🚀 Planar includes 80+ Tiles to help you tell your product story in style. Explore Tiles
🚀 Planar includes 80+ Tiles to help you tell your product story in style. Explore Tiles
🚀 Planar includes 80+ Tiles to help you tell your product story in style. Explore Tiles
Meet Planar
The small business OS
New Supplier
ID: TC938
Capstone
Materials
Less than
30 units
Automation
Reorder
SMS
Less than
30 units
Automation
Reorder
SMS
Build your own business OS.
Not loud, flashy software. Not bloated platforms pretending to be all things to all people. Just simple systems that help people run real businesses.
Businesses using Planar
Set once, then forget
Keep your team aligned with one clear calendar that shows events, deadlines and shared priorities in real time.
Cassy
Finance
Ravi
Operations
Janine
HR
Set once, then forget
Keep your team aligned with one clear calendar that shows events, deadlines and shared priorities in real time.
Cassy
Finance
Ravi
Operations
Janine
HR
Set once, then forget
Keep your team aligned with one clear calendar that shows events, deadlines and shared priorities in real time.
Cassy
Finance
Ravi
Operations
Janine
HR
Leave it to the AI
Generate clean, professional invoices in seconds and get paid faster with built-in payment options.
codebase_final
zip
Invoice
from Prospect Inc.
Review
Leave it to the AI
Generate clean, professional invoices in seconds and get paid faster with built-in payment options.
codebase_final
zip
Invoice
from Prospect Inc.
Review
Leave it to the AI
Generate clean, professional invoices in seconds and get paid faster with built-in payment options.
codebase_final
zip
Invoice
from Prospect Inc.
Review
Unify your workflow
One platform to plan, track, and collaborate across every part of your business. Tasks, docs, or calendars.
Bookkeep.ai
Integration
Permissions
Read
Write
Unify your workflow
One platform to plan, track, and collaborate across every part of your business. Tasks, docs, or calendars.
Bookkeep.ai
Integration
Permissions
Read
Write
Unify your workflow
One platform to plan, track, and collaborate across every part of your business. Tasks, docs, or calendars.
Bookkeep.ai
Integration
Permissions
Read
Write
Grow revenue
Generate clean, professional invoices in seconds and get paid faster with built-in payment options.
Performance
Revenue
J
A
S
O
N
D
Grow revenue
Generate clean, professional invoices in seconds and get paid faster with built-in payment options.
Performance
Revenue
J
A
S
O
N
D
Grow revenue
Generate clean, professional invoices in seconds and get paid faster with built-in payment options.
Performance
Revenue
J
A
S
O
N
D
Satisfied customers
On-time payments
Clients started paying sooner once invoicing became clearer and more consistent.
76%
Quote turnaround
Faster estimates meant fewer leads went cold waiting for a response.
58%
Repeat bookings
Customers came back more often when follow-ups started happening automatically.
84%
On-time payments
Clients started paying sooner once invoicing became clearer and more consistent.
99.9%
On-time payments
Clients started paying sooner once invoicing became clearer and more consistent.
99.9%
On-time payments
Clients started paying sooner once invoicing became clearer and more consistent.
99.9%
On-time payments
Clients started paying sooner once invoicing became clearer and more consistent.
76%
Quote turnaround
Faster estimates meant fewer leads went cold waiting for a response.
58%
Repeat bookings
Customers came back more often when follow-ups started happening automatically.
84%
How Planar helps
Workflow with less friction
Easy quoting
Build and send clean, clear quotes in minutes
Easy quoting
Build and send clean, clear quotes in minutes
Safe permissions
Keep sensitive info secured and where it belongs
Safe permissions
Keep sensitive info secured and where it belongs
Track revenue
See what’s coming in, overdue, and what’s next
Track revenue
See what’s coming in, overdue, and what’s next
Simple data export
Get the information you need without digging or delays
Simple data export
Get the information you need without digging or delays
Customization
Plan, track, and collaborate across every part of your business.
Customization
Plan, track, and collaborate across every part of your business.
Shared calendar
Plan once, share it with your entire team instantly
Shared calendar
Plan once, share it with your entire team instantly
Activity
December
Activity
December
Revenue
76%
Year-on-year revenue increase for businesses using Planar
Pricing options
Pricing options
Starter
$19
/mo
Includes:
Up to 3 team members
Task & project tracking
Shared calendars
File uploads
Email support
Starter
$19
/mo
Includes:
Up to 3 team members
Task & project tracking
Shared calendars
File uploads
Email support
Starter
$19
/mo
Includes:
Up to 3 team members
Task & project tracking
Shared calendars
File uploads
Email support
Growth
$49
/mo
Everything from Starter plus:
Unlimited team members
Invoicing & quotes
Client management
Priority support
Growth
$49
/mo
Everything from Starter plus:
Unlimited team members
Invoicing & quotes
Client management
Priority support
Growth
$49
/mo
Everything from Starter plus:
Unlimited team members
Invoicing & quotes
Client management
Priority support
Complete
$99
/mo
Everything from Growth plus:
Advanced permissions
Built-in reporting
Built-in reporting
Dedicated success manager
Complete
$99
/mo
Everything from Growth plus:
Advanced permissions
Built-in reporting
Built-in reporting
Dedicated success manager
Complete
$99
/mo
Everything from Growth plus:
Advanced permissions
Built-in reporting
Built-in reporting
Dedicated success manager
Common questions
What does Planar actually do?
Planar is a single platform where you run your entire business. Sales, projects, invoicing, inventory, scheduling, customer communication—it's all here, connected and working together. Instead of switching between separate tools that don't talk to each other, you get one system where information flows naturally from one function to the next. When a quote becomes a job, then an invoice, then a payment, it happens in one place. Your team sees what they need, when they need it, without the friction of disconnected software.
