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Planergy Reviews & Product Details

Planergy Overview

What is Planergy?

Planergy s a SaaS-based spend management system that gives businesses more control over their financial operations. 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. You’re In Good Company: • 10+ years of Procurement and AP Automation experience • 1000+ companies rely on Planergy across various sectors • $12 billion in spend managed • Financially stable with strong growth Saving Customers Up to: • 50% of Order Processing Time • 80% of Accounts Payable Processing work • Accelerating monthly close by up to 30% Planergy’s flexible platform integrates with most accounting software and ERPs including Oracle, SAP, NetSuite, Sage, Quickbooks, Xero and many more.

Planergy Details
Languages Supported
English
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Product Description

Planergy is a SaaS-based spend management system that gives businesses more control over their financial operations.


Seller Details
Seller
PLANERGY
Year Founded
2009
HQ Location
Boston, US
Twitter
@planergy
349 Twitter followers
LinkedIn® Page
www.linkedin.com
17 employees on LinkedIn®

Milos K.
MK
Overview Provided by:
Digital Marketing Manager at PLANERGY

Recent Planergy Reviews

CM
Cristian M.Mid-Market (51-1000 emp.)
5.0 out of 5
"Planergy is a powerful and intuitive procurement system"
Planergy is a simple, robust, intuitive system with excellent reporting and superb customer service.
Tim G.
TG
Tim G.Small-Business (50 or fewer emp.)
5.0 out of 5
"We Love Planergy because it increases our Profits"
Its easy to set up, all information is in one hub , it streamlines our Purchase Orders and Accounts Payable, our staff love it because all purchasi...
Verified User
E
Verified UserSmall-Business (50 or fewer emp.)
4.5 out of 5
"We love Planergy - it does what we need it to do"
Set up and user roll out was fairly painless. We can get the information we need out of it - reporting is strong. Great for Purchase order manageme...
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Planergy Media

Planergy Demo - PLANERGY-P2P-Home
You can use all of our features from anywhere on any device with an internet connection.
Planergy Demo - PLANERGY-P2P-New-Order
PLANERGY offers an intuitive dashboard that makes ordering a snap. Pre-populated data including approved supplier lists with agreed payment terms, item catalogues, and delivery locations ensure correct information is automatically filled every time, eliminating errors and saving time. Use a previ...
Planergy Demo - PLANERGY-P2P-AP-Automation
With PLANERGY your accounts payable team has visibility of the entire procurement process to see if the vendor invoice matches a corresponding PO. You'll know who ordered, who approved and who received each order, eliminating the risk of budget-killing maverick purchases. Each purchase is tracked...
Planergy Demo - PLANERGY-P2P-Reporting
PLANERGY offers advanced, automatically generated, fully filterable financial reporting that provide you an accurate picture of the finances in the organization. See exactly what you are buying, how much, from which suppliers, who is approving it, where it is going, committed spend and goods rec...
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34 Planergy Reviews

4.9 out of 5
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34 Planergy Reviews
4.9 out of 5
34 Planergy Reviews
4.9 out of 5

Overall Review Sentiment for PlanergyQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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G2 reviews are authentic and verified.
Marko K.
MK
Head Of Web Development
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
(Original )Information
What do you like best about Planergy?

Makes working easier and you can easily follow up on outstanding as the interface clearly shows you

what has been used up and what is remaining in your budget, gives you complete visibility and control

over all your spend Review collected by and hosted on G2.com.

What do you dislike about Planergy?

The search functionality in a list could be more robust. Most items won't pop up unless you get the

word and spelling exactly right. The solution works well with our IT team, no other cons found. Review collected by and hosted on G2.com.

What problems is Planergy solving and how is that benefiting you?

It has helped me and my team track all our IT spendings against our approved budget. It is easy to

use and user-friendly from a user or an admin perspective. Review collected by and hosted on G2.com.

Michael C.
MC
Director
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Planergy?

It is easy to set up, it is easy to use, it provides us with really useful reports and the information hub has been invaluable. Review collected by and hosted on G2.com.

What do you dislike about Planergy?

Nothing. For us the positives arising out of Planergy since day one have been excellent. Review collected by and hosted on G2.com.

Recommendations to others considering Planergy:

Signing up with Planergy has been an excellent decision. It brought order and efficiency to our procurement and payment process. Once we were up and running the spend analytics became really useful management tool. Review collected by and hosted on G2.com.

What problems is Planergy solving and how is that benefiting you?

We have saved lots of administration time. Our purchase order process is now orderly and easy to work with. As a result we have fewer loose ends and our accounts payable process is also easier to work with. The Spend analytics have given us some interesting and valuable insights. Review collected by and hosted on G2.com.

Verified User in Research
AR
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Planergy?

Fantastic software: Very user friendly, authority and access levels set exactly as a company needs them, full audit trails throughout, links with Sage. Support/ helpline second to none, always a fast response and problem always solved. Purchased to satisfy an observation (PO control process could be improved) during external audit, no queries from audit team since. Good value for money. System can be configured to suit requirements, you can make it more or less complicated as necessary. Review collected by and hosted on G2.com.

What do you dislike about Planergy?

