Connected context
Companies, projects, documents and work stay linked within the selected product.
Trust & access
The right information. In the right hands.
Business information needs clear boundaries. Planerix connects product workflows with company context, assigned roles and access to the underlying sources.
The right access
Roles and assigned scopes keep each client, team and location in its workspace.
AI with context
Assistants use the information available to the signed-in user, with review where it matters.
Traceable sources
Connected records retain their origin. Coverage and unresolved differences stay visible.
Company and client boundaries
Access follows the selected organization and the user’s assignments. Accountants work with assigned clients; restaurant teams work within their permitted scope.
Authorized source connections
Provider access is configured for the relevant organization. Data coverage, permissions and connection readiness are checked during onboarding.
Assistive AI
Answers and draft actions depend on accessible source information. Important financial, operational and accounting decisions remain reviewable by the responsible person.
Traceable work
Linked source records and available audit events help explain where information came from and which step has been completed.
Operational readiness
Deployment, monitoring, backup and recovery arrangements are reviewed for the agreed service scope. Ask us for the current operational evidence.
Customer-specific review
Data processing terms, subprocessors, retention needs and deployment requirements are confirmed as part of your commercial and security review.
Review the public notices, then ask about your organization’s requirements.Privacy notice →Company details →
Make it your workspace
Start with the part of your
business that needs clarity.
We’ll walk through the relevant product, your current systems and a practical first rollout.