SolutionsSolutions

Accountants

Keep every number connected to the work behind it. Less manual searching. Fewer disconnected spreadsheets. More confidence in your numbers.

  • Invoices in one place

    Keep invoices organised, accessible, and connected to the right business context.

  • Real-time financial overview

    See revenue, costs, profit and financial performance without building another spreadsheet.

  • Costs you can track

    Connect financial data with jobs, workers, subcontractors and actual work performed.

PlanMee dashboard overview
Profit
Profit rate 7%
Current18,584 $
Target20,000 $
2520151050
JanuaryFebruaryMarch
Tasks in progress14
+4Compared to last month
Features

Everything in one place.

PlanMee serves every role on your team — from the office to the job site.

Keep billing under control

Every invoice where you expect it

Keep invoices organised and connected to the clients and work they belong to.

  • Track invoice status and amounts
  • Find billing information quickly
  • Reduce manual administration
Every invoice where you expect it
See the numbers clearly

Financial performance without the spreadsheet maze

Get a clear overview of revenue, costs and profitability using data already available across PlanMee.

  • Financial performance over time
  • Revenue and cost visibility
  • Profit overview
Financial performance without the spreadsheet maze
Protect your margins

What is every job really costing you?

Compare planned and actual costs while there's still time to act — not after the job is finished.

  • Budget vs. actual cost visibility
  • Monitor revenue and profit
  • Understand job profitability
What is every job really costing you?
From accounting to insight

Turn financial data into business answers

Give management a clear picture of performance without manually rebuilding reports every time someone asks.

  • Revenue and cost KPIs
  • Operational context behind financial results
  • Consistent reporting
Turn financial data into business answers
From deal to invoice

Follow the financial story from the beginning

Sales closes the opportunity. Operations delivers the work. Finance handles the numbers. PlanMee keeps the context connected.

  • Less manual handover between departments
  • Financial data connected with operations
  • One source of information across teams
Follow the financial story from the beginning

...and much more

  • Documents

    Keep contracts, drawings and specifications together.

  • Reports

    Instant reporting for jobs, meetings and audits, with attachments included.

  • Invoices

    Create and send invoices straight from project data, without re-entering numbers.

  • Tickets

    Log and resolve issues from the field without a separate tool.

  • Calendar

    All deadlines, site visits and meetings on one shared timeline.

  • Subcontracts

    Track subcontractor work, costs and invoices alongside your own jobs.

  • Employees

    One database of workers, hourly rates and contracts, always up to date.

  • Clients

    Every client, order and conversation in one place — nothing lost between handoffs.

  • Attendance

    See who checked in, where, and for how long — without chasing timesheets.

Contact

Still looking for an answer?

Tell us how your company runs today and we will tell you honestly whether Planmee fits.

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