Stop Juggling Tools.
Start Doing the Work.
Planify integrates your clients, tasks, and finances into one high-performance workspace. Keep your focus internal and your business organized.
No credit card required.
One Tool
Replaces 4+ Subscriptions
Global Ready
Built-in Multicurrency
Modern Web UI
High Performance
Risk Free
100% Free to Start
Designed for absolute simplicity
01. Identity
Define Client
Centralize data & client profiles.
02. Value
Set Contract
Multicurrency budget agreements.
03. Context
Mapping Tasks
Internal Kanban & focus tracking.
04. Audit
Transactions
Log expenses & payments instantly.
One platform. Six powerful modules.
Replace your stack of disconnected tools with a single, coherent workspace.
Clients
Centralize all client profiles, history, and financial agreements in one place. No more searching through threads for basic contract info.
- Private client profiles
- Financial history logs
- Contract attachment support
Team Tracking
Keep a private directory of your contractors and teammates. Track contact info and history without needing a separate CRM.
- Contractor directory
- Resource tracking
- Private team notes
Tasks
Visual Kanban boards for your personal productivity. Organize your day, track focus, and move projects forward without the clutter.
- Drag-and-drop Kanban
- Personal focus labels
- Clean task management
Contracts
Create financial agreements linked to specific clients. Define scope, budget, and currency. Track the lifecycle from draft to fully executed.
- Multicurrency budgets
- Draft → Active → Complete lifecycle
- Linked to clients & tasks
Transactions
Log every income and expense against specific contracts or clients. Real-time balance with per-transaction currency conversion built in.
- Income & expense logging
- Per-transaction currency rates
- Real-time financial dashboard
Accounts
Track every dollar in and out. Log income from transactions, manage team payouts, and see your real-time balance — all in one financial overview.
- Income & payout tracking
- Real-time balance dashboard
- Bulk team payout support
Financials linked directly to your output.
Stop jumping between tools. Planify links your contracts and transactions directly to your project tasks, providing a real-time balance of your business health.
-
Multicurrency Support
Handle global clients with per-transaction conversion rates.
-
Personal CRM for Clients
Keep absolute clarity on every client relationship with dedicated financial and project threads.
Stop stitching tools together.
Most teams run on 4–6 disconnected apps. Planify replaces all of them.
Planify
Others
We removed the friction so you can focus.
Addressing the quiet questions before you start.
"Is this too technical for me?"
Planify is built for humans, not just machines. If you can use a spreadsheet, you can master Planify in 15 minutes. No complex configuration required.
"Will it work for a solo founder?"
Absolutely. The core experience is optimized for the 'army of one' who needs to manage many clients and projects without losing their mind in the details.
"Is this just another shiny tool?"
Generic tools make you work for them. Planify works for you by linking your tasks directly to your bank balance. It's a business engine, not just a task list.
"What if I set it up wrong?"
Planify is designed for absolute simplicity. There’s no complex setup or onboarding—just log in, define your first client, and start tracking.
Join 1,200+ teams who switched this year.
Real feedback from real users.
"Planify replaced three different tools for us. We now manage our creative tasks and contractor payments in one single, beautiful dashboard."
Sarah Jenkins
Creative Director, Studio Bloom
"The multicurrency support is a lifesaver. As a solo dev working with clients in the US and Europe, the financial tracking is worth the price alone."
Marcus Thorne
Independent Fullstack Dev
"Editorial typography meets technical power. It's the only project management tool that doesn't feel like a spreadsheet."
Alex Riva
Founder, Linear Labs
Pricing for every scale.
Simple, predictable, and fair.
Free
For starting your journey.
- ✓ 1 active project
- ✓ Basic task boards
- ✓ Single currency
- – Team tracking
- – Financial dashboard
Pro
For scaling your freelance business.
- ✓ Unlimited projects
- ✓ Multicurrency engine
- ✓ Team tracking system
- ✓ Accounts dashboards
- ✓ Client CRM profiles
Ultra
For maximum customization.
- ✓ Custom branding
- ✓ Advanced data export
- ✓ Priority support
- ✓ Everything in Pro
- ✓ Custom dashboard colors
Frequently Asked Questions
Can I manage multiple clients at the same time?
Yes. Planify is built for context-switching. Each client has their own siloed profile, contracts, and financial history, making it easy to manage a heavy workload.
How does multicurrency conversion work?
You can set a base currency for your workspace and define per-transaction conversion rates manually. Each contract can have its own agreed currency independent of your base.
Is my financial data secure?
Absolutely. We use bank-grade AES-256 encryption at rest and TLS in transit. Your financial data is isolated per-workspace and never shared with third parties.
What is the difference between Transactions and Accounts?
Transactions are individual income/expense records linked to contracts. Accounts gives you a high-level financial overview — total income, team payouts paid out, and your running balance.
Can I manage multiple clients at the same time?
Yes. Planify is designed for multi-client workflows. Each client has their own profile, contracts, and transaction history, all separated cleanly from others.
What devices are supported?
Planify is a mobile-responsive web app designed for modern browsers. You can access your workspace from any desktop, tablet, or smartphone without installing any extra software.
Reclaim your focus.
Built for solo founders and freelancers who care about craft, clarity, and getting paid on time.