List of Planergy Integrations
This is a list of platforms and tools that integrate with Planergy. This list is updated as of April 2025.
-
1
Enjoy a remarkable 90% discount for a duration of six months on Xero's acclaimed accounting and online bookkeeping platform. Known for its elegant simplicity, Xero provides a diverse array of features that enable businesses to handle their financials with ease, including invoicing, inventory oversight, bank integrations, payroll management, detailed reporting, and app connectivity for a unified experience. Whether a small startup or a large enterprise, Xero has tailored plans that accommodate businesses of any scale, ensuring ample opportunities for expansion. With a robust ecosystem of interconnected applications and links to financial institutions, Xero empowers small businesses to access numerous tools within its versatile platform, promoting efficient operation and financial management. Additionally, for accounting and bookkeeping firms, Xero delivers robust compliance functionalities, innovative practice management solutions, and a centralized cloud-based accounting ledger that provides a comprehensive view of all clients in one accessible location. Xero enhances efficiency by automating data entry through direct integration with banks, invoicing software, point-of-sale systems, and other sources. This secure connection to business bank accounts eliminates the need for manual data entry, and the intelligent bank reconciliation feature adapts to user preferences, further optimizing the reconciliation process while saving time. Ultimately, Xero provides a seamless experience that is both user-friendly and highly effective for financial management.
-
2
Sage Intacct
Sage Intacct
Transform your financial management with real-time insights and automation.Sage Intacct stands out as a leading cloud-based financial management solution tailored for businesses on the rise. This software encompasses a wide array of functionalities, such as essential financial operations, accounts payable and receivable, cash flow management, and the ability to consolidate multiple entities. By automating vital financial tasks, it significantly boosts both efficiency and accuracy. Users can access real-time financial data through user-friendly and customizable dashboards, which aids in making informed, data-driven decisions. Moreover, Sage Intacct integrates effortlessly with a variety of business applications, providing a cohesive overview of operations and promoting data consistency and teamwork across different departments. Its advanced reporting and analytics features empower users to create comprehensive financial reports, monitor essential performance metrics, and derive valuable insights into their financial health. Scalable and dependable, Sage Intacct is trusted by numerous organizations globally. It adeptly manages complex organizational frameworks with its multi-entity management capabilities, ensuring smooth consolidations and inter-entity transactions. The cloud-based architecture guarantees ongoing updates and innovations, keeping financial management tools relevant. Additionally, with its award-winning customer service, Sage Intacct equips businesses to enhance their operational efficiency and financial clarity, ultimately driving growth and success. -
3
QuickBooks Online stands out as the leading accounting software globally. This platform streamlines the accounting process, making it the top choice for small businesses, as it allows for effortless tracking of receipts, income, transactions, and more. Users have the convenience of capturing photos of receipts to associate them with expenses, ensuring everything is well-organized. Our customer support team is always ready to assist with any inquiries regarding QuickBooks. To maintain operational efficiency, you can utilize your favorite applications, as QuickBooks Online is designed to work seamlessly on PCs, Macs, tablets, and smartphones. By clicking the link, you can access a 30-day free trial and enjoy a 50% discount for the first three months of service. Beyond basic accounting functions, QuickBooks offers tools to help you monitor your income and expenses effectively, making tax preparation less daunting. On average, customers report saving $3,534 annually, showcasing the software's financial advantages. Should you require further assistance, QuickBooks Live is available to help keep you organized and prepared for tax season. Additionally, QuickBooks Mobile provides the flexibility to manage your business operations from anywhere at any time, ensuring you’re always in control of your financials.
-
4
A single platform offers endless opportunities to engage with both your customers and staff. Any application can be made secure with authentication capabilities. Okta enables you to swiftly develop experiences that are both secure and enjoyable. By integrating Okta's Customer ID products, you can assemble the necessary framework to ensure security, scalability, and dependability. Safeguard and empower your employees, contractors, and partners effectively. Okta’s workforce identification solutions ensure that your employees remain protected regardless of their location. You will be equipped with essential tools to streamline cloud transitions and facilitate hybrid work environments. Trusted by organizations worldwide, Okta is committed to safeguarding workforce identities while promoting seamless connectivity across various platforms. This reliability and trust make Okta a go-to choice for businesses aiming to enhance their security infrastructure.
