AI-Powered Business Execution Platform
Connect projects, tasks, calendar and business data. Ask ChatIX, understand the context and review the next action — on the web and iPhone, with focused products for accounting and restaurants.
Planerix Mobile · ChatIX
Ask ChatIX, plan your day and move work forward. Projects, tasks, calendar and the indicators you need, together on iPhone.
Explore Planerix MobileMobile access is arranged with the team. Features and connected sources depend on your workspace and permissions.
Actual Planerix 1.9 interface · demonstration data · captures from build 18. Open a screen to enlarge.
Choose your workspace
Start with the product built for your day. Keep the documents, people and decisions that belong together, together.
Companies & accounting firms
Keep documents, outstanding invoices, deadlines and conversations together. Give clients and accountants a shared place to get the month done.
Restaurants & hospitality groups
Bring restaurant performance, menu economics, growth, guest relationships and daily operations into one workspace for owners and teams.
Leadership & operating teams
Connect projects, tasks, calendar and business indicators with ChatIX. Explore the context and review proposed actions before they are saved.
Planerix LEG
See what needs paying, what is overdue and what your accountant still needs. Open the document behind the number, then move the conversation forward.
Purchases and sales, clearly separated
Document previews and linked payments
Assigned client access for your accountant
AI answers with references to available sources
LEG web · demonstration workspace
Planerix REST
Follow performance by location, understand menu economics and bring guest conversations into the same daily workflow.
Sales, reservations and period comparisons
Menu, campaign and delivery reporting
Guest 360 and a connected communications inbox
Native apps for owners and operational teams
Your work, wherever you are
Capture a document. Check a payment. Review the restaurant pulse. Keep a conversation moving.
Meet the iOS appsAccess arranged during onboarding. Public App Store availability is confirmed separately.
Built on Planerix Core
A shared foundation for identity, permissions, records, workflows and AI. Product-specific interfaces for the people doing the work.
Companies, projects, documents and work stay linked within the selected product.
Roles and assigned scopes keep each client, team and location in its workspace.
Assistants use the information available to the signed-in user, with review where it matters.
Connected records retain their origin. Coverage and unresolved differences stay visible.
Choose LEG for company documents, payments and accounting collaboration; REST for restaurant operations and guest relationships; Workspace for projects, goals and team execution. We can help define the first rollout.
Yes. Planerix brings context from supported sources into the relevant workspace. We confirm the connector, your permissions, data coverage and the first verified exchange during onboarding.
The native iOS apps are developed and demonstrated alongside the web products. Access and distribution are arranged during onboarding. We do not list a public App Store download until its availability is confirmed.
The assistant works within the signed-in user’s authorized scope and the configured data policy. Sensitive actions and financial or accounting conclusions remain subject to the appropriate human review.
Make it your workspace
We’ll walk through the relevant product, your current systems and a practical first rollout.