One platform, focused products
Planerix Core connects the foundations. LEG, REST and Workspace give each team the tools, language and daily view that fit their business.
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 Mobile · ChatIX
Ask ChatIX, plan your day and move work forward. Projects, tasks, calendar and the indicators you need, together on iPhone.
Request a walkthroughMobile 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.
Ask by text or voice. Open a task, project or event in the conversation and explore the information available to you.
ChatIX prepares task and event changes. Review the details, confirm the action and open the saved result.
Plan your own day, then work with project members in a separate team space. Responsibilities, dates and discussion stay together.
Choose available metrics, inspect the period and compare reliable data. The assistant uses verified values for charts.
Planerix graphs link accessible records so you can follow the context behind a question. A link shows a recorded relationship; it does not by itself prove why a business result changed.
Projects, tasks and calendar events connect through ownership, dependencies and scheduling. Open the related record and continue the work.
Follow available links between documents, payment evidence and accounting events. Financial totals come from reconciled records.
Explore permitted relationships between guests, reservations, orders and locations, within the selected business scope.
The Integration Center brings connection status, history and available indicators together. Accounting, payments, restaurant systems and marketing sources are configured for your workspace. Availability, freshness and missing data remain visible.
A listed connector is not a completed connection. Local iPhone calendars stay on the device; personal Google connections require their own authorization and availability checks.
The shared foundation
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.
We scope the relevant roles, source systems and outcomes before adding more modules. A visible source record and a clear next step come first.
Start with the people and recurring work the product will support.
Authorize the right sources, map records and verify the first exchange.
Assign access, review the workflow and introduce the mobile experience.
Make it your workspace
We’ll walk through the relevant product, your current systems and a practical first rollout.