How secure is my data?
Security is built into the product at every layer. All data is encrypted in transit (TLS 1.2+) and at rest using industry-standard AES-256 encryption. We use role-based access controls, enforce multi-factor authentication options, and undergo regular penetration testing by independent security firms. Our infrastructure is hosted on reputable cloud providers with SOC 2 Type II, ISO 27001, and GDPR compliance. Customer data is logically isolated and backed up automatically with defined retention policies to prevent data loss.
Do you integrate with the tools my team already uses?
Yes. Planar connects to the software you rely on—accounting systems like Xero and QuickBooks, payment processors, email platforms, calendars, and more. Data syncs automatically, so you're not copying information between systems or dealing with version conflicts. For anything beyond our standard integrations, our API gives you full access to build custom connections. Most teams find they need fewer external tools once they're on Planar, but we make sure the ones you keep work together properly.
How difficult is onboarding?
Most teams are up and running within a few days, not weeks. We handle data migration from your existing systems, configure the platform to match your business structure, and provide hands-on training for your team. You'll have a dedicated onboarding specialist who understands your industry and can translate your current workflows into Planar. We don't just hand you documentation and wish you luck—we stay with you until your team is confident and your operations are running smoothly on the platform.
What kind of support do you offer?
Real support from people who know the product. Every customer gets access to our support team via chat, email, and phone during business hours, with priority response times based on issue severity. You're not talking to a script—our support staff can actually solve problems and make configuration changes on your behalf when needed. We also provide a comprehensive knowledge base, video tutorials, and regular webinars. Enterprise customers get a dedicated account manager and access to 24/7 emergency support.
How does your pricing work?
Pricing is based on the number of users and the modules you need. You pay monthly or annually, with no hidden fees for storage, API calls, or basic support. Every plan includes core functionality—you're not paying extra for features that should be standard. We publish our pricing openly on our website, and we'll give you a clear quote before you commit to anything. If your needs change, you can add or remove users and modules without penalty. Annual plans include a discount.
Can I customise the platform to match my workflows?
Extensively. Planar adapts to how you work, not the other way around. You can create custom fields, build your own workflow automations, design templates for documents and communications, and configure dashboards for different roles. Permission structures are granular—you control exactly who sees what and who can do what. For businesses with complex requirements, our professional services team can build deeper customisations. The goal is a system that reflects your operations precisely, not a generic tool you have to work around.
What does Planar actually do?
Planar is a single platform where you run your entire business. Sales, projects, invoicing, inventory, scheduling, customer communication—it's all here, connected and working together. Instead of switching between separate tools that don't talk to each other, you get one system where information flows naturally from one function to the next. When a quote becomes a job, then an invoice, then a payment, it happens in one place. Your team sees what they need, when they need it, without the friction of disconnected software.
How secure is my data?
Security is built into the product at every layer. All data is encrypted in transit (TLS 1.2+) and at rest using industry-standard AES-256 encryption. We use role-based access controls, enforce multi-factor authentication options, and undergo regular penetration testing by independent security firms. Our infrastructure is hosted on reputable cloud providers with SOC 2 Type II, ISO 27001, and GDPR compliance. Customer data is logically isolated and backed up automatically with defined retention policies to prevent data loss.
Do you integrate with the tools my team already uses?
Yes. Planar connects to the software you rely on—accounting systems like Xero and QuickBooks, payment processors, email platforms, calendars, and more. Data syncs automatically, so you're not copying information between systems or dealing with version conflicts. For anything beyond our standard integrations, our API gives you full access to build custom connections. Most teams find they need fewer external tools once they're on Planar, but we make sure the ones you keep work together properly.
How difficult is onboarding?
Most teams are up and running within a few days, not weeks. We handle data migration from your existing systems, configure the platform to match your business structure, and provide hands-on training for your team. You'll have a dedicated onboarding specialist who understands your industry and can translate your current workflows into Planar. We don't just hand you documentation and wish you luck—we stay with you until your team is confident and your operations are running smoothly on the platform.
What kind of support do you offer?
Real support from people who know the product. Every customer gets access to our support team via chat, email, and phone during business hours, with priority response times based on issue severity. You're not talking to a script—our support staff can actually solve problems and make configuration changes on your behalf when needed. We also provide a comprehensive knowledge base, video tutorials, and regular webinars. Enterprise customers get a dedicated account manager and access to 24/7 emergency support.
How does your pricing work?
Pricing is based on the number of users and the modules you need. You pay monthly or annually, with no hidden fees for storage, API calls, or basic support. Every plan includes core functionality—you're not paying extra for features that should be standard. We publish our pricing openly on our website, and we'll give you a clear quote before you commit to anything. If your needs change, you can add or remove users and modules without penalty. Annual plans include a discount.
Can I customise the platform to match my workflows?
Extensively. Planar adapts to how you work, not the other way around. You can create custom fields, build your own workflow automations, design templates for documents and communications, and configure dashboards for different roles. Permission structures are granular—you control exactly who sees what and who can do what. For businesses with complex requirements, our professional services team can build deeper customisations. The goal is a system that reflects your operations precisely, not a generic tool you have to work around.
“Our all-in-one solution.”
Planar is a modern solution to all our SMB woes, it’s simple and our team love using it everyday.
76%+
Increase in revenue for 2026
“Our all-in-one solution.”
Planar is a modern solution to all our SMB woes, it’s simple and our team love using it everyday.
76%+
Increase in revenue for 2026
“Our all-in-one solution.”
Planar is a modern solution to all our SMB woes, it’s simple and our team love using it everyday.
76%+
Increase in revenue for 2026
Build with Planar
Build with Planar
Build with Planar
Meet Planar
Your business OS
