One platform, focused products
Planerix Core connects the foundations. LEG, REST and Workspace give each team the tools, language and daily view that fit their business.
Companies & accounting firms
Keep documents, outstanding invoices, deadlines and conversations together. Give clients and accountants a shared place to get the month done.
Restaurants & hospitality groups
Bring restaurant performance, menu economics, growth, guest relationships and daily operations into one workspace for owners and teams.
Leadership & operating teams
Bring projects, tasks, goals, meetings and business context together, with clear ownership and an AI assistant alongside the work.
The shared foundation
Companies, projects, documents and work stay linked within the selected product.
Roles and assigned scopes keep each client, team and location in its workspace.
Assistants use the information available to the signed-in user, with review where it matters.
Connected records retain their origin. Coverage and unresolved differences stay visible.
We scope the relevant roles, source systems and outcomes before adding more modules. A visible source record and a clear next step come first.
Start with the people and recurring work the product will support.
Authorize the right sources, map records and verify the first exchange.
Assign access, review the workflow and introduce the mobile experience.
Make it your workspace
We’ll walk through the relevant product, your current systems and a practical first rollout.