PLANERGY Spend Management

Bellevue Place Education Trust was a #MAT that faced significant challenges in efficiently managing its #purchasing and #financial processes across its 12 schools. They chose PLANERGY #SpendManagement for its seamless bi-directional integration with #Xero "PLANERGY has been like adding an extra member to our team without the associated costs. The system is intuitive, scalable, and incredibly efficient. It’s a game-changer for our #Trust." Marwa Sadek, #CFO

With manual processes slowing down #InvoiceManagement and a lack of real-time #budget visibility, Inspire Learning Partnership found PLANERGY's #AI driven invoice processing, seamless two-way integration with #Xero, and ability to enforce #procurement rules across all schools to be just the ticket. https://buff.ly/08p12jo

The role of #CFO is changing. Moving forward, the future CFO will be seen as an equal partner to the #CEO. While still responsible for reporting on the #financial position of a business, the role has expanded to include technology, analytics, & corporate sustainability. We delve into more detail at: https://buff.ly/iaX44Ym #esg #financialplanning

With manual processes slowing down #InvoiceManagement and a lack of real-time #budget visibility, Inspire Learning Partnership found PLANERGY's #AI driven invoice processing, seamless two-way integration with #Xero, and ability to enforce #procurement rules across all schools to be just the ticket. https://buff.ly/08p12jo

For #MATs, juggling #finance across multiple schools, it all lands on the central finance team. #InvoiceAutomation is the quickest way to take the pressure off: - Automated Invoice Capture (AI & #OCR Technology): Invoices come in; data gets captured instantly. No manual input. Just accurate info matched to the Purchase Order, so nobody is rekeying by hand or hunting for the matching PO. - Smart, Configurable Invoice Approval Workflows: Route invoices automatically for approval based on custom rules, accelerating approvals and enforcing policy compliance. - Instant 2-Way and #3WayMatching: Invoices, #purchase orders, and receipts are matched automatically, eliminating overspend and last-minute scrambles at month-end. https://buff.ly/MSuxlmR

Here’s how PLANERGY turns #AccountsPayable from a headache into a high-performance machine: Automated Invoice Capture (#OCR Technology): #Invoices come in — data gets captured instantly. No more typing. No more mistakes. Just clean, accurate info matched to the purchase order, cutting manual entry. Email-to-Invoice Conversion: Vendors email invoices to your dedicated PLANERGY email invoice ingestion address, saving time and ensuring every document is logged and traceable. Nothing slips through the cracks. Nothing gets lost. Smart, Configurable Invoice Approval Workflows: Route invoices automatically for approval based on custom rules, accelerating approvals and enforcing policy compliance. Instant 2-Way and #3WayMatching: Invoices, #PurchaseOrders, and receipts — matched automatically, flagged if they don’t line up. No more overpayments. No more last-minute scrambles at month-end. https://lnkd.in/e8Kede8x

An organization that does not track these key metrics misses out on opportunities to reduce total cost of ownership, improve #procurement #ROI, and bleeds money through sub-optimal workflows. Through tracking #ProcureToPay KPIs, you can achieve both cost savings and efficiency improvements in both procurement and #AccountsPayable - from shortening your #PurchaseOrder cycle to reducing #MaverickSpend

Bellevue Place Education Trust was a #MAT that faced significant challenges in efficiently managing its #purchasing and #financial processes across its 12 schools. They chose PLANERGY #SpendManagement for its seamless bi-directional integration with #Xero "PLANERGY has been like adding an extra member to our team without the associated costs. The system is intuitive, scalable, and incredibly efficient. It’s a game-changer for our #Trust." Marwa Sadek, #CFO

Workarounds feel helpful. They quietly remove control. Spreadsheets. Side emails. “Temporary” fixes that never quite go away. They feel like progress in the moment. But each workaround pulls work further away from visibility and accountability. Over time your control disappears. Finance teams end up reconciling instead of managing. Purchasing teams spend time explaining instead of moving forward. Control can’t exist outside the system. It has to live where the work actually happens. PLANERGY helps teams replace workarounds with structured, connected processes so control stays intact, even as volume and complexity grow.

9 #ProcurementManagement functions that must be digitized - automation can reduce costs by 40-75%. There are many functions within #procurement, but these 9 are the most important to digitize and automate: https://buff.ly/6D8qVcf #SupplyChain #SupplyChainManagement #StrategicSourcing #Logistics #Operations #SCM #Purchasing #EProcurement #ProcurementManagement #BusinessOperations