Automation that removes the work your team shouldn't be doing.

“Organizations adopting intelligent automation achieve up to 3× faster process execution and 70% fewer manual errors.”, Deloitte Insights

Invoice validation

Discover how automation and AI can save 60% of an FTE and facilitate the work of managers, employees and the Accounting team by validating invoices submitted by employees.

Investment evaluation

This case study explores the solutions to save hours of an investment team by estimating upfront the viability of a start-up funding request in Venture Capital.

Automated hospitality

Explore the transformation of hotel and restaurant operations through automation.

Redactor

Your team is already pasting client data into ChatGPT. 77% of enterprise employees are doing it right now and 82% are using personal accounts your IT department cannot see.

Suitability report automation

Plannr data populates the client review document while the adviser keeps the judgment — cutting each report from around 55 minutes to 15.

Automated task creation

Staff raise a Plannr task simply by emailing a group; the system builds it, correctly assigned, with personal data redacted before any AI.

Task status & reporting

A live view of every task and project in Plannr — what’s stuck, who to chase, and where you’re slow — with no manual pull.

You want to boost your business with AI?

Book a 30-minute discovery call with our team to explore if AI and automation can be of use in your business.