Export to Sage 50 could be improved but this may be a Sage issue and not Planergy? Multi-line invoices export with less detail than required and custom fields cannot export. Review collected by and hosted on G2.com.

Recommendations to others considering Planergy:

It just ticks the boxes! Review collected by and hosted on G2.com.

What problems is Planergy solving and how is that benefiting you?

Ensuring full sign off against each PO according to our D of A, with full audit trail retained throughout. Purchase invoices are approved before export. Review collected by and hosted on G2.com.

Corwin K.
CK
Controller
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Planergy?

What is most helpful with Planergy is the company's willingness to continue improving their product so that we as a company can be more productive.

Compared to its competitors, it is priced much more reasonably and has no monthly support fees. Review collected by and hosted on G2.com.

What do you dislike about Planergy?

The only dislike is some features that need to be added haven't been implemented yet. However, the company is working on solutions to better provide us the tools we need. Review collected by and hosted on G2.com.

What problems is Planergy solving and how is that benefiting you?

All of our purchase orders are now in one place with the appropriate corporate authorization structure set up. Planergy has also allowed us to go completely paperless and continue to grow in scale without the need for additional staff. Review collected by and hosted on G2.com.

NP
Director of Systems
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Planergy?

This tool is essentially a set of templates - both for PO content directly and the routing and approval processes based on the organization structure. Both work well and make completing and routing POs much easier than our old system of completing an out-of-date Excel file template and emailing it around to the list of recipients that aren't well documented. Review collected by and hosted on G2.com.

What do you dislike about Planergy?

In our configuration, billing codes are not clearly defined as it's the finance department that manages which purchases are billed to which codes, but we, as the initiators, are asked to complete that information. It results in some back-and-forth with PO reviewers before approval. I'm sure that's more an issue of our specific implementation, however. Review collected by and hosted on G2.com.

What problems is Planergy solving and how is that benefiting you?

Planergy has made our purchasing process faster, better documented, and more efficient Review collected by and hosted on G2.com.

RS
Managing Director
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Planergy?

We like using Planergy because it is simple to use but extremely powerful. The customer service has been first-rate and goes far beyond our expectations. Setting the system up was simple and cost-effective. Review collected by and hosted on G2.com.

What do you dislike about Planergy?

We have not experienced any major problems with the platform, Planergy has worked from day one. Review collected by and hosted on G2.com.

What problems is Planergy solving and how is that benefiting you?

Comprehensive spend management helps our projects stay on budget. All our spend information being in one place. There is now no excuse for not knowing the spend on any one project. This knowledge adds to our bottom line. Review collected by and hosted on G2.com.

Verified User in Marketing and Advertising
EM
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
(Original )Information
What do you like best about Planergy?

Set up and user roll out was fairly painless. We can get the information we need out of it - reporting is strong. Great for Purchase order management in particular. The support has also been quick and clear. Review collected by and hosted on G2.com.

What do you dislike about Planergy?

We have found it pretty easy to use so far. Fairly painless / intuitive. Our main issues has been around having freelance colleagues adopt it which is not about the software but about our internal processes. The software does what it is meant to do and allows us to reconcille budgets efficiently. Review collected by and hosted on G2.com.

What problems is Planergy solving and how is that benefiting you?

It gives us greater control and accountability. This is a time saver and a money saver. It has saved us costs around inefficiency and unauthorized spend in the Purchase Order area. Spend management. Visibility. Review collected by and hosted on G2.com.

Verified User in Law Practice
UL
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
(Original )Information
What do you like best about Planergy?

What I like the best about Planergy is that it automatically creates my POs for me. Typically all I have to do is several clicks. Review collected by and hosted on G2.com.

What do you dislike about Planergy?

When searching for PO's when you click to view one the search results are then lost, so if its not the correct PO you wish to vew hitting back does not return to the search grid as was populated previously. Review collected by and hosted on G2.com.

What problems is Planergy solving and how is that benefiting you?

Automated workflows save us a lot of time. Also, we have better control over budget and spend. Review collected by and hosted on G2.com.

JM
Accountant
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Planergy?

The user-friendly dashboard and search futures. The database was designed to be able to search by any data point to be able to find what we need. Review collected by and hosted on G2.com.

What do you dislike about Planergy?

Over the 3.5 years we've used it, there were features that were missing for our industry. However, the support and development team have been adding those as we go. Review collected by and hosted on G2.com.

What problems is Planergy solving and how is that benefiting you?

The biggest savings we realized upfront was time. Since all our orders are digital, our buyer doesn't have to spend copious amount of time searching through paperwork. Review collected by and hosted on G2.com.

Tim G.
TG
Owner
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
(Original )Information
What do you like best about Planergy?

Its easy to set up, all information is in one hub , it streamlines our Purchase Orders and Accounts Payable, our staff love it because all purchasing is centralized and simplified. Review collected by and hosted on G2.com.

What do you dislike about Planergy?

Nothing really, we used other products on the market, and they were clunky compared to Planergy Review collected by and hosted on G2.com.

What problems is Planergy solving and how is that benefiting you?

It saves money on purchasing, which goes on the bottom line. No wasteful purchasing, people are accountable for their budgets, centralized purchasing saves time dealing with vendors. Review collected by and hosted on G2.com.