“Organisations past the pilot stage report an average 32% cost reduction from intelligent automation.”
Deloitte, Global Intelligent Automation Survey

How automation and AI validate employee-submitted invoices, and take the checking work off managers, employees and the accounting team.

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.

Your team is already pasting client data into ChatGPT, mostly through personal accounts your IT cannot see. Browser-only redaction that never uploads a byte.

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

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

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.
A 30-minute Readiness Review to find what can be automated safely, and in what order.