PLANERGY Spend Management ads

Invoice Automation Is Eliminating Manual Work. Are You Falling Behind? Finance teams are under pressure. Budgets are tight. Hiring is frozen. But many teams are still stuck in yesteryear. Emails – Spreadsheets - Manual data entry - Chasing approvals. Every invoice that has to be entered manually, forwarded, checked, chased, and approved by hand is draining time, capacity, and control from your finance team. It’s slow. It doesn’t scale. And it costs a fortune. Here’s the truth. Invoice automation removes the friction: • No more manual data entry • No more invoices buried in inboxes • No more approval bottlenecks • No more duplicate or missed payments • Faster processing • Real-time visibility • Fewer errors • Lower processing costs And most importantly, the ability to scale even with headcount restrictions. This is no longer a nice to have. It is the NEW standard. The real question is: 👉 How much longer can your finance function afford to stay manual?

We're absolutely delighted to announce our new partnership with the Institute of School Business Leadership 🎉 Together, we’re making it easier for Schools and Trusts to manage their Purchasing and Invoice Processing. 18 years of listening to customers, constantly refining and improving, has been the key to PLANERGY Spend Management’s success. That experience has made us, quite simply, the best-in-class option for education. One system cannot deliver your full financial software solution. SAP and Oracle have been trying that for more than 40 years. That’s why PLANERGY integrates seamlessly with best-in-class solutions like Sage, Xero, so we can focus on what we’re good at and they can focus on what they are good at. Together we are stronger, safer, and fully functional for your MAT. Our functions include: 1. Automated invoice processing 2. Unlimited users 3. Unlimited invoice scans 4. Free support 5. PunchOuts for Amazon Business, Lyreco Group +40 suppliers 6. Full audit trails 7. Purchasing connected directly to budgets 8. Real-time visibility of committed spend 9. Seamless integrations with Sage Intacct, XfE, and Xero 10. Automated approval routing Learn how your Trust can benefit from this new partnership in our upcoming webinar. #PLANERGY #MATFinance #ISBLConference

From 12-school trusts like Bellevue Place Education Trust (BPET) to 30-school groups such as The White Horse Federation, PLANERGY Spend Management delivers proven, reliable Purchasing and Invoice Processing for Trusts at every stage of growth. With over 18 years of experience in education, our platform isn’t experimental or untested: it’s a trusted solution used daily by MATs that demand clarity, consistency, and complete financial control. Here’s what MAT leaders are saying: “We process invoices six times faster with PLANERGY.”— Marwa Sadek, CFO, Bellevue Place Education Trust (BPET) “PLANERGY is a no-brainer. Don’t even look anywhere else — it just works.” — Rijk van der Merwe, Commercial Director, The White Horse Federation No matter your size, PLANERGY gives you: 1. Automated invoice processing 2. Unlimited users 3. Unlimited invoice scans 4. Free support 5. PunchOuts for Amazon Business, Lyreco Group +40 suppliers 6. Full audit trails 7. Purchasing connected directly to budgets 8. Real-time visibility of committed spend 9. Seamless integrations with Sage Intacct, XfE, and Xero 10. Automated approval routing Whether you’re managing 12 schools or 30, or preparing to scale beyond that, PLANERGY gives MATs the proven platform they need to strengthen governance, improve efficiency, and make every pound go further. For deeper dive, see the links to the case studies in the comments 👇

Doors open at the Institute of School Business Leadership Conference 2025. 17 minutes in and two Trusts have already arranged demos with PLANERGY Spend Management!🤯 We’re thrilled to be here as the Silver Sponsor for the Institute of School Business Leadership National Conference, great to meet up again with John Brennan, Tia-rose Gleeson and Sarah Ray. We’ll be talking with School Business Leaders from across the country for two days of insight, innovation, and practical solutions. Michael, Keith, Adrian, & Stephen are eager to show what PLANERGY has done for hundreds of other Schools and Trusts, and what we can do for you! If your MAT is looking to strengthen Purchasing and Invoice Processing, PLANERGY Spend Management delivers: • Automated invoice processing • Unlimited users & invoice scans • Real-time visibility of committed spend • PunchOuts for Amazon Business, Lyreco Group +40 other suppliers • Seamless integrations with Sage Intacct, XfE & Xero Come say hello at Stand 62 and see how PLANERGY Spend Management helps MATs make every pound go further. #ISBLNationalConference2025 #EducationFinance #SchoolBusinessLeadership #SpendManagement

Our CEO, Michael Higgins, enjoyed catching up with John Brennan, Commercial Director at the Institute of School Business Leadership, last week. PLANERGY Spend Management is proud to support the Institute of School Business Leadership as Silver Sponsor this year. Much of the conversation centered on the pressures Schools and Trusts are facing with rising costs, tighter budgets, and the ongoing push for better financial control. It is clear that School Business Leaders are working harder than ever to stretch every pound. We have seen first-hand how the right systems can relieve financial strain, reduce workload, and give Trusts the visibility they need to plan with confidence. For MATs looking to strengthen Purchasing and Invoice Process, PLANERGY brings: • Automated Invoice Processing • Free support • Unlimited invoice scans • Unlimited users • PunchOuts for Amazon Business, Lyreco Group, and more than 40 suppliers • Full audit trails • Purchasing connected to budgets • Real-time visibility of committed spend • Seamless integration with Sage Intacct, XfE, and Xero • Automated approval routing We are committed to helping Trusts improve efficiency and protect resources so more can be invested where it matters most. If you are attending ISBL this week, come say hello at Stand 62 to discover how PLANERGY’s unrivalled platform can boost purchasing efficiency across your organisation. #ISBL2025 #SchoolBusinessLeadership #EducationFinance #SpendManagement #MATs

PLANERGY Spend Management is the Institute of School Business Leadership National Conference Silver Sponsor. School funding is shrinking in real terms. The need for Clarity, Control, and Accountability in Purchasing and Invoice Processing has never been more urgent. Education Leaders need seasoned operators with proven and dependable finance solutions like PLANERGY Spend Management. 1. Full Invoice Processing Automation 2. Unlimited Invoice scans 3. Unlimited Users 4. Free support 5. PunchOuts to Amazon Business, Lyreco Group and 40 more 6. Automated Approval Routing 7. Extensive Audit Trails 8. Purchasing Processes connected to Budgets 9. Budget Holders Full Visibility of Committed Spend and Accruals 10. Seamless integration with key finance partners such as Sage Intacct, Inc. XfE, and Xero. You’ll find us at Stand 62. Stop by to discover how PLANERGY’s unrivalled platform boosts purchasing efficiency across your organisation. #ISBL2025 #SchoolBusinessLeadership #EducationFinance #SpendManagement #MATs