Introducing G2.ai, the future of software buying.Try now
1 EDI Source, an Epicor solution
Sponsored
1 EDI Source, an Epicor solution
Visit Website
Product Avatar Image
Planergy

By PLANERGY

4.9 out of 5 stars
3 star
0%
2 star
0%
1 star
0%

How would you rate your experience with Planergy?

1 EDI Source, an Epicor solution
Sponsored
1 EDI Source, an Epicor solution
Visit Website
It's been two months since this profile received a new review
Leave a Review

Planergy Reviews & Product Details

Profile Status

This profile is currently managed by Planergy but has limited features.

Are you part of the Planergy team? Upgrade your plan to enhance your branding and engage with visitors to your profile!

Value at a Glance

Averages based on real user reviews.

Perceived Cost

$$$$$

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...
Product Avatar Image

Have you used Planergy before?

Answer a few questions to help the Planergy community

Planergy Reviews (34)

Reviews

Planergy Reviews (34)

4.9
34 reviews

Search reviews
Filter Reviews
Clear Results
G2 reviews are authentic and verified.
Marko K.
MK
Head Of Web Development
Small-Business (50 or fewer emp.)
"Excellent Purchasing Platform"
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.

Michael C.
MC
Director
Mid-Market (51-1000 emp.)
"Signing up with Planergy has been a great decision"
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.

Verified User in Research
AR
Small-Business (50 or fewer emp.)
"Planergy: Excellent!"
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.

Corwin K.
CK
Controller
Mid-Market (51-1000 emp.)
"Always willing to take it to the next level"
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.

NP
Director of Systems
Mid-Market (51-1000 emp.)
"Not unexpected, but a massive improvement over Excel!"
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.

RS
Managing Director
Small-Business (50 or fewer emp.)
"A fantastic decision for our business."
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.

Verified User in Marketing and Advertising
EM
Small-Business (50 or fewer emp.)
"We love Planergy - it does what we need it to do"
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.

Verified User in Law Practice
UL
Small-Business (50 or fewer emp.)
"It's quick and easy to use and learn!"
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.

JM
Accountant
Small-Business (50 or fewer emp.)
"Planergy helped us streamline"
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.

Tim G.
TG
Owner
Small-Business (50 or fewer emp.)
"We Love Planergy because it increases our Profits"
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.

Pricing

Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more.