Accueil2024-02-22T17:19:49+00:00

Pourquoi choisir Planigo

Planigo possède des fonctions uniques de planification et d’automation qui apportent l’efficience dans la gestion et le déroulement des opérations.

À propos de Planigo

Notre cheminement vers le développement de Planigo, logiciel de planification de projets pour cabinets comptables. Le but final a toujours été le même : améliorer la productivité, sous tous ses aspects.

Comment ça marche?

Nous vous fournissons des mandats modèles et les adaptons à vos besoins. Tout est intégré et géré par Planigo, des données clients jusqu’à la facturation.

Le seul logiciel métier pour planifier et gérer les projets comptables.

LES INTERFACES DE PLANIGO

Brève démonstration du tableau de bord et du CRM, les principales interfaces de Planigo.

Les projets avanceront automatiquement dans les calendriers
de travail des employés.  Fini les suivis fastidieux.

Monter un calendrier de production

Cette vidéo montre comment on attribue les différentes activités d’un mandat dans les calendriers de travail des employés.
En ouvrant le Planificateur, on voit automatiquement les différents mandats à gérer et les activités à attribuer aux personnes choisies.

On a un portrait des mandats en cours et ceux à venir pour mieux planifier vos opérations.

Les heures des employés seront automatiquement saisies.
Bien difficile d’en oublier.

Saisie de temps et justification

Lorsqu’un employé a terminé une activité, une boîte de temps s’ouvre automatiquement.
Il rentre le temps qu’il a pris pour réaliser l’activité et décrire brièvement ce qu’il a fait.
On s’assure que toutes les heures sont enregistrées et on connaît le déroulement des opérations.

On a toute l’information à jour avant de compléter un projet et facturer le client.

Vous voulez voir l’avancement et la rentabilité de chaque mandat, et en temps réel?
Oui c’est facile, en un seul clic vous verrez tout ça.

Lancement de mandats et budget en temps réel

On voit sur une page tous les projets à démarrer dans un cabinet comptable. Plus besoin de chercher.
En sélectionnant un mandat, se présente les étapes à réaliser et le temps prévu pour chacune d’elles. En cliquant sur le budget, apparait chaque étape, les personnes mandatées et le statut de chacune.

On présente ensuite le temps prévu pour la réaliser, une description de l’événement, le temps saisi à date et l’écart par rapport à la prévision.

Logiciel de planification de projets pour cabinets comptables

Les avantages de Planigo?

Voyez notre comparateur de 3 logiciels sur le marché!

DES CLIENTS SATISFAITS

Benoit Bélanger, CPA

Benoit Bélanger, CPA
Associé Principal
Gamma Comptabilité
https://www.gammacanada.com/equipe

Quote - Citation - guillemet

Nous avons obtenu de Planigo exactement ce quoi on s’attendait.

Louis Farley CPA

Louis Farley, BSc, CPA, CA
Président
VF Innovation
https://www.vfinnovation.com

Quote - Citation - guillemet

Je suis maintenant outillé pour bien planifier la livraison et générer plus de revenus.

Planigo
2021-11-04T14:20:55+00:00
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border_radius_bottom_right="" border_radius_bottom_left="" box_shadow="no" box_shadow_vertical="" box_shadow_horizontal="" box_shadow_blur="0" box_shadow_spread="0" box_shadow_color="" box_shadow_style="" overflow="" background_type="single" gradient_start_color="" gradient_end_color="" gradient_start_position="0" gradient_end_position="100" gradient_type="linear" radial_direction="center center" linear_angle="180" background_color="" background_image="" background_position="left top" background_repeat="no-repeat" background_blend_mode="none" render_logics="" filter_type="regular"...
Isabelle Veilleux
CPA Auditrice, CMA
Présidente, Cabinet Veilleux Comptabilité et Fiscalité Inc
https://www.veilleuxcomptable.com/

Quote - Citation - guillemet
L’implantation du logiciel s’est faite facilement avec tous les membres de mon personnel qui l'ont tous grandement apprécié. Ils ont rapidement constaté l’économie de temps que Planigo.co permettait à la suite de la centralisation des données, et ce, pour toute l’équipe.