-
5
SAP Analytics Cloud
SAP
Empower your decisions with intuitive, cloud-based analytics solutions.SAP Analytics Cloud serves as a comprehensive business intelligence and data visualization platform that empowers organizations of various scales to enhance their decision-making processes. Key functionalities of SAP Analytics Cloud encompass features like a digital boardroom, predictive analytics, business planning, and reporting capabilities. This platform is cloud-based, allowing users to access it conveniently through their iPhones or iPads. Additionally, SAP Analytics Cloud provides a range of support options, including online assistance, phone support, and an extensive knowledge base, ensuring users have the resources they need. With its user-friendly interface and robust features, SAP Analytics Cloud is designed to meet the diverse analytical needs of modern businesses. -
6
Microsoft Dynamics GP
Microsoft
Streamline operations, boost productivity, and drive growth effortlessly.Enhance your financial, inventory, and operational management with Dynamics GP, a comprehensive business management tool specifically designed for small to medium-sized businesses that goes beyond basic accounting. This flexible and customizable software is engineered for quick deployment and is capable of adapting as your business grows. You can manage your cash flow, assets, and banking functions with ease. It also allows for seamless oversight of production processes, inventory levels, orders, returns, and vendor interactions. Stay organized by efficiently handling your contacts, sales leads, and service agreements. Moreover, you can recruit, train, and compensate your workforce through detailed employee profiles and assessment tools. With analytics and real-time visibility, you can accurately evaluate performance and make strategic decisions to propel your business forward, ensuring you maintain a competitive edge in the market. Leveraging this robust system can significantly streamline your operations and enhance overall productivity. -
7
Sage 50
Sage
Streamline operations, reduce stress, and boost productivity effortlessly.Sage 50 streamlines your business operations, allowing you to devote less time to administrative duties and financial anxieties. With our solution, you can reduce the number of tools you use, as it offers secure remote access to essential company data, analytics, customer records, and critical documents, enabling you to work flexibly and at your convenience. The integration with Microsoft 365 ensures you can utilize vital applications such as MileIQ, OneDrive, SharePoint, Teams, and Sage 50 financials from any device, regardless of your location. This also encompasses key Microsoft Office applications like Outlook, Word, and Excel, enhancing your productivity. The Outlook Connector feature further optimizes your time management by seamlessly syncing your Microsoft Outlook contacts with those in Sage 50. This allows for quick and easy access to vital customer information, including credit limits, contact details, and order history. Additionally, Sage Intelligence, powered by Microsoft Excel and Power BI, delivers valuable insights into your business data, helping you make informed decisions. With these tools, you can enhance your operational efficiency and drive your business forward. -
8
OneLogin
OneLogin
Enhance security and productivity with effortless access management.Safeguard vital organizational information and improve employee productivity through OneLogin, a dependable identity and access management (IAM) platform designed specifically for modern enterprises. This solution is engineered to enhance security within organizations while simplifying the login experience, making it a perfect fit for businesses looking to adopt security protocols with ease. OneLogin offers an array of highly-rated features, such as single sign-on (SSO), a centralized user directory, user provisioning, adaptive authentication, mobile identity management, compliance reporting, and more. Utilizing these capabilities, organizations can achieve a balance of security and user accessibility. As the landscape of digital security continues to evolve, OneLogin emerges as a robust solution to address the growing demands and challenges faced by companies today. Furthermore, its user-friendly interface and comprehensive support further solidify its position as an essential tool for businesses striving for both protection and efficiency. -
9
Exact
Exact
Streamline projects and finances for maximum efficiency and growth.Exact for Project Management delivers a comprehensive solution that integrates accounting, time tracking, project management, capacity planning, purchasing, and invoicing into one platform! This holistic method allows you to fulfill client demands effectively while enhancing profit margins. Are you looking for an intuitive platform to handle time tracking and invoicing? Or perhaps you require a more advanced system to oversee projects and financial outcomes on a global scale? Exact offers a tailored solution aimed at facilitating your growth aspirations, guaranteeing that your projects are finished on time, within budget, and adhere to all specified requirements. In addition, it plays a crucial role in preserving robust profit margins by reducing inefficiencies. Logging hours has become incredibly straightforward, as team members can conveniently record their work on smartphones, tablets, or laptops for each project. Furthermore, the robust reporting capabilities furnish a clear view of project conditions and necessary next steps, empowering you to ensure that projects remain in line with client expectations and timelines while also enabling timely management interventions. Ultimately, this solution not only enhances productivity but also drives success across various aspects of project management. -
10
MYOB AccountRight
MYOB
