Happy,Successful,Mature,Investor,Woman,Celebrating,Profit,,Income,From,Investment,

Planigo

C'est beaucoup plus

payant!

"Nos revenus ont augmenté de 30%."

Smiling,Middle,Aged,40s,Professional,Business,Woman,In,Office,,Portrait.

"J’ai diminué mes coûts de 10%.
On a plus de temps pour servir nos clients. On répond a plus de besoins.
On attire plus de clients."

Comment on a fait ça

Planigo

"On a diminué les coûts de 10%."

C'est beaucoup plus

payant!

Man,Is,Satisfied,About,Results.,Successful,Team,Are,Working,Together

Planigo

C'est beaucoup plus

payant!

"Nos profits ont doublé."

Comment on a fait ça

Le seul logiciel de planification de projets
pour gérer les tâches comptables.

Planigo est un logiciel de planification de projets pour cabinets comptables. Il simplifie la production et accélère la livraison des projets. Par conséquent, que ce soit pour coordonner vos équipes, organiser vos projets ou encore suivre vos échéances, notre solution est spécifiquement conçue pour répondre aux besoins des professionnels de la comptabilité. Par ailleurs, en ouvrant le Planificateur, vous voyez immédiatement les mandats à gérer et les activités à assigner. De plus, vous obtenez un portrait clair des mandats en cours et à venir, ce qui facilite considérablement la planification de vos opérations. Par exemple, cette vidéo montre comment attribuer les activités d’un mandat dans les calendriers des employés, ainsi vous simplifiez vos processus internes.

Enfin, les heures des employés seront automatiquement saisies dans le logiciel, rendant impossible tout oubli.
En résumé, avec Planigo, vous gagnez en efficacité, en précision et en tranquillité d’esprit.

À propos de Planigo

Pour augmenter vos revenus

Your Content Goes Here

Pourquoi Planigo

Pour augmenter vos revenus

Your Content Goes Here

Ce qui a changé

Pour augmenter vos revenus

Your Content Goes Here

Facile à implanter

Pour augmenter vos revenus

Your Content Goes Here

Les projets avanceront automatiquement
dans les calendriers de travail des employés.
Donc, fini les suivis fastidieux.

Monter un calendrier de production

Cette vidéo montre comment attribuer les activités d’un mandat dans les calendriers des employés. En ouvrant le Planificateur, vous voyez immédiatement les mandats à gérer ainsi que les activités à assigner. De plus, vous obtenez un portrait clair des mandats en cours et à venir, ce qui, en retour, facilite la planification de vos opérations.

Les heures des employés seront automatiquement saisies
dans le logiciel de planification de projets pour comptables.

Saisie de temps et justification

Lorsqu’un.e employé.e termine une activité, une boîte de temps s’ouvre automatiquement. À ce moment, il y collige le temps pris ainsi qu’une brève description de l’activité. Ainsi, toutes les heures sont enregistrées, ce qui permet de suivre efficacement le déroulement des opérations. En outre, toutes les informations sont non seulement à jour, mais également prêtes à être utilisées pour compléter le projet et facturer le client.

Vous souhaitez suivre l’avancement et la rentabilité
de vos mandats en temps réel ?
En un seul clic, vous aurez toutes les informations.

Lancement de mandats et budget en temps réel

Sur une seule page, vous voyez tous les projets à démarrer, ce qui vous évite de devoir chercher. Ainsi, en sélectionnant un mandat, vous accédez directement aux étapes et au temps prévu pour chacune. Par la suite, en cliquant sur le budget, chaque étape apparaît avec les personnes mandatées et leur statut. De plus, le temps prévu, la description de l’événement, le temps saisi et l’écart par rapport à la prévision sont non seulement clairement présentés, mais également faciles à analyser.

Autres courtes vidéos pertinentes pour vous.

Cliquez ici

DES CLIENTS SATISFAITS

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

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

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

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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filter_opacity_hover="100" filter_blur_hover="0" animation_type="" animation_direction="left" animation_speed="0.3" 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="stretch" content_layout="column" align_content="flex-start" valign_content="flex-start" content_wrap="wrap" spacing="" center_content="no" 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=""...

https://planigo.co/testimonials/temoignage-2/

Isabelle Veilleux
CPA Auditrice, CMA
Présidente, Cabinet Veilleux Comptabilité et Fiscalité Inc
https://www.veilleuxcomptable.com/

L’implantation du logiciel de planification de projets pour comptables 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/

Planigo a grandement contribué à me rendre plus efficient. De plus, le logiciel de planification de projets a contribué à rentabiliser mon entreprise.

Planigo

2021-11-04T12:29:27-04:00

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https://planigo.co/testimonials/temoignage-1/

Lan Vinh
CPA
Président, Lan Vinh CPA Inc.

J'apprécie particulièrement l'outil CRM dans PlaniGo.

Marie-Josée Beaulieu CPA Utilisatrice de PlaniGo

Marie-Josée Beaulieu
CPA
MJB CPA

https://www.comptabilitemjb.com/

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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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"...

https://planigo.co/testimonials/5-et-6-fr-2023-02/

Hélène Giard CPA Utilisatrice de PlaniGo

Hélène Giard, CPA
Présidente
Giard CPA Inc.

https://giardcpa.com

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

Planigo

2023-02-09T20:08:16-05:00

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https://planigo.co/testimonials/temoignage-2c/

Planigo

Planigo est un logiciel métier unique, spécialement conçu pour répondre aux besoins des cabinets comptables au Québec. Développé par un comptable expérimenté, il vise à optimiser la gestion des activités et des projets, et, par conséquent, à réduire les délais. Cette réduction permet ainsi aux cabinets d’accroître leur efficacité et leur rentabilité.

Quelques avantages clés pour les comptables québécois :

Planification et gestion de projets simplifiées : Planigo offre un workflow optimisé pour la gestion des projets, permettant, de ce fait, une planification claire des tâches, l’attribution aux employés et le suivi de l’avancement. Ainsi, fini les feuilles de calcul complexes et les outils disparates, car tout est centralisé dans une seule plateforme.

Gain de temps et productivité accrue : En automatisant les tâches administratives chronophages, telles que la gestion des horaires, la planification des dossiers et les communications internes, Planigo libère du temps précieux pour les comptables et leur équipe. Par conséquent, ils peuvent se concentrer sur les tâches à valeur ajoutée, comme le conseil client et l’analyse financière.

Amélioration de la rentabilité : Grâce à une meilleure gestion des temps et des ressources, Planigo permet de réduire les coûts opérationnels et d’optimiser l’utilisation des employés. De plus, une gestion de projet efficace permet de respecter les échéances et d’éviter les dépassements de budget, contribuant ainsi à une meilleure rentabilité.

1- Outils d’analyse et de suivi performants : Planigo propose une boîte à outils complète, incluant notamment des diagrammes de Gantt et des rapports personnalisables, pour suivre l’avancement des projets, évaluer les résultats et identifier les axes d’amélioration.

2- Facilité d’implantation et d’utilisation : L’interface intuitive de Planigo rend son adoption facile pour l’ensemble du personnel. En effet, de nombreux témoignages de clients soulignent la rapidité de la mise en place et l’appréciation des équipes pour cet outil.

3- Adapté aux spécificités québécoises : Conçu au Québec, Planigo comprend les enjeux et les particularités du marché comptable québécois.

En conclusion, Planigo est bien plus qu’un simple logiciel de planification. C’est en réalité, un outil stratégique qui permet aux cabinets comptables québécois de :

Optimiser les opérations 77%

Améliorer la productivité 82%

Accroître la rentabilité 72%

Mieux servir les clients 79%