Contact us
Tell us about a reporting, diligence, or monitoring workflow and we'll show you how PlanRight handles it — sourced, end to end.
What happens next
A clear, predictable path from first message to a working pilot.
Step 01
First response within 24 hours
A member of the team reads your message personally and replies with next steps — no ticket queue, no routing delays.
Step 02
Discovery call tailored to your firm
We walk through your sources — SharePoint, data rooms, Excel, email — your compliance posture, and the workflow you want PlanRight to own. 30 to 45 minutes.
Step 03
Pilot proposal in one week
You receive a scoped pilot with the specific workflow, connected sources, and success metrics. Production rollouts typically run 3–6 weeks from signed proposal.
Frequently asked questions
The questions teams ask us most often.
What does PlanRight cost?
$5,000 per month, flat. That includes the whole platform, unlimited people, and 1 billion tokens every month. No per-seat pricing, no usage tiers, no hidden fees — and a free 30-day trial before you pay anything.
Does PlanRight give investment advice?
No. PlanRight is built for the internal work around the deal — portfolio monitoring, reporting, diligence, and operating reviews. It does not make investment recommendations or act as a robo-advisor. Every output is sourced back to your own material for your team to review and decide.
Which sources and systems does PlanRight connect to?
Sources: SharePoint, OneDrive, Microsoft 365 email, Excel and CSV, PDFs (including scanned, via OCR), PowerPoint, Word, and data-room exports. Where your team asks: Microsoft Teams, Slack, web chat, Discord, Telegram, and email.
What does governance and compliance look like?
Every response passes through guardrails (pre- and post-execution) with PII detection and output sanitization, and lands in a full audit log with user, action, and IP. Role-based access is granular — per user, group, skill, agent, and memory space — and per-user cost controls plus token budgets keep spend in view. Sourced answers mean every output is traceable and exportable.
Can we bring our own LLM provider?
Yes. PlanRight is provider-agnostic and supports Claude, GPT, Gemini, Azure OpenAI, and local or open-source models via Ollama or vLLM. Per-agent model overrides and fallback chains are built in.
Still weighing whether PlanRight fits your firm?
Drop us a line even if you are not ready to commit. We will share reference workflows, walk you through a live session on a sample operating review or board update, and answer the specific questions your team and compliance are asking — no pressure, no sales script.
CDUPUY@PLANRIGHT.AI · +1 (225) 329-4833