PlanRight
The company intelligence platform

PlanRight forEverything

Many industries. Only one price.

$5,000/month

PlanRight reads your documents, spreadsheets, email, and drives, builds a knowledge graph of what your company knows, and answers like an analyst — with citations. Agents draft the deliverables, on infrastructure you control.

Free 30-day trial. No credit card. Then $5,000/month flat — unlimited people, 1B tokens included.

PlanRight · Company intelligence
Sourced
Prep me for the Northwind renewal — terms, open issues, and the latest numbers.
PlanRightKnowledge graph · 6 sources

Here's your sourced renewal brief — Northwind:

  • ACV $420K · renews Sep 30MSA v4.pdf
  • Gross margin 61% (▲4 pts)Finance.xlsx
  • 3 unresolved issues in the threadInbox
Renewal date differs across sources: Sep 30 (contract) vs Oct 15 (pipeline sheet) — flagged for review.
Renewal brief · Northwind.pptxGenerated
Ask anything your company knows…

Connects to where your company’s knowledge already lives

SharePointOneDriveExcel & CSVOutlook & emailPDF & WordDecksData roomsTeams & meetings
Demo

Watch the demonstration

A 90-second demonstration video: connect your sources, ask a sourced question, catch a conflict, ship the deliverable — and see the price.

0:002:08
The platform

Everything your company knows, put to work

PlanRight ingests your documents, spreadsheets, emails, and connected drives, extracts the facts into a knowledge graph, and lets everyone ask questions against the source — with citations, agents, and audit trails.

Reads everything you have

Bulk-import archives of any size — hundreds of thousands of documents in days — at no per-document cost, then let new files, email, and drive changes flow in continuously. SharePoint, OneDrive, Microsoft 365 email, Excel, PDFs (even scanned, via OCR), decks, and data rooms.

Answers like an analyst

Multi-hop, cross-document, entity- and date-aware questions, answered with the exact document and passage cited. When sources disagree, PlanRight flags the conflict instead of quietly picking one. Measured, not promised: 88.6–90.5% strict accuracy on adversarial cross-document evals.

A knowledge graph, not guesswork

Entities, facts, and relationships — companies, people, contracts, metrics — extracted into a queryable graph with hybrid semantic search, so answers come from your source material, not a model's best guess.

Agents that finish the work

Custom agents with sub-agent delegation, 30+ built-in tools, scheduling, and persistent memory of your company's facts and decisions. They deliver reports, briefs, and memos as PowerPoint, Excel, Word, or PDF — with deterministic finance calcs (IRR, MOIC, TVPI) where numbers matter.

Works where your team works

Microsoft Teams, email, and web chat, with scheduled briefings delivered on a cadence and live meeting participation. Ask from anywhere; the answer carries its sources with it.

Governed, auditable, and yours

Role-based access down to the skill, agent, and memory space. Pre- and post-execution guardrails with PII detection and output sanitization, a complete audit log, and per-user token budgets with cost dashboards. Runs fully on-premises with local models, or on any provider you choose — Claude, GPT, Gemini, Azure OpenAI, Ollama, vLLM.

Role-based accessGuardrails + PII detectionFull audit logToken budgets + cost dashboardsOn-prem or cloudBring your own model
Pricing

The price is on the website

Small businesses should not have to choose between adopting AI and controlling costs.

Most platforms make pricing a sales process. Ours is a sentence: the whole platform and a billion tokens a month, for one flat price. Budget it once, roll it out to everyone.

One plan. The only plan.

$5,000/month

1,000,000,000 tokens included. Every month.

Your whole company on one predictable line item — the same price for a team of ten or a floor of a thousand.

Everything included

  • The whole platform — every feature, connector, and agent
  • Unlimited people. No seats, no per-user math
  • 1 billion tokens included every month
  • Any model provider — Claude, GPT, Gemini, Azure, or local
  • Deploy on your infrastructure or ours
  • Governance, audit log, and cost dashboards
  • Free 30-day trial before you pay anything

What you’ll never see

  • Per-seat pricing
  • Usage tiers
  • “Contact sales” to learn the price
  • Surprise overage bills
  • Hidden platform or onboarding fees

Run PlanRight on one real workflow

Book a demo, or let us pilot a single workflow with you — turn monthly reports into an operating review, build a sourced board update, or stand up a scheduled briefing for your team. When you’re ready, it’s $5,000/month for everyone. No seats, no surprises.

Monthly reports → operating reviewSourced board updateContract & renewal briefsScheduled team briefings