Accueil2024-11-03T20:50:18-05:00

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

À propos de Planigo

Pour augmenter vos revenus

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Pourquoi Planigo

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Ce qui a changé

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Facile à implanter

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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
2021-11-04T14:20:55-04:00
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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
2021-11-04T12:29:27-04:00
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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
2023-02-08T20:10:36-05:00
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transform_skew_y_hover="0" transition_duration="300" transition_easing="ease" transition_custom_easing="" animation_type="" animation_direction="left" animation_color="" animation_speed="0.3" animation_delay="0" animation_offset="" last="false" border_position="all" first="true"][fusion_builder_row_inner][fusion_builder_column_inner type="1_4" layout="1_4" align_self="auto" content_layout="column" align_content="flex-start" valign_content="flex-start" content_wrap="wrap" spacing="" center_content="no" column_tag="div" link="" target="_self" link_description="" min_height="" hide_on_mobile="small-visibility,medium-visibility,large-visibility"...
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
2023-02-09T20:08:16-05:00
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filter_blur_hover="0"][fusion_builder_row][fusion_builder_column type="1_2" layout="1_2" align_self="stretch" content_layout="column" align_content="flex-start" valign_content="flex-start" content_wrap="wrap" spacing="" center_content="no" column_tag="div" link="" target="_self" link_description="" min_height="" hide_on_mobile="small-visibility,medium-visibility,large-visibility" sticky_display="normal,sticky" class="" id="" background_image_id="" type_medium="" type_small="" order_medium="0" order_small="0" spacing_left_medium="" spacing_right_medium="" spacing_left_small="" spacing_right_small="" spacing_left="" spacing_right="" margin_top_medium="" margin_bottom_medium="" margin_top_small="" margin_bottom_small="" margin_top="" margin_bottom="" padding_top_medium="" padding_right_medium="" padding_bottom_medium="" padding_left_medium="" padding_top_small="" padding_right_small="" padding_bottom_small="" padding_left_small="" padding_top="50px" padding_right="20px" padding_bottom="20px" padding_left="20px" hover_type="none" border_sizes_top="" border_sizes_right="" border_sizes_bottom="" border_sizes_left="" border_color="" hue="" saturation="" lightness="" alpha="" border_style="solid" border_radius_top_left="" border_radius_top_right="" 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="" z_index_subgroup="regular" z_index="" z_index_hover="" 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="#ffffff" background_image="" lazy_load="none" skip_lazy_load="" background_position="left top" background_repeat="no-repeat" background_blend_mode="none" render_logics="" sticky="off" sticky_devices="small-visibility,medium-visibility,large-visibility" sticky_offset="" absolute="off" absolute_top="" absolute_right="" absolute_bottom="" absolute_left="" filter_type="regular" filter_hover_element="self" filter_hue="0" filter_saturation="100" filter_brightness="100" filter_contrast="100" filter_invert="0" filter_sepia="0" filter_opacity="100" filter_blur="0" filter_hue_hover="0" filter_saturation_hover="100" filter_brightness_hover="100" filter_contrast_hover="100" filter_invert_hover="0" filter_sepia_hover="0" filter_opacity_hover="100" filter_blur_hover="0" transform_type="regular" transform_hover_element="self" transform_scale_x="1" transform_scale_y="1" transform_translate_x="0" transform_translate_y="0" transform_rotate="0" transform_skew_x="0" transform_skew_y="0" transform_origin="" transform_scale_x_hover="1" transform_scale_y_hover="1" transform_translate_x_hover="0" transform_translate_y_hover="0" transform_rotate_hover="0" transform_skew_x_hover="0" transform_skew_y_hover="0" transition_duration="300" transition_easing="ease" transition_custom_easing="" animation_type="" animation_direction="left" animation_color="" animation_speed="0.3" animation_delay="0" animation_offset="" last="false" border_position="all" first="true"][fusion_builder_row_inner][fusion_builder_column_inner type="1_4" layout="1_4" align_self="auto" content_layout="column" align_content="flex-start" valign_content="flex-start" content_wrap="wrap" spacing="" center_content="no" column_tag="div" link="" target="_self" link_description="" min_height="" hide_on_mobile="small-visibility,medium-visibility,large-visibility" sticky_display="normal,sticky"...
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