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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

Transform your business with Tipalti’s comprehensive finance automation solution. Streamline your accounts payables, accelerate global payouts, simplify procurement processes, and optimize employee expenses, all through one integrated platform. With Tipalti’s technology, you'll improve operational efficiency, reduce costs, increase compliance, and gain greater visibility & control over your finances. Experience the power of automation and take your business to the next level. Includes extensive integrations with ERP and accounting platforms, including NetSuite, Sage Intacct, Xero, Microsoft soltuions and Quickbooks.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Microsoft Dynamics GP Yes 
QuickBooks Online Yes 
Sage 50 Yes 
Sage Intacct Yes 
Xero Yes 
BillingPlatform No 
CAKE No 
Certinia Financial Management Cloud No 
Everflow No 
Jiva Yes 
MYOB AccountRight Yes 
Microsoft Dynamics 365 Business Central No 
PayPal No 
SAP Analytics Cloud Yes 
SAP Business ByDesign No 
Sage 100 Contractor Yes 
Sage 300 No 
Sage X3 No 
TUNE No 
Trackdesk No 

Integrations

Microsoft Dynamics GP Yes 
QuickBooks Online Yes 
Sage 50 Yes 
Sage Intacct Yes 
Xero Yes 
BillingPlatform Yes 
CAKE Yes 
Certinia Financial Management Cloud Yes 
Everflow Yes 
Jiva No 
MYOB AccountRight No 
Microsoft Dynamics 365 Business Central Yes 
PayPal Yes 
SAP Analytics Cloud No 
SAP Business ByDesign Yes 
Sage 100 Contractor No 
Sage 300 Yes 
Sage X3 Yes 
TUNE Yes 
Trackdesk Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$129 USD, £119 GBP, €129 EUR
Pricing starts at $99/£99 per month

With scaled pricing packages to fit your business now and in the future, schedule a demo to discuss options for your business.
Free Trial No 
Free Version Yes 

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 No 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

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

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
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

Tipalti

Founded

2010

Country

United States, United Kingdom, Netherlands, Israel

Website

tipalti.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

Accounting

Accounts Payable Yes 
Accounts Receivable No 
Bank Reconciliation Yes 
Billing & Invoicing Yes 
CPA Firms No 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking Yes 
Fixed Asset Management No 
Fund Accounting No 
General Ledger No 
Government No 
Multi-Currency Yes 
Nonprofits Yes 
Payroll Management No 
Project Accounting No 
Purchase Orders Yes 
Tax Management Yes 

Accounts Payable

Approval Process Control Yes 
Bank Reconciliation Yes 
Cash Management Yes 
Check Writing Yes 
Duplicate Payment Alert Yes 
Fraud Detection Yes 
General Ledger Entry Yes 
Vendor Management Yes 

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing No 
Customer Portal Yes 
Customizable Invoices No 
Dunning Management Yes 
Hourly Billing No 
Invoice History Yes 
Mobile Payments Yes 
Multi-Currency Yes 
Online Invoicing Yes 
Online Payments Yes 
Payment Processing Yes 
Project Billing No 
Recurring/Subscription Billing No 
Service Ticket Billing No 
Tax Calculator Yes 

Expense Report

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

Payment Processing

ACH Check Transactions Yes 
Bitcoin Compatible No 
Debit Card Support Yes 
Gift Card Management No 
Mobile Payments Yes 
Online Payments Yes 
POS Transactions No 
Receipt Printing Yes 
Recurring Billing Yes 
Signature Capture Yes 

Procurement

Asset Management Yes 
Auction Management Yes 
Bid Management Yes 
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 Yes 
Inventory Management Yes 
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 No 
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 No 
Self Service Portal Yes 
Supplier Master Data Yes 
Transaction History Yes 
Vendor Maintained Profiles Yes 
Vendor Managed Inventory No 
Vendor Performance Rating No 
Vendor Qualification Tracking Yes 

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