PLANERGY
PLANERGY is a privately held, cloud-based procure-to-pay SaaS platform that unifies e-procurement and AI-powered accounts payable automation for mid-market organizations (100-5,000 employees), sold via direct sales with annual subscriptions across the US and Europe.
- Company typePrivate
- Founded2009
- HeadquartersBoston, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What PLANERGY does
PLANERGY is a privately held, cloud-based procure-to-pay (P2P) SaaS platform purpose-built for mid-market organizations with 100 to 5,000 employees. Founded in 2009 and headquartered in Auburndale, Massachusetts with a European headquarters in Dublin, Ireland, the company sells a unified platform that combines e-procurement (purchase requests, approvals, purchase orders, receiving, budget management, vendor and contract management) with accounts payable automation (AI-powered invoice capture, two/three-way matching, payment approvals, fraud prevention, reporting). The technology stack includes intelligent OCR-driven invoice capture, anomaly detection and predictive spend analytics, budget-aware approval workflows, a mobile application for iOS and Android, a public API for custom integrations, and native integrations with Sage (Intacct/200/50), QuickBooks Online and Desktop, Xero, NetSuite, Microsoft Dynamics, Bill.com, Twinfield, Exact, MYOB, and SSO providers Okta and Azure AD, alongside 32+ PunchOut catalogs including Amazon Business, Staples, Grainger, CDW, Henry Schein, Lyreco, ESPO, YPO, and Office Depot.
PLANERGY operates a sales-led go-to-market with dedicated US and EU sales teams, personalized demos, and bundled implementation and onboarding. Pricing is subscription-based, billed annually, and quoted by organization size with no publicly disclosed tier structure; the company explicitly positions "enterprise-grade features without the enterprise price" for the mid-market. Customers include Hilton, AccorHotels, Mercedes-Benz, Canon, HCA Healthcare, Allegis Group, Boy Scouts of America, Oregon State Police, King Ocean Services, Paysend, and multiple UK multi-academy trusts, spanning hospitality, healthcare, education, non-profit, government, logistics, manufacturing, retail, and technology verticals. The company claims more than 1,200 customers with a 98% retention rate and operates with a lean team of 11-50 employees across two offices in North America and Europe.
PLANERGY firmographics
Firmographics- Name
- PLANERGY
- Legal name
- PLANERGY
- Website
- https://planergy.com
- Company type
- Private
- Founded year
- 2009
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- PLANERGY is a privately held, cloud-based procure-to-pay SaaS platform that unifies e-procurement and AI-powered accounts payable automation for mid-market organizations (100-5,000 employees), sold via direct sales with annual subscriptions across the US and Europe.
- Ownership category
- akta.pro rank
PLANERGY industry classification
Industry- Product category
- Procure-to-Pay / Spend Management Software
- NAICS
- Computer Systems Design and Related Services (54151)
- SIC
- Services-Computer Integrated Systems Design (7373)
- akta.pro primary industry
- Cloud FinOps & SaaS Spend Management (BPAEAOAH)
Keywords
Where PLANERGY is headquartered
LocationHeadquarters
- HQ city
- Boston
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
PLANERGY business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure
Revenue model
- Subscription-Based SaaS: PLANERGY operates as a cloud-based SaaS platform with subscription pricing. The company emphasizes 'Simple Pricing – One Platform, No Hidden Costs' with transparent pricing tailored to business size. All customers get access to the full procure-to-pay platform with all core features. Implementation and onboarding are included as part of the service.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Single unified platform pricing |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels6 records
PLANERGY product offering
Product offeringCore offering
PLANERGY provides a unified cloud-based Procure-to-Pay SaaS platform that automates purchasing and accounts payable for mid-market organizations of 100-5,000 employees. Its core offering combines procurement workflows (purchase requests, approvals, purchase orders, receiving, budget management) with AP automation (AI-powered invoice capture, 2- and 3-way matching, payment approvals, fraud prevention) on a single platform with real-time spend analytics, ERP/accounting integrations, and 32+ PunchOut catalog connections.
Product overview
PLANERGY is a unified Procure-to-Pay software platform designed for mid-market companies, combining procurement and accounts payable automation in one system. The core platform centers on the Procure-to-Pay Software Platform, which encompasses modules for Purchase Requisition Software, Purchase Order Software with approval workflows, Budget Management Software, and Procurement Analytics & Reporting. AP Automation Software handles invoice processing with AI-powered capture and three-way matching. Supporting modules include Contract Management Software, Vendor Management Software, Receiving/Goods Receiving Software, and Expense Management Software. A Mobile App extends functionality for on-the-go access. The platform integrates with major accounting systems (QuickBooks, Xero, Sage) and ERP systems (SAP, NetSuite, Microsoft Dynamics), and offers 32+ PunchOut catalog integrations with vendors like Amazon Business and Staples.
