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Built around real work

Start with your working day.

Different businesses need different detail. Choose the workflow that matches the people, decisions and information you manage.

Planerix LEG

Your company. Your accountant. One clear picture.

Keep documents, outstanding invoices, deadlines and conversations together. Give clients and accountants a shared place to get the month done.

01

Collect

Upload a PDF, choose a file or scan a document on iPhone.

02

Reconcile

Connect documents to payments and review missing or conflicting evidence.

03

Close the month

Prepare the report package and track what has reached the accounting firm.

Planerix REST

A closer look at every location. A clearer next move.

Bring restaurant performance, menu economics, growth, guest relationships and daily operations into one workspace for owners and teams.

01

See the pulse

Review the same period across the restaurants you manage.

02

Understand the detail

Open a location, dish, campaign or guest behind the number.

03

Follow through

Assign work, handle the conversation and revisit the outcome.

Planerix Workspace

Connect the plan to the work that moves it forward.

Bring projects, tasks, goals, meetings and business context together, with clear ownership and an AI assistant alongside the work.

01

Set direction

Define the goals and projects your team is working toward.

02

Connect the work

Link tasks, meetings and indicators to their owners.

03

Review progress

Use the shared context to decide what happens next.

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.

Book a walkthrough