Both the CAPH Spring Conference and the COGS Conference are open for booking - click below
Both the CAPH Spring Conference and the COGS Conference are open for booking - click below
Cornwall Association of Primary Heads

PLANERGY - Spend Management for Education

PLANERGY’s vision is to make smart, controlled spending the standard in every Education environment. We empower finance teams to lead with insight, improve compliance, and drive savings, while making it easy for everyone to spend with clarity and accountability.
PLANERGY is on a mission to give Education finance teams real-time visibility and control over budgets and organizational spending. We prevent overspending and invoice errors, while making it easy for every team member to follow the right process and stay on budget. Our core values remain:
  • Customer Commitment: We obsess over delivering measurable value, not just features. We build strong, long-term partnerships by staying responsive, proactive, and focused on real results. When our customers succeed, we succeed.
  • Value Our Reputation: Our reputation is earned with every decision, every interaction, and every outcome. We act with integrity and never take trust for granted.
  • Make It Simple: Complexity slows people down. We eliminate confusion with clear processes and straightforward communication – so teams can move faster, with confidence.
  • Excellence Through Continuous Improvement: We’re committed to constant learning from our customers. Every deployment, user interaction, and challenge drives us to refine how we build, support, and deliver value.
Why PLANERGY
PLANERGY offers features such as: 
  •  Automated Invoice Processing: Streamlines the invoicing process, reducing the time taken to process invoices and improving efficiency. 
  •  Robust Spend Management Tools: Provides tools for managing and analysing spending across departments or campuses, enhancing visibility and compliance.
  •  Centralized Control: Allows for centralized control over spending, ensuring that resources are allocated effectively and in line with budgetary constraints. 
  •  Integration with Financial Systems: Seamlessly integrates with existing systems like Sage Intacct, Xero and QuickBooks, ensuring a smooth transition and integration Process. 
  •  Real-time Budget Control: Enables schools to track budgets in real-time, providing transparency and enabling strategic decision-making.
 
These features make PLANERGY Spend Management a valuable tool for schools looking to improve their financial operations, reduce costs, and enhance compliance with public sector procurement policies.