Differentiator
Problem solved
Functional benefit
Products and services
- Procure-to-Pay Software Platform Unified cloud platform combining procurement and accounts payable automation, providing real-time spend visibility, budget control, and streamlined approval workflows from purchase request to payment for mid-market organizations.
- AP Automation Software Accounts payable automation module that automates invoice processing, two- or three-way matching, and payment approvals to boost efficiency and accuracy in AP workflows for finance teams.
- E-Procurement Software Cloud-based e-procurement module for strategic spend management that reduces risk exposure while improving efficiency and compliance across the purchasing cycle.
- Purchase Order Software Cloud-based purchase order software that automates approval workflows, provides real-time spend management, tracking, and accountability for procurement teams.
- Purchase Requisition Software Mobile-friendly requisition software enabling users to create, submit, edit, and approve purchase requests from any device with real-time budget visibility and status tracking.
- Budget Management Software Budget management module providing real-time spend visibility, category-level budget tracking, and budget-aware approvals to empower smarter resource allocation and financial control.
- Procurement Analytics & Reporting Software Spend analytics module providing real-time dashboards, customizable reports, and AI-powered insights into spending patterns, supplier performance, and cost-saving opportunities.
- Contract Management Software Contract management module for centralized contract storage, tracking spend against contract value, and automated renewal notifications.
- Vendor Management Software
Quantifiable outcome
- Reduce manual tasks by up to 50%
- +6 more outcomes
Companies that use PLANERGY
Customer profileNamed customers21 records
Segments11 records
Ideal customer profiles1 record
PLANERGY technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration26 records
AI capability4 records
Feature6 records
PLANERGY partnerships and signals
Strategic signalPartnerships
25 partnerships are on record, tiered core.
- Sage IntacctcoreNative integration with Sage Intacct for real-time data synchronization. Enables automatic syncing of POs, invoices, and financial data between PLANERGY procurement platform and Sage Intacct accounting system.
- QuickBooks OnlinecoreNative integration with QuickBooks Online for streamlined financial management. Synchronizes purchase orders and invoices directly for accurate financial data across platforms.
- QuickBooks DesktopcoreNative integration with QuickBooks Desktop for synchronized purchase orders and invoices, streamlining financial management for desktop-based accounting users.
- XerocoreIntegration with Xero to ensure accurate and up-to-date financial data across platforms. Connects procurement data with Xero's accounting functionality.
- Sage 200coreNative integration with Sage 200 ERP system to automate procurement processes and maintain consistency in financial records.
- NetSuitecoreIntegration with NetSuite ERP for seamless data synchronization across procurement and financial systems, eliminating double entry and reconciliation delays.
- Microsoft DynamicscoreIntegration with Microsoft Dynamics ERP systems, ensuring data consistency across procurement and finance operations.
- Sage 50coreIntegration with Sage 50 to automate procurement processes and maintain consistency in financial records.
- ExactcoreIntegration with Exact for efficient procurement and financial data management.
- Bill.comcoreIntegration with Bill.com to facilitate seamless accounts payable workflows.
- TwinfieldcoreIntegration with Twinfield to streamline accounting processes and improve data accuracy.
- Microsoft TeamscoreIntegration with Microsoft Teams for approval notifications and in-app collaboration. Purchase requests can be routed and approved through Teams integration.
- SlackcoreIntegration with Slack for real-time approval notifications and team collaboration on procurement requests.
- Azure Active DirectorycoreSingle Sign-On (SSO) integration with Azure Active Directory for enterprise authentication and access management.
- OktacoreSingle Sign-On (SSO) integration with Okta for secure enterprise authentication and identity management.
- Amazon BusinesscorePunchOut catalog integration with Amazon Business, eliminating manual data entry and ensuring better compliance for purchases from this vendor.
- StaplescorePunchOut catalog integration with Staples for streamlined purchasing from this preferred office supplies vendor.
- GraingercorePunchOut catalog integration with Grainger for industrial supplies procurement compliance.
- CDWcorePunchOut catalog integration with CDW for technology and IT supplies procurement.