Billy Mokas,  CPA auditeur, CGA et associé
Propriétaire de l'entreprise Billy Mokas CPA inc.
https://billymokascpa.com/

Quote - Citation - guillemet

Planigo a grandement contribué à me rendre plus efficient et à rentabiliser mon entreprise.

Planigo
2021-11-04T12:29:27+00:00
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border_radius_bottom_right="" border_radius_bottom_left="" box_shadow="no" box_shadow_vertical="" box_shadow_horizontal="" box_shadow_blur="0" box_shadow_spread="0" box_shadow_color="" box_shadow_style="" overflow="" background_type="single" gradient_start_color="" gradient_end_color="" gradient_start_position="0" gradient_end_position="100" gradient_type="linear" radial_direction="center center" linear_angle="180" background_color="" background_image="" background_position="left top" background_repeat="no-repeat" background_blend_mode="none" render_logics="" filter_type="regular"...
Utilisateur PlaniGo
Lan Vinh
CPA
Président, Lan Vinh CPA Inc.

Quote - Citation - guillemet

J'apprécie particulièrement l'outil CRM dans PlaniGo.

Marie-Josée Beaulieu CPA Utilisatrice de PlaniGo
Marie-Josée Beaulieu
CPA
MJB CPA

Quote - Citation - guillemet

J’ai grandement apprécié les services de formation d’Isabelle et sa rapidité à retourner mes appels.

Planigo
2023-02-08T20:10:36+00:00
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Hélène Giard CPA Utilisatrice de PlaniGo
Hélène Giard, CPA
Présidente
Giard CPA Inc.

https://giardcpa.com

Quote - Citation - guillemet

PlaniGo nous a donné une infrastructure pour livrer et gérer nos projets.

Planigo
2023-02-09T20:08:16+00:00
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Êtes-vous de ces firmes qui facturent à rabais?

Êtes-vous de ces firmes qui facturent à rabais?

Le taux horaire que vous facturez à vos clients doit correspondre à la valeur du service que vous offrez. Mais le coût horaire que vous utilisez pour définir le taux facturable, reflète-t-il la vraie valeur de vos services ?

J’ai constaté que dans les cabinets comptables, on facture souvent à […]

En plein contrôle de tout le temps réalisé et enregistré

En plein contrôle de tout le temps réalisé et enregistré

Votre système de feuilles de temps a-t-il les propriétés suivantes ?

  • Il ne tient pas compte du temps réalisé après avoir terminé une année financière et le facturer plus tard.
  • Il permet aux employés de modifier en tout temps les feuilles de temps passés ou à venir.
  • Il ne […]

Série – Réduire les travaux en cours

Série – Réduire les travaux en cours

Les meilleurs moyens pour réduire l’inventaire des travaux

Du point de vue gestion, les travaux en cours dans un cabinet comptable c’est comme les inventaires d’une entreprise manufacturière. Il faut les réduire au minimum pour être productif et rentable.

Un sondage réalisé récemment sur LinkedIn montre qu’ils représentent plus de 30% des revenus annuels […]

Réduire les travaux en cours

Réduire les travaux en cours

Un bon indicateur de productivité

Un récent sondage sur LinkedIn auprès des cabinets comptables du Québec démontre que pour près de la moitié d’entre eux (47%), les travaux en cours représentent plus de 30 % de leurs revenus annuels. En temps moyen, c’est 4 mois pour livrer les projets.

Comment expliquer qu’on prend en moyenne 4 […]

Le ‘’RUSH d’impôts’’ finit le 15 avril

Bonne nouvelle pour les cabinets comptables

Avec notre solution, votre cabinet comptable vivra facilement la prochaine période d’impôt et la journée du 30 avril sera bien tranquille. 

Vous contrôlerez totalement le volume de production quotidien et vos employés ne subiront plus le stress des années passées. Vous compléterez ce projet à près […]

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