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Average Ratings 26 Ratings

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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

Yooz provides the smartest, most powerful, and easiest-to-use cloud-based E-invoicing and Purchase-to-Pay (P2P) automation solution. It delivers unmatched savings, speed, and security with affordable zero-risk subscriptions to more than 5,000 customers and 300,000 users worldwide. Yooz’s unique solution leverages Artificial Intelligence and RPA technologies to deliver an amazing level of automation with extreme simplicity, traceability, and end-to-end customizable features. It integrates E-invoicing and AP Automation into information systems or ERPs with more than 250 native connectors, exceeding any other solution on the market. Yooz is a fast-growing, award-winning, SaaS innovator that is the perfect fit for organizations across all sectors. It has been recognized as a Great Place to Work®, AP Automation Software Top Performer by Featured Customers, Top 100 Fastest Growing Products by G2, Top AP Solution Provider by CFO Tech Outlook, AP/Invoicing Product of the Year Winner by Document Manager and Top 50 Company to Watch by Spend Matters. Yooz North America is headquartered in the Dallas, Texas metropolitan area with global offices in Europe.

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 Intacct Yes 
Xero Yes 
Acumatica Cloud ERP No 
Advent DMS No 
Aptean Distribution ERP No 
Dealertrack DMS No 
Epicor Kinetic No 
HxGN EAM Yes 
Mapal Culture Suite No 
NetSuite No 
OneLogin Yes 
Oracle Virtual Cloud Network Yes 
PBS™ Accounting No 
QuickBooks Desktop Pro No 
Sage 100 Contractor Yes 
Sage 300 No 
Sage 50 Yes 

Integrations

Microsoft Dynamics GP Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Sage Intacct Yes 
Xero Yes 
Acumatica Cloud ERP Yes 
Advent DMS Yes 
Aptean Distribution ERP Yes 
Dealertrack DMS Yes 
Epicor Kinetic Yes 
HxGN EAM No 
Mapal Culture Suite Yes 
NetSuite Yes 
OneLogin No 
Oracle Virtual Cloud Network No 
PBS™ Accounting Yes 
QuickBooks Desktop Pro Yes 
Sage 100 Contractor No 
Sage 300 Yes 
Sage 50 No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

Subscription price based on the volume of documents processed with an unlimited number of internal users.
Free Trial Yes 
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 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

Yooz

Founded

2013

Country

United States

Website

www.getyooz.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 Yes 
Cash Management Yes 
Cryptocurrency Support No 
Expense Tracking No 
Fixed Asset Management No 
Fund Accounting No 
General Ledger Yes 
Government No 
Multi-Currency Yes 
Nonprofits Yes 
Payroll Management No 
Project Accounting Yes 
Purchase Orders Yes 
Tax Management Yes 

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 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 No 
Multi-Currency Yes 
Online Invoicing No 
Online Payments No 
Payment Processing Yes 
Project Billing Yes 
Recurring/Subscription Billing Yes 
Service Ticket Billing No 
Tax Calculator Yes 

Budgeting

"What If" Scenarios No 
Asset Planning Yes 
Balance Sheet No 
Capital Asset Planning No 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger Yes 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 
Project Budgeting Yes 
Run Rate Tracking No 
Version Control 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 

Purchasing

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

Alternatives

Digital Purchase Order Reviews

Digital Purchase Order

LeBog Software GmbH

Alternatives