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features
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support

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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

Introducing a comprehensive procurement application designed for teams that excel at multitasking. This solution integrates budget oversight, procurement processes, and spending insights into a single platform. It simplifies financial management for budget holders and their support teams, eliminating the hassle of juggling requests from various channels like email, Slack, or Jira. With intuitive workflows, the purchasing process becomes seamless and user-friendly. Gather all requests in one centralized location, utilizing a singular workflow that feels conversational by posing a few questions at a time. Vendors and contracts can be incorporated immediately or at a later date, allowing for flexibility. As you navigate through transactions, you can build and modify purchase plans from the ground up. The approval process can engage multiple departments including procurement, IT, legal, and finance, ensuring that all relevant parties are included through adaptive workflows. This way, collaboration is enhanced, making the entire procurement experience more efficient and responsive.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
Sage Intacct Yes 
Amazon Web Services (AWS) No 
Exchequer Yes 
Google Cloud Platform No 
HxGN EAM Yes 
Jiva Yes 
MYOB AccountRight Yes 
Microsoft 365 No 
Microsoft Dynamics GP Yes 
Microsoft Excel No 
NetSuite No 
OneLogin Yes 
Oracle Virtual Cloud Network Yes 
QuickBooks Online Advanced Yes 
Sage 100 Contractor Yes 
Sage 200 Yes 
Sage 50 Yes 
Twinfield Yes 
Xero Yes 

Integrations

QuickBooks Online Yes 
Sage Intacct Yes 
Amazon Web Services (AWS) Yes 
Exchequer No 
Google Cloud Platform Yes 
HxGN EAM No 
Jiva No 
MYOB AccountRight No 
Microsoft 365 Yes 
Microsoft Dynamics GP No 
Microsoft Excel Yes 
NetSuite Yes 
OneLogin No 
Oracle Virtual Cloud Network No 
QuickBooks Online Advanced No 
Sage 100 Contractor No 
Sage 200 No 
Sage 50 No 
Twinfield No 
Xero No 

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 No 
iPad App No 
Android App No 
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) 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 No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Planergy

Founded

2009

Country

United States

Website

planergy.com

Vendor Details

Company Name

Trace

Founded

2017

Country

United States

Website

www.tracehq.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

Budgeting

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

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 

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