Transform your business with streamlined, innovative financial management tools.Innovative accounting and business management software is now available to enhance your operational efficiency. This tool empowers you to handle invoices, manage expenses, oversee payroll, control inventory, execute multi-currency transactions, and conduct detailed job tracking with ease. The AccountRight software for desktop systems keeps you organized and enables you to maintain oversight of your financial affairs. You can conveniently communicate with the ATO and simplify the preparation of monthly declarations with little hassle. Stay updated with automatic exchange rate notifications, perform manual checks, and easily connect with international bank accounts. Monitor your time and financial outlays to evaluate their alignment with your budgets and profit objectives. With sophisticated yet user-friendly inventory management features, you'll be able to pinpoint your best-selling products as well as those that may require attention. The software also facilitates the creation and distribution of tailored, professional invoices and quotes directly from any device, allowing for flexibility in your operations. You can establish automated reminders for invoices and track their status to see when they are viewed and settled. Customers have access to a single location for all outstanding invoices, and payments can be made using various methods, such as AMEX, Visa, Mastercard, and BPAY. Immediate cash flow updates occur as soon as payments are received, providing you with a clear understanding of your financial standing at all times. Furthermore, the intuitive interface of the software ensures that users of all experience levels can navigate and leverage its extensive features with confidence. This makes it an invaluable tool for businesses looking to optimize their financial management processes. -
11
Oracle Virtual Cloud Network
Oracle
Design secure, tailored cloud networks with unmatched performance reliability.Customers have the ability to design Virtual Cloud Networks (VCNs) tailored to their specific IP address needs for various workloads, and they can further divide a VCN into smaller segments using private or public subnets, or even assign multiple IP addresses to a single VCN. Additionally, they can expand their existing on-premises networks and connections by implementing virtual routers and gateways. Through the use of peering gateways, customers are able to connect different VCNs within the same tenancy or securely establish links to other tenancies. FastConnect provides an option for customers to set up direct, private, high-bandwidth connections to their Oracle Cloud Infrastructure (OCI) virtual cloud network, allowing them to select the port speed that aligns with their data needs while benefiting from a predictable, low monthly fee, in contrast to other providers that charge per data transfer, which can result in fluctuating costs. Furthermore, OCI adopts a security-first design that protects customer tenancies by utilizing isolated network virtualization, a critical feature aimed at preventing malware through a specially designed SmartNIC for enhanced network isolation and virtualization. This cutting-edge method not only fortifies security but also significantly improves network performance and reliability for users, ensuring a robust and secure cloud experience. As a result, customers can confidently manage their cloud resources while maintaining high standards of security and efficiency. -
12
QuickBooks Online Advanced
Intuit
Boost efficiency and insights for your business growth!Empower your business with vital tools that boost efficiency and provide crucial insights for expansion, all available through QuickBooks Online Advanced. Gain access to pivotal data with reports that are both customizable and ready to impress, while maintaining synchronized spreadsheets for accurate business information and individualized insights. Minimize the hassle of manual processes by easily importing and sending multiple invoices and expenses at once, and simplify the task of entering and modifying several bills and checks in just a few clicks. Your security is our top priority; we protect your financial information with cutting-edge encryption and strong security measures. Customize your workflow by choosing from a variety of seamless app integrations tailored for QuickBooks Online Advanced, and expand its capabilities by linking with leading applications such as DocuSign, Bill.com, HubSpot, and Salesforce, among many others. By leveraging these features, you can not only enhance your business operations but also foster sustainable growth and success in an increasingly competitive landscape. -
13
Sage 100 Contractor
Sage
Transform your contracting business with streamlined project management solutions.Sage 100 Contractor, which was previously known as Sage Master Builder, serves as a comprehensive construction management system tailored specifically for small to medium-sized contracting firms. This software provides businesses with crucial, all-encompassing project and operational data. Key features of Sage 100 Contractor encompass a user-friendly dashboard that can be personalized, a dedicated project work center, as well as robust tools for accounting, estimating, and job costing. Additionally, its integrated approach allows contractors to streamline their operations effectively, enhancing overall project efficiency. -
14
Sage 200
Sage
Empower your business with scalable solutions and insights.Sage 200 allows you to oversee your business operations and boost your growth in conjunction with Microsoft 365, forming a crucial part of Sage Business Cloud. Eliminate downtime by utilizing a solution that remains accessible around the clock, every day of the year. You can efficiently manage your accounts, customers, manufacturing processes, supply chain, and business intelligence while on the go. By merging the power and productivity of desktop applications with the versatility and security of advanced software, Sage 200 offers the best of both worlds. Additionally, it facilitates real-time collaboration among your team members. This solution is specifically crafted to cater to the needs of manufacturers, distributors, and service-oriented businesses. Take charge of your operations and achieve complete visibility across your enterprise. Excel empowers you to handle multiple companies and obtain essential insights and reports while traveling. With a comprehensive suite of market-leading software features at your disposal whenever necessary, you can ensure that your business remains agile and responsive. Furthermore, the scalable nature of these solutions means that they will adapt and evolve alongside your company's growth. -
