planist

Demo

See planist on your own figures.

An export from your bookkeeping, a finished reconciliation on your accounts, then you decide. If you would rather look first, you get 25 minutes on video with sample data.

How it runs.

  1. 01

    You book a time

    In the calendar you pick 25 minutes for the walkthrough. We then agree with you how your export file reaches us, or you see planist on sample data first.

  2. 02

    We load your data

    Through the same two-step import you will use yourself later: first the check report, then the takeover.

  3. 03

    We show the reconciliation

    25 minutes on video on your accounts: reconciliation, account sheet, data quality and report.

  4. 04

    You decide

    If it fits, we set up your tenant. Access is by invitation only, there is no self-registration.