Overview
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What is Planergy?
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Overall experience with Planergy
“Planergy Software Enhances Procurement but Experiences Unplanned Maintenance Disruptions”
About Company
Company Description
Planergy, with its global network of offices, provides a Spend Management platform, designed to assist mid-market businesses across various industries. With its easy-to-use user interface, onboarding is made faster. The platform automates the entire Procure-to-Pay and AP Automation process, offering real-time reporting dashboards, approval automation, bottleneck removal, budget management control, and alignment of Purchase Orders with Receiving and AP Automation. Through the digitization of the Procure-to-AP-Automation process, Planergy offers substantial savings. It eradicates rogue purchasing and off-contract buying, reduces invoice fraud, and enhances compliance and accountability. The AP-Automation aspect significantly reduces the processing time necessary for entering and three-way matching purchase orders to deliveries to vendor invoices, utilizing OCR, Machine Learning, and A.I.
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Reviewer Insights for: Planergy
Performance of Planergy Across Market Features
Planergy Likes & Dislikes
Availability of effective features for financial management, account payable and receivables. Procurement centralisation and automation capabilities. I like the effectiveness of the software in budgeting and forecasting. Planergy is well suited for requisitions and approvals. Software user-friendliness and availability of quality customer support services available in both phone calls and online chat. Easy deployment and implementation of the software even to beginners.
1. End-to-End Procurement Automation 2. Improved spend visibility & control 3. User-Friendly Interface 4. Strong Approval Workflows
Strong approval workflows and spend visibility
The software is extensive and user-friendly except that we have been facing issues of unplanned software maintenance which affects our service delivery.
1. Initial configuration can be time consuming 2. Limited Advanced Analytics 3. Change Management Required for Adoption
limited customization and reporting flexibility
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Planergy Reviews and Ratings
- Business Partner50M-1B USDServices (non-Government)Review Source
Planergy Software Enhances Procurement but Experiences Unplanned Maintenance Disruptions
We use Planergy as our procure to pay software. The software enables us to have full control of our financial processes and operations. Use of the product has has saved us a lot of time in order processing and ensured financial growth and stability in our organisation. Planergy is easy to use, customizable and integrates flawlessly with other systems such as Sage 200, Xero,QuickBooks and Jiva among other tools. - Management1B-10B USDMediaReview Source
Improved Spend Control Meets Setup Challenges And Limited Advanced Analytics Features
Strong procurement control and visibility; setup needs effort but delivers clear efficiency gains - Data Analyst And Process Improvement<50M USDRetailReview Source
Streamlined AP automation with strong controls
Efficient Accounts payable automation with strong workflow visibility - Asst. General Manager (Electrical)1B-10B USDEnergy and UtilitiesReview Source
Planergy Application: Streamlining Procurement Processes Efficiently
The features offered by the Planergy application can be described as rather effective for our procurement processes. If Planergy had more extensive reporting options or templates by categories it presented itself as quite limited.



