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PLANERGY

PLANERGY

Overview

What is PLANERGY?

PLANERGY s a SaaS-based spend management system that gives businesses more control over their financial operations. PLANERGY automates the entire Procure-to-Pay and AP Automation process giving real-time reporting dashboards, approval automation, to remove bottlenecks, control budget management and match Purchase…

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Recent Reviews

TrustRadius Insights

Users have found that the software is a valuable tool for controlling costs and tracking corporate purchases. By preventing wasteful …
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Pricing

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What is PLANERGY?

PLANERGY s a SaaS-based spend management system that gives businesses more control over their financial operations. PLANERGY automates the entire Procure-to-Pay and AP Automation process giving real-time reporting dashboards, approval automation, to remove…

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://planergy.com/#schedule-demo-form

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Demos

PLANERGY [demo]

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Product Details

What is PLANERGY?

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

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

PLANERGY:

•10+ years of Procurement and AP Automation experience

•1000+ companies rely on PLANERGY across various sectors

•$12 billion in spend managed


The vendor states that PLANERGY can save:

•50% of Order Processing Time

•80% of Accounts Payable Processing work

•Accelerate monthly close by up to 30%


PLANERGY’s platform integrates with accounting software and ERPs including Oracle, SAP, NetSuite, Sage, Quickbooks, and Xero.

PLANERGY Features

  • Supported: Purchasing & Receiving
  • Supported: Requisition Management
  • Supported: Spend Management
  • Supported: Search/Filter
  • Supported: Order Processing
  • Supported: Purchasing Reports
  • Supported: User Management
  • Supported: Reminders
  • Supported: Single Sign On
  • Supported: Vendor Master Data Management
  • Supported: Procurement Management
  • Supported: Customizable Templates
  • Supported: Self-Service Reporting
  • Supported: Real Time Analytics
  • Supported: Budget Control
  • Supported: Asset Management
  • Supported: Third Party Integrations
  • Supported: Supplier Management
  • Supported: Workflow Management
  • Supported: Purchase Order Management

PLANERGY Screenshots

Screenshot of You can use all of our features from anywhere on any device with an internet connection.Screenshot of PLANERGY offers an intuitive dashboard that makes ordering a snap.Screenshot of With PLANERGY your accounts payable team has visibility of the entire procurement process to see if the vendor invoice matches a corresponding PO.Screenshot of PLANERGY offers advanced, automatically generated, fully filterable financial reporting that provide you an accurate picture of the finances in the organization.

PLANERGY Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
Supported CountriesAll countries although most customers in US, Canada, Australia, UK and Ireland
Supported LanguagesEnglish
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Comparisons

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Reviews and Ratings

(1)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Users have found that the software is a valuable tool for controlling costs and tracking corporate purchases. By preventing wasteful purchasing and holding people accountable for their budgets, the product helps save money. It provides greater control and accountability, eliminating inefficiency and unauthorized spend, which in turn saves time and money. The automated workflows have been especially praised as a significant time-saver, improving budget and spend control. Customers appreciate the software's ability to streamline the purchasing process, eliminate unnecessary paperwork, and ensure that costs hit the right budget through its detailed coding capability. Additionally, users have experienced time savings in purchase order management and approval, as well as uploading invoices. The software not only helps users gain spend visibility but also ensures that they pay the best price for goods or services. Users have reported faster, better-documented, and more efficient purchasing processes with the software. They have appreciated how it saves them lots of administration time while providing valuable insights through spend analytics. The easy purchase order management and data accessibility offered by the software have also been highly valued by users. Overall, the software has proved effective in managing budgets, streamlining procurement processes, providing transparency, eliminating paperwork, and making invoice generation easier. Although some users have expressed a desire for faster operations in certain areas, the software has received positive feedback for its ease of use and quick rollout across multiple locations. It is recommended for companies looking to control spending effectively and apply the right level of authority in their purchase management.

Simplicity and Robustness: Users have consistently praised Planergy for its simple and robust system, with some describing it as a one-stop hub for purchase orders and accounts payable. The intuitive user interface makes tasks such as creating purchase orders quick and easy, leading to increased efficiency in procurement processes.

Excellent Reporting Capabilities: Many reviewers have highlighted the exceptional reporting capabilities of Planergy. With its intuitive dashboard and template-based approach, users can easily create purchasing orders by using previous orders as templates or selecting from a list. This feature enables businesses to capture all cost codes effectively and generate valuable reports, enhancing collaboration between procurements and accounts payable.

Exceptional Customer Support: The customer support provided by Planergy has received high praise from users. Reviewers describe the support team's responses as quick, clear, and reliable. This level of support ensures that any issues or inquiries are addressed promptly, allowing users to fully utilize the software's features without interruptions or delays.

Difficult to revise purchase orders after approval: Some users have expressed dissatisfaction with the difficulty of revising a purchase order after it has been approved. They find it inconvenient that the system does not allow them to easily make changes or delete orders that are no longer relevant.

Limitations in functionality causing frustration: Several users have mentioned limitations in the product's functionality that have caused frustration for them. These limitations include difficulties in revising purchase orders and the inability to easily make changes or delete orders.

Search results getting lost when clicking on purchase orders: Users have reported an issue where clicking on a purchase order causes the search results to be lost. This inconvenience makes it harder for users to navigate and find specific purchase orders within the system.

Reviews

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Score 9 out of 10
Vetted Review
Verified User
Incentivized
I use Planergy as our purchase order system, to generate and track purchase orders to a wide variety of vendors. We use this sytem as a search tool, also, to search for past purchases and vendors and make our purchasing function faster and easier. I use it almost on a daily basis.
  • The search function allows me to review old purchases very easily.
  • The vendor database that we created is very helpful for easily contacting vendors.
  • The "replicate" function allows me to quickly and easily duplicate an old purchase with minimal time and effort. We often buy the same products from the same vendor throughout the year.
  • Creating unique purchase order numbers for each of our orders allows us to track them easily.
  • We also like the quick and easy approval process for getting purchase orders approved.
  • I don't like the fact that I cannot click on the "back" arrow in my browser and go back to my original search. I must click the "back" button inside Planergy to get back to my original search.
  • I don't like the fact that it is not easy to revise a purchase order after it is approved.
  • I don't like the fact that I cannot change or delete an order that is no longer relevant.
Planergy is a great tool for those who make purchasing decisions and need to actually purchase parts, supplies, tools, etc from vendors. I typically use it daily, and sometimes multiple times per day. I find that I sometimes have to bypass it if I need to make an immediate purchase and do not have the time to wait for P.O. approvals, but that is not the fault of this software.
  • Creating unique purchase order numbers for vendor orders.
  • Creating a valuable vendor database of vendors we buy from.
  • Allowing us to search the purchasing database to see what and where we have bought from in the past.
  • Planergy has a positive impact on accounts payable to be able to track purchases easily.
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