We are PlanAutomate.
We go the distance to revolutionize project management through groundbreaking automation
Managing large, complex projects is already challenging—your technology should remove friction, not add to it.
Our Mission
We empower project-driven organizations by automating the complexities of project business—to help you focus on execution, growth, and profitability
We believe:
Projects should drive the business, not be an afterthought.
Real-time, seamless, and automated process integration is the key to smarter decision-making.
Complexity shouldn’t hold you back— your technology should embrace and automate your complexity to propel you forward.
PlanAutomate empowers organizations to plan smarter, execute better, and deliver projects with confidence.
The PlanAutomate Mindset
At PlanAutomate, we take on the biggest challenges to automate the complex processes of project-driven business. That requires us to push past normal limits, embrace challenges, and stay ahead of the pack. We go further, dig deeper, and work harder to bring our customers automation where it matters.
Our History: The Journey to PlanAutomate
PlanAutomate began in 2007, building on Axapta, which became Microsoft Dynamics AX and is now Microsoft Dynamics 365 Finance, for leading enterprise-grade stability and scalability. From the start, our solution went beyond traditional project tools, offering capabilities most businesses didn’t even know were possible.
We realized that technology alone wasn’t enough. To fully leverage our system, companies needed to redesign their processes and rethink their operations. Transformation wasn’t optional—it was essential.
That’s why we built our services team, composed of industry experts who guide customers through their transformation. Today, PlanAutomate delivers the ultimate system for project-driven businesses, backed by the expertise to ensure success. You need a plan to manage the complexity in your projects. That’s PlanAutomate.
What makes PlanAutomate the right choice?

Ready to talk about project automation?
Reach out to us today to schedule a consultation.
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