Manage your team’s finances, documents, and tasks in Planfix. Automate routine operations, reduce errors, and accelerate all of your processes, from invoicing to reporting.
Disorganized spreadsheets, endless email threads, and manual document creation only lead to mistakes, wasted time, and missed deadlines. Without a unified accounting system, it becomes harder to maintain control over finances.
Planfix automates finances, documentation, and workflows into a single system. That way, you reduce human errors, streamline reporting, and gain complete control over every process.
STRESS-FREE ONLINE ACCOUNTING
Planfix lets your team automate all those repetitive tasks, including payment reminders, overdue notifications, document generation, and task routing. Schedule automatic report deliveries and connect AI Assistants to handle routine work faster, so you can focus on strategy, not spreadsheets.
Simplify daily workflows with AI. Sort tasks, process emails, launch automated routines, and more in minutes instead of hours.
Planfix’s "Income and Expenses Accounting" configuration is a pre-built solution that helps you track company income and expenses based on your chosen parameters.
Connect your existing apps and workflows with pre-made integrations available for 400+ popular apps, plus custom integrations for more advanced users.
Planfix easily adapts to your needs. Connect ready-made integrations, use the API for complex automation, or request custom-built solutions. Whatever your accounting team needs, you’ll find it in one flexible platform.
Insights to help accountants optimize processes, reduce manual work, and increase reporting accuracy.
Real examples of how accountants and firms are using Planfix to automate workflows and strengthen client relationships.
Analytics and trends from the accounting world to help your firm stay competitive and adopt modern solutions.
