Processes

Operations

Billing & Invoicing

Why it matters

Centralized invoicing gives teams visibility into revenue, payment status, and overdue risks

Why it matters

Centralized invoicing gives teams visibility into revenue, payment status, and overdue risks

Why it matters

Centralized invoicing gives teams visibility into revenue, payment status, and overdue risks

Challenges

Billing data sits across tools, delaying insights and disconnecting finance from customer health

Challenges

Billing data sits across tools, delaying insights and disconnecting finance from customer health

Challenges

Billing data sits across tools, delaying insights and disconnecting finance from customer health

How Planhat helps

License-Linked Invoicing

Invoices generate from active licences on set cycles, keeping billing consistent and giving teams instant visibility into paid and overdue accounts

How Planhat helps

License-Linked Invoicing

Invoices generate from active licences on set cycles, keeping billing consistent and giving teams instant visibility into paid and overdue accounts

How Planhat helps

License-Linked Invoicing

Invoices generate from active licences on set cycles, keeping billing consistent and giving teams instant visibility into paid and overdue accounts

Unified Revenue View

Monitor all invoices and payments across accounts, connect revenue data to dashboards, and trigger automations when action is needed

Unified Revenue View

Monitor all invoices and payments across accounts, connect revenue data to dashboards, and trigger automations when action is needed

Unified Revenue View

Monitor all invoices and payments across accounts, connect revenue data to dashboards, and trigger automations when action is needed

Enabled by leading capabilities

System Hygiene

Keeping Planhat tidy behind the scenes

System Hygiene

Keeping Planhat tidy behind the scenes

System Hygiene

Keeping Planhat tidy behind the scenes

Data Explorer

Find answers quickly, without adding noise

Data Explorer

Find answers quickly, without adding noise

Data Explorer

Find answers quickly, without adding noise

Dashboards & Widgets

Visualise and report on any data

Dashboards & Widgets

Visualise and report on any data

Dashboards & Widgets

Visualise and report on any data

Revenue

Retain and grow revenue in one place

Revenue

Retain and grow revenue in one place

Revenue

Retain and grow revenue in one place

Automations

Minimize workload while maximizing impact

Automations

Minimize workload while maximizing impact

Automations

Minimize workload while maximizing impact

Unified Data Model

One connected home for your commercial data

Unified Data Model

One connected home for your commercial data

Unified Data Model

One connected home for your commercial data

Trusted by leading companies worldwide

Planhat for Enterprise

Planhat for Scale-ups

Planhat for Start-ups

Trusted by leading companies worldwide

Planhat for Enterprise

Planhat for Scale-ups

Planhat for Start-ups

Trusted by leading companies worldwide

Planhat for Enterprise

Planhat for Scale-ups

Planhat for Start-ups

More in Operations

Discover all

Revenue Forecasting

Improve forecast accuracy and scenario planning

Revenue Forecasting

Improve forecast accuracy and scenario planning

Revenue Forecasting

Improve forecast accuracy and scenario planning

Data Consolidation

Take more decisive action through a unified view

Data Consolidation

Take more decisive action through a unified view

Data Consolidation

Take more decisive action through a unified view

Data Enrichment

Instantly boost contact and firmographic coverage

Data Enrichment

Instantly boost contact and firmographic coverage

Data Enrichment

Instantly boost contact and firmographic coverage

Team Reporting & Compensation

Give leaders real-time visibility and coaching signals

Team Reporting & Compensation

Give leaders real-time visibility and coaching signals

Team Reporting & Compensation

Give leaders real-time visibility and coaching signals

Team Enablement

Reduce team member ramp time and error rates

Team Enablement

Reduce team member ramp time and error rates

Team Enablement

Reduce team member ramp time and error rates

Internal Collaboration

Centralize knowledge and co-create content across teams

Internal Collaboration

Centralize knowledge and co-create content across teams

Internal Collaboration

Centralize knowledge and co-create content across teams

Executive & Board Reporting

Give leaders clarity and context through unified reporting

Executive & Board Reporting

Give leaders clarity and context through unified reporting

Executive & Board Reporting

Give leaders clarity and context through unified reporting

Solutions

Platform

Customers

Explore

Pricing

Request a demo

Meet your new system of action

See why Planhat is the tool of choice for the world's most customer-centric businesses.

Request a demo

Meet your new system of action

See why Planhat is the tool of choice for the world's most customer-centric businesses.

Request a demo

Meet your new system of action

See why Planhat is the tool of choice for the world's most customer-centric businesses.

Recognized as a world-leader by

880+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

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Cookie Policy

Recognized as a world-leader by

880+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Status

Cookie Policy

Recognized as a world-leader by

880+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Status

Cookie Policy

Billing & Invoicing

Billing & Invoicing

Billing & Invoicing

Centralized invoicing gives teams visibility into revenue, payment status, and overdue risks

Centralized invoicing gives teams visibility into revenue, payment status, and overdue risks

Centralized invoicing gives teams visibility into revenue, payment status, and overdue risks

License-Linked Invoicing

License-Linked Invoicing

License-Linked Invoicing

Unified Revenue View

Unified Revenue View

Unified Revenue View

Enabled by leading capabilities

System Hygiene

Data Explorer

Dashboards & Widgets

Revenue

Automations

Unified Data Model

More in Operations

More in Operations

More in Operations

Revenue Forecasting

Data Consolidation

Data Enrichment

Team Reporting & Compensation

Team Enablement

Internal Collaboration

Executive & Board Reporting

Meet your new system of action

Meet your new system of action

Meet your new system of action

Know them. Grow them.

Know them. Grow them.