
  • Spend Analysis
  • Spend Control
  • Spend Management Software
  • Supplier Management
  • Third Party Integrations
  • User Management
  • Vendor Management Software
  • Warehouse Management Software
  • Workflow Management Software

View full list of Purchasing Software

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  • Accounting Integration
  • Accounting Software
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
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  • Approval Workflow
  • Audit Management
  • Audit Trail
  • Billing & Invoicing
  • Budget Control
  • Budgeting/Forecasting
  • Categorization/Grouping
  • Compliance Management
  • Configurable Workflow
  • Credit Card Management
  • Customizable Reports
  • Data Import/Export
  • ERP
  • Expense Claims
  • Expense Tracking
  • Financial Management Software
  • Invoice Management
  • Invoice Processing
  • Multi-Currency
  • Prepaid Cards
  • Procurement Management
  • Purchase Order Management
  • Purchasing & Receiving
  • Real Time Analytics
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Receipt Management
  • Reimbursement Management
  • Reminders
  • Reporting & Statistics
  • Requisition Management
  • Rules-Based Workflow
  • Spend Analysis
  • Spend Control
  • Supplier Management
  • Third Party Integrations
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  • Transaction History
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  • Alerts/Notifications
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  • Billing & Invoicing
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  • Risk Assessment
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  • Single Sign On Software
  • Sourcing Management
  • Summary Reports
  • Supplier Management
  • Task Management Software
  • Third Party Integrations
  • Transaction History
  • User Management
  • Vendor Management Software
  • Vendor Master Data Management
  • Vendor Payment
  • Workflow Management Software

View full list of Vendor Management Software

Planergy Alternatives

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Planergy Reviews

Read all reviews

Overall rating

4.4/5

Average score

Ease of Use 4.5
Customer Service Software 4.5
Features 4.7
Value for Money 4.7

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Verified Reviewer
Freelance Writer
Marketing & Advertising, Self Employed
Used the Software for: 1-5 months
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support Software
  • Value for Money
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2018-11-29

"Everything You Need for P2P Process"

Pros: Everything is easy to use - and accessible online so there's no need to maintain hardware or install software.

Cons: No complaints, as I have been happy with everything so far. If you need fewer than 5 licenses, it may not be the best investment for you, as that's the minimum you get.

  • Reviewer Source 
  • Reviewed on 2018-11-29
Camille M.
Purchasing Agent
Construction, 1,001-5,000 Employees
Used the Software for: 1+ year
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support Software
  • Value for Money
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2018-05-22

"Efficient, easy and reliable product"

Comments: We are able to limit department spending and set approval rules with this software.

Pros: I had demo of several purchase control software. I decided to use this software because we needed customized approval rules, custom field on order and this software offered the best value for money we could spend on purchasing software. Software works fine, support is efficient, there was free upgrade to new version.

Cons: I would like to have an inventory module, so that we could further manage all received items and manage warehouse.

  • Reviewer Source 
  • Reviewed on 2018-05-22
Matt Y.
Purchasing Agent
  • Overall Rating
  • Ease of Use
  • Features & Functionality
    Unrated
  • Customer Support Software
  • Value for Money
    Unrated
  • Likelihood to Recommend
    Unrated
  • Reviewer Source 
  • Reviewed on 2014-08-21

"Ok Purchasing product"

Comments: Pros: It is a very basic system and is not hard to teach someone how to use it. If you need a basic system just to do minimal purchase monitoring, then this system will work for you. Cons: Its very basic. You can not rely on it to monitor inventory, complex or high volume purchases ($100k+ orders), and worse of all you can not rely on it for credit memos and job spending monitoring. Customer support is very slow to respond. Overall would not recommend this system if you are a million dollar + sales business.

  • Reviewer Source 
  • Reviewed on 2014-08-21
Viv W.
Finance Director
Construction, 11-50 Employees
Used the Software for: 6-12 months
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support Software
  • Value for Money
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 2016-11-03

"Good web based Purchase Order system"

Comments: We wanted a PO system that stood alone and wasn't part of our accounts package to allow us to use it on site iPads and remotely and this does it very well.

Pros: Web based and easy to use

Cons: Same reason that I like but if no internet then we can't use it

  • Reviewer Source 
  • Reviewed on 2016-11-03
Tim G.
MD
  • Overall Rating
  • Ease of Use
  • Features & Functionality
    Unrated
  • Customer Support Software
  • Value for Money
    Unrated
  • Likelihood to Recommend
    Unrated
  • Reviewer Source 
  • Reviewed on 2010-07-08

"You can not control costs without POcontorl"

Comments: any company that has people in there office buying anything needs this. if we stopped using out financial controller would Quit.

Pros: It has saved my company thousands of euros in unnecessary purchases and petty theft . Every one who buys something in the company has to use the POcontrol software . we can control spending on a day to day bases if we wish . When we rolled out POcontrol we started seeing savings instantly and now all of our spending is controlled down to the last penny ......... Not having POcontrol is like trying to run a business without email !!!!!!!!

Cons: there is none , hopefully they will release a mobile phone version so our field staff will be controlled too.

  • Reviewer Source 
  • Reviewed on 2010-07-08