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Simple use cases

for your unique business

Automate with direct, simple, and obvious use cases

Accounts Payable / Accounts Receivable

Automate data extraction from invoices to streamline accounts payable and reduce manual errors.

Accounts Payable / Accounts Receivable

Automate data extraction from invoices to streamline accounts payable and reduce manual errors.

Accounts Payable / Accounts Receivable

Automate data extraction from invoices to streamline accounts payable and reduce manual errors.

Expense management

Capture and categorize expense data from receipts and statements for accurate financial reporting.

Expense management

Capture and categorize expense data from receipts and statements for accurate financial reporting.

Expense management

Capture and categorize expense data from receipts and statements for accurate financial reporting.

Financial Document Processing

Examine documents like balance sheets, financial statements, cash flow statements, and more.

Financial Document Processing

Examine documents like balance sheets, financial statements, cash flow statements, and more.

Financial Document Processing

Examine documents like balance sheets, financial statements, cash flow statements, and more.

Statement Reconciliation

Extract and match bank transaction data with internal records to quickly identify discrepancies.

Statement Reconciliation

Extract and match bank transaction data with internal records to quickly identify discrepancies.

Statement Reconciliation

Extract and match bank transaction data with internal records to quickly identify discrepancies.

Innovate with

enterprise standards

| SOC 2 Type 1 compliant

Planflux is SOC 2 Type 1 compliant; report attesting design and control effectiveness available on request

| SOC 2 Type 1 compliant

Planflux is SOC 2 Type 1 compliant; report attesting design and control effectiveness available on request

| State of the art technology

Uses the latest OpenAI language models and Microsoft systems to ensure max reliability and performance

| State of the art technology

Uses the latest OpenAI language models and Microsoft systems to ensure max reliability and performance

| AI-led, human-assisted validation

Human-in-the-loop ensures 100% data validation and throughput maximization simultaneously

| AI-led, human-assisted validation

Human-in-the-loop ensures 100% data validation and throughput maximization simultaneously

| Start in <1 week

Begin automating without providing data, minimal user training, and built-in integrations

| Start in <1 week

Begin automating without providing data, minimal user training, and built-in integrations

Discover what our customers

have to say about Planflux

Explore the testimonials and feedback from our valued customers to gain insights into their experiences and satisfaction with Planflux.

"Our claims administrators found that they spent a lot of time on claims intake as opposed to other high value work. Planflux reduced the time spent on this process substantially."

Jill Trimmel

CEO at Elevate Claims Solutions, Independent Adjuster

"By automating packing slip intake, our project managers can now focus on more critical aspects of the project like scheduling and estimating."

Sullivan & McLaughlin Companies

New England‘s Largest Electrical Contractor

‘’This API has accelerated our data processing and analysis. The ease of data integration, which enables us to provide more personalized services to our customers, is invaluable. It has made a significant contribution to our company's data-driven strategy.’’

Robert Fox

Founder & CEO

"Our claims administrators found that they spent a lot of time on claims intake as opposed to other high value work. Planflux reduced the time spent on this process substantially."

Jill Trimmel

CEO at Elevate Claims Solutions, Independent Adjuster

‘’This API has contributed greatly to the rapid growth of our company. It impressed me with its flexibility and reliability, allowing us to provide a better experience to our customers and improve our products. It has created a positive impact among our partners.’’