The Team Plan is great for growing businesses that only need a few workflows—it covers all the essentials to get started. The Business Plan is designed for larger teams that need more control, offering advanced features and scalability across departments. The Enterprise Plan is ideal for organizations with complex processes, high compliance needs, or custom deployment requirements. It comes with tailored onboarding, unlimited workflows, and priority support.

With the Team Plan, you can automate up to 2 workflows. The Business Plan includes up to 5, and the Enterprise Plan offers unlimited workflow automation.

Planally’s pricing is primarily user-based, with optional transaction tiers for higher-volume operations. You only pay for what your team actually uses. 

Yes. Planally is built for ease of use, allowing most users to automate workflows on their own. For those on the Business or Enterprise Plans, our team supports workflow setup, digitization, and automation tailored to your business goals.

Absolutely. We offer comprehensive group or one-on-one training sessions to ensure every user is confident in using the platform.

All customers receive email, chat, and phone support. Enterprise customers are assigned a dedicated account manager for ongoing strategic support.

Yes, we offer free trials so your team can explore Planally and assess if it’s the right fit before committing.

Planally is cloud-based and hosted securely on Microsoft Azure. Every client is hosted on a dedicated server to ensure performance and data isolation.

Your data’s security and privacy are our top priority. Planally protects information with end-to-end encryption, rigorous security audits, and the reliability of Microsoft Azure’s infrastructure. For full details, see our Security and Privacy Policy pages.

Yes. You can cancel anytime, and your access will remain active until the end of your billing cycle.

You’ll have access to data export tools to take your information with you. Upon request, we’ll also permanently delete your data from our servers hosted on Microsoft Azure.