We are PlanAutomate: Empowering the people who run project-driven business.

We build systems that amplify human intelligence, so project-driven businesses can scale smarter, move faster, and lead with confidence.

Our Mission

“We believe the true power of AI and automation is to unlock human potential. We build systems that liberate talented people from low-value, robotic work so they can focus on the high-value, strategic work that drives business forward.”

Daniel Bévort, CEO PlanAutomate

Our Philosophy on Automation

We get it. “Automation” can be a loaded word.

But at PlanAutomate, we see automation differently. For us, it’s not about eliminating people. It’s about eliminating the low-value work that wastes their time, so they can do the high-value work that drives business forward.

That means:

Project managers spend less time chasing data, more time solving problems.

Controllers stop wrangling spreadsheets, and start forecasting strategically.

Executives no longer make decisions in the dark. They lead with real-time insight.

We automate processes so your people can own outcomes.

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 that elevates their people to do the work that matters.

What we do

We turn Microsoft Dynamics 365 Finance into the operating system for your project-driven enterprise.

PlanAutomate brings together financials, operations, project delivery, and analytics into one governed, real-time system, purpose-built to give you total visibility and control.

Our platform replaces fragmented tools and disconnected workflows with:

Real-time financial insights and control

Standardized, scalable project scheduling and execution

Intelligent automation that enforces governance

No more patchwork systems. No more blind spots. Just one platform built to power your people.

Who we serve

We work with project-driven organizations across all industries. Some of the most common companies we work with run projects in:

  • Engineering & Construction
  • ETO Manufacturing & Modular Building
  • Aerospace & Defense
  • Pharmaceutical & Biotech CDMOs
  • Energy & Utilities
  • Advanced Professional Services

If your business runs on projects, but your systems weren’t designed for it, we built PlanAutomate for you.

Our Promise

We don’t just deliver software. We deliver transformation, with empathy, clarity, and deep expertise in how project businesses actually operate.

When you partner with PlanAutomate, you gain more than a platform. You gain:

  • A strategic guide for change
  • A champion for your people
  • A system that actually works the way you work

Because at the end of the day, it’s not about technology.
It’s about giving your people the power to perform at their highest level.

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 that empowered people to do more than they thought was 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 who want to enable their teams to achieve more.

Plan for profits. Plan for risk. Plan for growth. That’s PlanAutomate.

Ready to empower your team with project automation?

Reach out to us today to schedule a consultation.

Get Started