PLANERGY

Spec sheet

What it does

PLANERGY is a cloud platform combining procurement, accounts payable, expense management and payments for mid-market organizations.Read 14 Oct 2026 · planergy.com

Product

PLANERGY combines purchasing, invoicing, and payments in a procure-to-pay platform for finance and procurement teams.Read 5 Oct 2026 · planergy.com

Integrations

Named integrations include Sage Intacct, Sage 200, QuickBooks, Xero, Microsoft Business Central and a platform API.Read 14 Oct 2026 · planergy.com

Security

PLANERGY says customer data is backed up every 60 minutes, backup files are transferred to a disaster recovery location every 24 hours, and customer data is isolated between accounts.Read 5 Oct 2026 · planergy.com

Support

PLANERGY provides a customer success knowledge base with guides for purchasing, accounts payable, integrations, mobile, API, and support.Read 5 Oct 2026 · help.planergy.com

Headquarters

PLANERGY says it has offices in Boston, Dublin, and Belgrade; its terms identify PLANERGY Ltd as an Irish company with its principal place of business in Dublin.Read 5 Oct 2026 · planergy.com

Founded

2006Read 28 Sep 2026 · planergy.com

AP automation

AI, machine learning and OCR capture invoices, detect duplicates and route approvals automatically.Read 14 Oct 2026 · planergy.com

API access

API access uses OAuth2 client credentials, requires a support ticket and PLANERGY approval, and is described as still being in development.Read 14 Oct 2026 · help.planergy.com

Approval workflows

The system provides configurable, multi-level approval workflows with delegation, alerts and budget-aware rules.Read 14 Oct 2026 · planergy.com

Backups and disaster recovery

The security policy states backups run every 60 minutes, disaster-recovery copies every 24 hours, and clustered servers plus a secondary site are used.Read 14 Oct 2026 · planergy.com

Browser extension

The PLANERGY CheckOut extension imports e-commerce cart items into requisitions and works in Chrome and Microsoft Edge.Read 14 Oct 2026 · help.planergy.com

Budget controls

Features include real-time budget tracking, budget-aware approvals, unlimited budget categories, savings alerts, and audit trails.Read 5 Oct 2026 · planergy.com

Budget tracking

Users can monitor budgets in real time, receive savings alerts and maintain audit trails.Read 14 Oct 2026 · planergy.com

Company history

PLANERGY says it began as an internal solution in 2006 and launched commercially as a procure-to-pay product in 2010.Read 14 Oct 2026 · planergy.com

Company scale

The company says more than 1,200 organizations use PLANERGY and 98% remain customers.Read 14 Oct 2026 · planergy.com

Custom integrations

The integrations page says other systems can connect through custom CSV exports or API integrations.Read 14 Oct 2026 · planergy.com

Documentation and support

The help center contains getting-started, purchasing, AP, control-panel, integration, mobile, expense, inventory, API and support topics.Read 14 Oct 2026 · help.planergy.com

Invoice automation

PLANERGY uses AI-driven invoice capture to recognize invoice fields and highlight unexpected values for review.Read 5 Oct 2026 · planergy.com

Invoice matching

The platform supports two-way and three-way matching, line-level matching, tolerance thresholds and credit-note handling.Read 14 Oct 2026 · planergy.com

Legal maker

Crunchbase identifies the private legal entity as PLANERGY Ltd., founded by Michael Higgins.Read 14 Oct 2026 · crunchbase.com

Licence

Terms grant a limited, non-transferable internal-use subscription and prohibit resale, sublicensing, derivative works and reverse engineering, indicating proprietary SaaS rather than open source.Read 14 Oct 2026 · planergy.com

Limit: interface and search

Reviews mention dated aesthetics, limited search behavior and difficulty amending items after entry.Read 14 Oct 2026 · capterra.com

Limit: inventory and complex purchasing

Reviewers report that inventory, warehouse management, credit memos and complex or high-value purchases are weaker than core purchase-order workflows.Read 14 Oct 2026 · softwareadvice.com