15
HxGN EAM
Hexagon AB
Transform your asset management with efficient, cloud-based solutions.HxGN EAM, formerly referred to as Infor EAM, stands out as a leading software-as-a-service asset management solution created by Hexagon, aimed at streamlining asset tracking, improving maintenance operations, and empowering organizations in diverse industries to optimize their operational efficiency. The integration of mobile applications natively enhances field operation productivity, allowing teams to focus on more critical and strategic initiatives. Since implementing Infor EAM over 15 years ago, First Transit has successfully reduced parts costs by an average of 3-4% each year, showcasing the platform's effectiveness. The organization is now working toward a paperless environment by shifting its comprehensive engineering and maintenance operations to the Infor EAM Mobile platform. Utilizing HxGN EAM provides users with a rich array of tools necessary for tackling significant asset performance challenges. With its cloud-based infrastructure, the platform features a sophisticated asset data framework, work orders that are device-agnostic and enhanced with barcoding technology, as well as integration capabilities with GIS (Geographic Information Systems) and BIM (Building Information Modeling). All these elements significantly contribute to refining operational processes. The versatility and comprehensive features of HxGN EAM establish it as an essential tool for organizations aiming to elevate their asset management practices and drive further efficiencies. As companies continue to evolve, the importance of such advanced platforms will only grow, underscoring the need for effective asset management in today’s competitive landscape. -
16
Exchequer
Computer Software Holdings
Empowering growth through innovative, comprehensive accounting software solutions.ExchequerBMS offers an extensive range of accounting software solutions aimed at helping organizations thrive in their goals. With a solid foundation built over 25 years of industry expertise, we encourage you to explore how our knowledgeable professionals can utilize cutting-edge technology in accounting software to facilitate your growth and strategic planning. Whether you are interested in server-based, cloud, or hybrid solutions, we are ready to evaluate your needs and demonstrate the potential of our varied software products. Our local specialists have gained the confidence of both established and new clients alike. Thanks to decades of experience with our accounting solutions and a wide selection of integrated partner options, we consistently provide substantial advantages and efficiencies to countless users across Ireland. We firmly believe that the right tools, combined with exceptional support, can lead your organization to achieve extraordinary results and set new benchmarks for success. In a rapidly evolving financial landscape, staying ahead with innovative solutions is crucial for any organization aiming for long-term prosperity. -
17
Jiva
ZeOmega
Empowering health systems through innovative population health management solutions.Modern health plans are increasingly placing emphasis on population health management (PHM) as a vital priority. The central challenge is achieving a balance between the health of the entire population and the specific needs of individual patients. ZeOmega highlights the importance of recognizing each member's unique circumstances within the framework of advancing value-based care models. Our Jiva solution for population health management brings together comprehensive data at the population level and features analytical capabilities that facilitate the timely identification of strategies to improve care or influence patient behavior. It is structured around five essential pillars that are integral to effective population health management. ZeOmega’s powerful platform delivers strategic, high-impact solutions that aim to improve not only individual health outcomes but also the performance of providers. Furthermore, with our extensive expertise in this domain, we are adept at addressing the complex challenges posed by population health trends, ensuring that the needs of both communities and individual patients are met with precision and care. By focusing on these dual objectives, we can enhance the overall effectiveness of healthcare delivery systems. -
18
Twinfield
Wolters Kluwer
Streamline your accounting today for effortless financial management!Effortlessly handle all your accounting requirements, from invoicing to detailed management accounting, all for a single, affordable monthly fee. Twinfield online accounting software simplifies every facet of the accounting process, making it suitable for firms from small startups to large multinational enterprises. With real-time updates that showcase the latest transactions and invoices, collaboration is enhanced, enabling advisors to easily access up-to-date financial information for informed decision-making on vital business issues. Start with basic bookkeeping functions, and enjoy the option to add advanced features like Fixed Assets, Project Accounting, Inter-company Postings, Group Consolidation, and Currency Revaluation as your company expands. Quickly evaluate your organization’s financial condition in your preferred currency, and produce international group reports in the designated reporting currency, guaranteeing clarity and accuracy in your financial statements. This level of flexibility not only boosts operational efficiency but also fosters strategic growth as your business continues to develop, ensuring that you remain competitive in a dynamic marketplace. By integrating these features, you can effectively navigate the complexities of modern accounting while focusing on your core business objectives.
- Previous
- You're on page 1
- Next