Accounting and Analytics
Planfix allows you to set up an electronic document management system for your company. Create and store documents within Planfix or in external cloud storage. You can easily share documents with colleagues throughout the company and with external partners.
The built-in data tag system lets you collect a variety of data from tasks, and the report designer helps you create pivot tables, charts, and tables.
With Planfix software for operations, you can automate and customize many routine tasks and operations processes.
You can easily integrate with other services through ready-made integrations. Planfix integrates with the apps that you and your colleagues use every day.