- Office DepotcorePunchOut catalog integration with Office Depot for office supplies procurement.
- Henry Schein Inc.corePunchOut catalog integration with Henry Schein for healthcare and medical supplies procurement.
- LyrecocorePunchOut catalog integration with Lyreco for office and workplace supplies procurement, primarily serving UK and European markets.
- ESPOcorePunchOut catalog integration with ESPO (Education Supply Procurement Organisation) serving UK education sector.
- KCScorePunchOut catalog integration with KCS for streamlined purchasing.
- YPOcorePunchOut catalog integration with YPO (formerly York Portfolio) for education sector procurement.
Scale indicators12 records
Recent moves1 record
Expansion highlights5 records
PLANERGY competitors and assessment
Company assessmentBroad incumbents
- SAP Ariba: SAP's procurement and supplier collaboration suite serving large enterprises and increasingly mid-market. Competes head-on with PLANERGY in P2P, sourcing, and supplier management.
- Coupa Software: Established spend management platform (acquired by Thoma Bravo) covering procurement, AP, and expense across enterprise and mid-market. Direct category overlap with PLANERGY's procure-to-pay offering.
- Oracle Procurement: Oracle's procurement and spend management suite within Oracle ERP Cloud, serving mid-market and enterprise. Competes for the same P2P budget as PLANERGY, especially among NetSuite customers.
Direct peers
- Procurify: Mid-market-focused procure-to-pay and spend management SaaS with a similar target customer profile (100-5,000 employees). Closest direct competitor to PLANERGY in positioning and ICP.
- Zip: Procurement and AP automation platform targeting mid-market and enterprise with workflow-first P2P capabilities. Overlaps directly with PLANERGY's spend management and approval workflows.
- Bill.com: Accounts payable and receivables automation platform for SMB and mid-market with deep QuickBooks/Xero integrations. Overlaps with PLANERGY's AP automation module and is a named integration partner.
Emerging players
- Airbase: Spend management platform combining corporate cards, AP automation, and procurement. Targets similar mid-market finance teams and is competing for the same P2P budgets as PLANERGY.
- Ramp: Corporate card and spend management platform expanding into procurement, AP, and vendor management. Disrupting the mid-market P2P category with PLG and card-led distribution.
- Stampli: AI-powered AP automation platform focused on invoice processing, approvals, and payments. Competes with PLANERGY's AP automation module, particularly on AI invoice capture.
- Brex: Corporate card and spend management solution that has expanded into bill pay and procurement workflows, increasingly overlapping with mid-market P2P functionality.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
PLANERGY social profiles
Digital presencePLANERGY financial estimates
Financial estimateRevenue estimate
Valuation estimate
PLANERGY leadership team
Management profileNumber of profiles
Profiles2 records
PLANERGY funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
PLANERGY M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about PLANERGY
What does PLANERGY do?
PLANERGY provides a unified cloud-based Procure-to-Pay SaaS platform that automates purchasing and accounts payable for mid-market organizations of 100-5,000 employees. Its core offering combines procurement workflows (purchase requests, approvals, purchase orders, receiving, budget management) with AP automation (AI-powered invoice capture, 2- and 3-way matching, payment approvals, fraud prevention) on a single platform with real-time spend analytics, ERP/accounting integrations, and 32+ PunchOut catalog connections.
Is PLANERGY a public or private company?
PLANERGY is a private company. It is classified as unknown and is currently operating.
When was PLANERGY founded?
PLANERGY was founded in 2009. It employs 11 to 50 people.
Where is PLANERGY based?
PLANERGY is headquartered in Boston, United States, in the North America region.
How does PLANERGY make money?
One revenue line is on record: subscription-Based SaaS.
Who are PLANERGY's main competitors?
Broad incumbents on record are SAP Ariba, Coupa Software and Oracle Procurement. Direct peers are Procurify, Zip and Bill.com. Emerging players are Airbase, Ramp, Stampli and Brex.
Does PLANERGY have an API?
Yes. PLANERGY offers a platform API that enables custom integrations to connect with other software platforms. The API supports custom integrations for systems without native integrations, including API integrations, customized exports, and custom CSV export/import routines. Integration is available for organizations requiring custom solutions.
What industry is PLANERGY in?
PLANERGY's product category is Procure-to-Pay / Spend Management Software. Its primary akta.pro industry code is BPAEAOAH, Cloud FinOps & SaaS Spend Management. Its NAICS code is 54151 and its SIC code is 7373.