You're offline — showing the last version we saved.
PlanRight logo
Practice management

PlanRight

PlanRight is practice management software for accounting and bookkeeping firms. It integrates with Xero Practice Manager. It has a free tier, with paid plans above it.

For Accounting firms

Pricing
Freemium
Last checked
3 September 2026

PlanRight is a scheduling tool designed to integrate with Xero Practice Manager and WorkflowMax. It provides visibility into staff capacity and workload, allowing businesses to manage projects effectively. Users can schedule daily, weekly, monthly, or yearly, making it suitable for various sectors including accounting and consulting.

With features like two-way data syncing and customizable filters, PlanRight helps users adapt to changes in workload and project timelines. The interface is designed for ease of use, enabling quick updates and efficient communication among team members.

Compiled by The Firm from the vendor's website and app-store listing, checked 3 September 2026. Not reviewed by the vendor. Claim this listing to correct it.

What it does

  • Visualize staff capacity at-a-glance.
  • Schedule projects daily, weekly, monthly, or yearly.
  • Export schedules to PDF or CSV.

Works with

Open an integration to see every listed tool that plugs into the same stack.

Built for

Accounting firms · Consulting firms

From firms

Reviewed PlanRight?

No reviews yet. The first one is worth more than it looks: firms shortlisting PlanRight read what a peer ran into before they read what the vendor says.

Used PlanRight? Review it for other firms.

Reviews are published under your name and firm, and checked before they appear. You need a free account: an email, a password, your full name and your firm. It takes a minute.

Common questions

PlanRight, answered

What is PlanRight?
PlanRight is practice management software for accounting and bookkeeping firms. It integrates with Xero Practice Manager. It has a free tier, with paid plans above it.
Does PlanRight integrate with Xero Practice Manager?
Yes. PlanRight lists Xero Practice Manager as an integration. The Firm's directory can be filtered by Xero Practice Manager to see the other tools that plug into the same stack.
What does PlanRight cost?
PlanRight has a free tier, with paid plans above it. Check the vendor's pricing page for current plan limits.
Who is PlanRight for?
PlanRight is built for Accounting firms, Consulting firms. It is practice management software, listed on The Firm's practice shelf.

Is this your product?

This listing was compiled from the vendor's own website and app-store copy. Claiming it is free: write your own description, list your features and integrations, add screenshots and pricing, reply to reviews, and get a monthly note on who is clicking through.

Alternatives in Practice management

Other practice management tools in the directory, in the directory's usual order. Listing is not a ranking.

Get your free seat →

AI in Practice Summit returns. What worked, what's next: two days on what AI actually did for firms this year, and where it goes in 2027. 11–12 November 2026, virtual and free.