The company intelligence platform

PlanRight forEveryone

Many industries. Only one price.

Ask anything about your company. Get sourced answers. Real work. In seconds. PlanRight reads the documents, spreadsheets, email, and drives you already have, and answers like an analyst — with the receipts.

30 days free · Then $1,000/month* · Everyone included

*3-year contract. Model usage not included: bring your own model, pay as you go on ours, or run on PlanRight-hosted models for far less.

How an answer gets built

Every answer carries its receipts

Throw in everything — every drive, inbox, and data room, gigabytes at a time. Ask across all of it. Ship the deliverable, with every fact traced back to the page it came from.

01

Connect

Everything you have. Once.

41,208

files, read in full

12.6 GB of PDFs, spreadsheets, email, and decks across SharePoint, OneDrive, and Outlook. Loaded once.

3 of them held the answer

  • Acme MSA 2024.pdf

    …renews automatically on September 30, 2026 unless…

  • Renewal Tracker.xlsx

    Acme Corp · Renewal · 10/15/2026 · J. Park

  • RE: Acme renewal timing

    …Legal is still deciding whether to push the date

02

Ask

Like you’d ask an analyst

What is Acme’s current renewal date?

You · just now

K

Renewal date

Sep 30, 2026

Per the executed contract1

Your tracker says Oct 152, and on Sep 9 the client said Legal was still deciding3.

Sources disagree — flagged for review
1MSA · §9.22Tracker · row 413Email · Sep 9
41,208 files searched · 3 cited · 4.2sDraft the brief →
03

Ship

The finished work, cited

PlanRight briefSep 17, 2026

Acme Renewal Brief

Prepared for the Q3 account review

Recommendation. Plan against the September 30 renewal1 and confirm with Legal before the tracker date2 is used externally.

Sep 9

Client email

Undecided

Sep 30

Executed contract

Controlling

Oct 15

Renewal tracker

Unverified

¹ Acme MSA 2024.pdf, §9.2  ·  ² Renewal Tracker.xlsx, row 41  ·  ³ Email, Sep 9, 2026

Delivered to TeamsDOCXPDFPPTXXLSX
ReadsSharePointOneDriveExcel & CSVOutlook & emailPDF & WordDecksData roomsTeams & meetings
Case study

DiningRD: Streamlining Menu and Recipe Workflows with AI

DiningRD partnered with PlanRight to cut the manual work in recipe and menu management. Together they built AI-assisted workflows for recipe adaptation, menu generation, menu conversion, recipe tagging, and facility menu conversion. Each dietitian now saves about ten hours a week, time that goes back into nutrition review and customer-facing work.

  • Recipe Adaptation
  • Menu Generation
  • Menu Conversion
  • Recipe Tagging
  • Facility Menu Conversion
Read the case study

Results

About10 hours

saved per dietitian per week,

roughly 520 hours a year each, redirected to nutrition review, customer support and menu development.

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, everyone included, for one flat monthly price. Budget it once, roll it out to everyone.

One plan. The only plan.

$1,000/month*

The whole platform. Everyone included.

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

*Billed monthly on a 3-year contract. Model usage is not included: bring your own model keys, run Claude, GPT, or Gemini through us and pay only for what you use, or run on PlanRight-hosted models for far less.

Everything included

  • The whole platform — every feature, every agent, and over 50 connectors, growing daily
  • Unlimited people. No seats, no per-user math
  • Bring your own model (Claude, GPT, Gemini, Azure, local) or use PlanRight-hosted models
  • 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
  • Hidden platform or onboarding fees

Run PlanRight on one real workflow

Start a free trial, 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 $1,000/month for everyone on a three-year contract. No seats, no surprises.

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