Limit: outages and reporting depth

Gartner reviewers mention unplanned maintenance disruptions, extra clicks and a need for deeper reporting.Read 14 Oct 2026 · gartner.com

Maker headquarters

LinkedIn lists Dublin, Ireland as headquarters and the company lists a Boston-area US office.Read 14 Oct 2026 · linkedin.com

Mobile access

The mobile experience is an installable web portal supporting requisitions, purchase-order approvals, spend tracking and invoice or bill creation.Read 14 Oct 2026 · help.planergy.com

Notable 2026 update

The August 2026 release added an iplicit API integration, multi-year budgeting, line-level approval steps, batch actions and reporting enhancements.Read 14 Oct 2026 · help.planergy.com

Praise: support and reporting

G2 reviewers commonly praise responsive customer service, clear support, reporting and easy setup.Read 14 Oct 2026 · g2.com

Praise: usability and control

Independent reviewers repeatedly praise intuitive use, straightforward approvals, order tracking, budget visibility and centralized procure-to-pay control.Read 14 Oct 2026 · capterra.com

Pricing terms

PLANERGY's terms say the initial license term is one calendar year, fees are collected in advance, and licenses renew annually at the then-current fee.Read 5 Oct 2026 · planergy.com

Public API

A REST API covers organizations, cost codes, currencies, departments, general ledgers, invoices, purchase orders, suppliers, taxes, terms and units.Read 14 Oct 2026 · help.planergy.com

PunchOut catalogs

PLANERGY advertises more than 32 PunchOut catalog connections, including Amazon Business, Staples and Grainger.Read 14 Oct 2026 · planergy.com

Purchase orders

Purchase-order tools include blanket orders, automated email delivery and tracking from request through payment.Read 14 Oct 2026 · planergy.com

Purchasing

The platform supports purchase requests, automated approval workflows, purchase orders, receiving, and PunchOut catalogs.Read 5 Oct 2026 · planergy.com

Rating on Capterra

4.6 out of 5 from 10 reviews.Read 14 Oct 2026 · capterra.com

Rating on G2

4.9 out of 5 from 34 reviews.Read 14 Oct 2026 · g2.com

Rating on Gartner Peer Insights

4.0 out of 5 from 6 ratings.Read 14 Oct 2026 · gartner.com

Rating on GetApp

4.6 out of 5 from 10 reviews.Read 14 Oct 2026 · getapp.com

Rating on Google Play

The PLANERGY Android listing shows 100+ downloads but no user rating or rating count.Read 14 Oct 2026 · play.google.com

Rating on Software Advice

4.6 out of 5 from 10 reviews.Read 14 Oct 2026 · softwareadvice.com

Rating on Trustpilot

3.7 out of 5 from 1 review.Read 14 Oct 2026 · au.trustpilot.com

Rating on TrustRadius

9 out of 10 from 1 review.Read 14 Oct 2026 · trustradius.com

Security access

The security policy says user credentials are encrypted using SSL and production equipment access is restricted, with employees who have access required to pass background checks.Read 5 Oct 2026 · planergy.com

Security controls

PLANERGY states that production access is restricted, employees undergo background checks, tenants are isolated, and data is protected by firewalls and SSL.Read 14 Oct 2026 · planergy.com

Spend analytics

Reports can be filtered by vendor, user and department to expose spending and savings opportunities.Read 14 Oct 2026 · planergy.com

Supplier management

Vendor management centralizes supplier data, contracts and documents and includes onboarding, renewal alerts and performance analytics.Read 14 Oct 2026 · planergy.com

Target customers

PLANERGY describes itself as built for mid-market organizations and names education, healthcare, nonprofits, logistics, hospitality, and manufacturing among its industries served.Read 5 Oct 2026 · planergy.com

Plans and prices

Every PLANERGY plan and price →

Where Specifiction places it

• Procurement Software#8 of 328.1
• Purchase Request Software#8 of 258.1