Overview
Planergy is a global Spend Management platform that enables businesses in all industries to manage their Business Spend confidently.
Easy-to-use, intuitive, and powerful Planergy automates and digitizes the entire Procure-to-Pay process for 2 or 3-way matching compliance. Real-time reporting dashboards for spend visibility, approval automation, removing bottlenecks, controlling budgets, and matching.
Planergy delivers significant savings by eliminating maverick spend, off-contract purchasing, reducing invoice fraud, reducing processing costs by up to 80%, and improving compliance and accountability.
PLANERGY P2P + Xero
Planergy controls, tracks, and reports on Business Spend. Powerful, intuitive functionality delivered through an easy to use web app.
Create and approve purchase orders with real-time budget vs actual visibility to make efficient decisions. Streamline approval workflows. Automate invoice processing with OCR and AI technology for true Accounts Payable Automation. Analyze spend and empower accurate financial reporting with powerful dashboards and customizable reports.
Invoices approved for payment in Planergy will be sent to Xero ready to be processed for payment.
Getting started
Planergy integrates easily with Xero. To get started:
- Connect with Xero through the Xero Settings page of the Planergy Control Panel.
- Press the 'Connect To Xero' button
- Then import your Xero data by pressing the ‘Import All Data’
