Planergy is a modern Purchase Management and AP Automation platform that extends the functionality of Sage Intacct, allowing you to have everyone on the same system efficiently.

Key Benefits:
It’s easy-to-use, intuitive, and powerful.

Planergy manages and streamlines Requesting, Purchasing, and Approval Processes with automated workflows.

It increases AP efficiency by up to 75% with automated AI Invoice Capture and matching, helping companies scale without increasing head count. Authorized invoices come straight into Sage Intacct with all relevant information populated and ready for payment processing.

Planergy helps strengthen finance controls, delivering significant savings by eliminating maverick spend, invoice fraud, and improving compliance and accountability.

Dashboards, scheduled reports and alerts give Finance Teams real-time visibility on accruals, budgeting, spending and vendor performance.

Syncing data between Sage Intacct and Planergy super powers your financial controls and reporting. Record to Report and track from purchase request in Planergy right through to payment in Sage Intacct.

Any business with 100 to 5000 employees can manage their Business Spend more effectively with company-wide unified buying and approving linked directly to Sage Intacct.
 

• Real-time Spend Dashboards, Alerts & analysis on Accruals, Committed Spend, and Budgets and Vendors
• Advanced Purchase Management - so employees can quickly request and approve new purchases. 
• Easy to use Ticket Request module that allows users to request items and services from a centralized procurement team, without access to vendor information
• Punchout catalogs and Planergy Checkout enable frictionless online purchasing
• Digitize your Business Spend Management process for spend transparency and infinitely faster reconciliation
• Save Up To 10% of Your Spend
• Easy Order and Vendor Invoice Tracking - with audit trails, powerful search and reporting, and invoices synced between Planergy and Sage Intacct for full transparency
• Reduce your Accounts Payable “Process” Costs by Up To 75% with “AP Max” technology working with Sage Intacct's Accounts Payable
• Accelerate your financial close by up to 25% by combining Sage Intacct's existing reports with Planergy's AP and procurement reports   
• Every dollar saved goes straight to your bottom line

System Requirements:
To enable the integration, Sage Intacct users are NOT required to purchase: Sage Intacct Web Services - Developer License

Price:
Starting at $500 per month

Integration Approved Countries:
Canada; United Kingdom; United States;