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Description

Founded in 2009, Planergy Spend Management 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.

Description

Procurify is the Intelligent Spend Management company. We’re on a mission to give all organizations unprecedented visibility and control over their business spend. By bringing more spend under management in one procure-to-pay solution, our customers capture unified spend data that can be harnessed to realize millions of dollars in time and cost savings. Procurify is trusted by hundreds of customers worldwide to manage over US$30 billion dollars of organizational spend.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Microsoft Dynamics GP Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Sage 50 Yes 
Sage Intacct Yes 
Xero Yes 
AppFolio Property Manager No 
Epicor Kinetic No 
Exact Yes 
HxGN EAM Yes 
Jiva Yes 
MYOB AccountRight Yes 
Okta Yes 
SAP Analytics Cloud Yes 
Sage 100 Contractor Yes 
Sage 200 Yes 
Sage 500 No 
Sage Accounting No 
Shift No 
Slack No 

Integrations

Microsoft Dynamics GP Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Sage 50 Yes 
Sage Intacct Yes 
Xero Yes 
AppFolio Property Manager Yes 
Epicor Kinetic Yes 
Exact No 
HxGN EAM No 
Jiva No 
MYOB AccountRight No 
Okta No 
SAP Analytics Cloud No 
Sage 100 Contractor No 
Sage 200 No 
Sage 500 Yes 
Sage Accounting Yes 
Shift Yes 
Slack Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Planergy

Founded

2009

Country

United States

Website

planergy.com

Vendor Details

Company Name

Procurify

Founded

2012

Country

Canada

Website

www.procurify.com

Product Features

Accounts Payable

Approval Process Control Yes 
Bank Reconciliation No 
Cash Management Yes 
Check Writing No 
Duplicate Payment Alert Yes 
Fraud Detection Yes 
General Ledger Entry No 
Vendor Management Yes 

Procure to Pay

Billing & Invoicing No 
Budgeting / Forecasting Yes 
Compliance Management Yes 
Contract Lifecycle Management No 
Financial Reporting Yes 
Integration Management Yes 
Inventory Management Yes 
Order Management Yes 
Vendor Management Yes 

Procurement

Asset Management Yes 
Auction Management No 
Bid Management No 
Budget Management Yes 
Catalog Management Yes 
Contract Management Yes 
Inventory Management Yes 
Invoice Processing Yes 
PunchOut Yes 
Purchase Order Management Yes 
Receiving Yes 
Requisitions & Approvals Yes 
Sourcing Management Yes 
Spend Management Yes 
Supplier Management Yes 

Purchasing

Catalog Management Yes 
Compliance Management Yes 
Contract Management No 
Inventory Management Yes 
Invoice Processing Yes 
PunchOut Yes 
Purchase Order Management Yes 
Requisitions & Approvals Yes 
Sourcing Management Yes 
Spend Management Yes 
Supplier Management Yes 

Spend Management

Approval Workflow No 
Budgeting / Forecasting No 
Expense Tracking No 
Multi-Currency No 
Prepaid Cards No 
Procurement Management No 
Receipt Management No 
Spend Analysis No 
Spend Control No 
Supplier Management No 

Vendor Management

Audit Management Yes 
Contact Management Yes 
Customer Database No 
Self Service Portal Yes 
Supplier Master Data Yes 
Transaction History Yes 
Vendor Maintained Profiles Yes 
Vendor Managed Inventory Yes 
Vendor Performance Rating No 
Vendor Qualification Tracking No 

Product Features

Accounts Payable

Approval Process Control Yes 
Bank Reconciliation No 
Cash Management Yes 
Check Writing Yes 
Duplicate Payment Alert Yes 
Fraud Detection No 
General Ledger Entry Yes 
Vendor Management Yes 

ERP

Accounting Integration Yes 
Accounting Management No 
CRM No 
Dashboard Yes 
Distribution Management No 
Enterprise Asset Management No 
Financial Management Yes 
HR Management No 
Inventory Management No 
Order Management Yes 
Project Management No 
Purchase Order Management No 
Purchasing Yes 
Reporting/Analytics Yes 
Sales Management No 
Supply Chain Management Yes 
Warehouse Management No 

Expense Report

Approval Process Control Yes 
Invoice Management Yes 
Multi-Currency No 
Receipt Management Yes 
Reimbursement Management Yes 
Spend Control Yes 
Time Tracking No 
Workflow Management Yes 

Financial CRM

Account Alerts No 
Asset Management No 
Expense Tracking Yes 
Household Tracking No 
Influence Tracking No 
Lead Management No 
Marketing Management No 
Relationship Tracking No 
Team Assignments No 
Territory Management No 

Order Management

Back Order Management No 
Catalog Management No 
Inventory Management No 
Order Entry No 
Order Fulfillment No 
Order Tracking No 
Recurring Orders No 
Returns Management No 
Shipping Management No 
Special Order Management No 

Procure to Pay

Billing & Invoicing Yes 
Budgeting / Forecasting Yes 
Compliance Management Yes 
Contract Lifecycle Management Yes 
Financial Reporting Yes 
Integration Management Yes 
Inventory Management Yes 
Order Management Yes 
Vendor Management Yes 

Procurement

Asset Management No 
Auction Management No 
Bid Management No 
Budget Management Yes 
Catalog Management Yes 
Contract Management No 
Inventory Management No 
Invoice Processing Yes 
PunchOut Yes 
Purchase Order Management Yes 
Receiving Yes 
Requisitions & Approvals Yes 
Sourcing Management No 
Spend Management Yes 
Supplier Management Yes 

Purchasing

Catalog Management Yes 
Compliance Management No 
Contract Management No 
Inventory Management No 
Invoice Processing Yes 
PunchOut Yes 
Purchase Order Management Yes 
Requisitions & Approvals Yes 
Sourcing Management Yes 
Spend Management Yes 
Supplier Management Yes 

Sourcing

Auction Management No 
Budget Management No 
Collaboration No 
Global Sourcing Management No 
Rfx Management No 
Spend Management Yes 
Supplier Management No 
Supplier Qualification No 
Supplier Risk Management No 
Supplier Web Portal No 
Template Management No 

Spend Management

Approval Workflow Yes 
Budgeting / Forecasting Yes 
Expense Tracking Yes 
Multi-Currency Yes 
Prepaid Cards Yes 
Procurement Management Yes 
Receipt Management Yes 
Spend Analysis Yes 
Spend Control Yes 
Supplier Management Yes 

Vendor Management

Audit Management Yes 
Contact Management Yes 
Customer Database Yes 
Self Service Portal Yes 
Supplier Master Data No 
Transaction History Yes 
Vendor Maintained Profiles Yes 
Vendor Managed Inventory Yes 
Vendor Performance Rating Yes 
Vendor Qualification Tracking Yes 

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