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.

Does PlanRight have a free plan?

Yes. PlanRight has a free tier, with paid plans above it. Plan limits are on the vendor's pricing page.

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 PlanRight on the Xero App Store?

Yes. PlanRight has a listing on the Xero App Store, which is one of the sources this fact sheet was compiled from.

Are there reviews of PlanRight?

PlanRight's Xero App Store listing carries reviews from Xero users. Reviews on The Firm are written by account holders under their own name and firm and checked before publication, and a rating publishes once five firms have reviewed a tool. The listing itself is a fact sheet, not a verdict.

Who maintains this PlanRight listing?

The Firm compiled this listing from the vendor's own website and app-store listing (checked 3 September 2026); PlanRight has not yet claimed it. Claiming is free and lets the vendor correct any detail here.

How does a firm choose between practice management tools?

The Firm's guide to choosing practice management software, on the Practice management category page, sets out what a practice uses this kind of tool for, what to look for and what to avoid. The directory lists every practice management tool; listing is not a ranking.

Is there a free trial?

PlanRight offers a 14-day trial that does not require credit card details. At the expiration of the trial, users are taken to the billing page to select a subscription plan if they wish to continue.

What support channels are available?

PlanRight provides support through a knowledge base and a ticket submission system. Users can submit tickets for assistance with their issues.

Is there a limit to how many staff can be managed in PlanRight?

PlanRight allows scheduling for 1 to 150 staff members. Users needing to manage more than 150 staff are advised to contact support.

Does PlanRight have a mobile app?

PlanRight does not currently offer a mobile app but is compatible with mobile browsers for viewing.

What are the alternatives to PlanRight?

Other practice management tools in The Firm's directory include Xero Practice Manager, XBert, AccountKit and Vinyl. Listing is not a ranking: each profile states what the tool does, what it integrates with and how it charges, and up to four can be compared side by side.

Practice management

PlanRight

Name: PlanRight
Author: PlanRight

A planning tool that extends Xero Practice Manager.

For Accounting firms

No reviews yet Unclaimed · Claim this listing Listing updated 4 Sep 2026

Straight answers

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.
Who is it for?: PlanRight is for accounting and bookkeeping firms, and the vendor names accounting firms, consulting firms.
What does it cost?: It has a free tier, with paid plans above it.
What's the catch?: PlanRight has not claimed this listing, so the description is The Firm's compilation from the vendor's own site rather than the vendor's words.

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 4 Sep 2026. Not reviewed by the vendor. Claim this listing to correct it.

The facts

Compiled from the vendor's own site, dated

Category: Practice management
Pricing model: Freemium
Works with: Xero Practice Manager
Available in: Sold everywhere; no region stated
Who runs it: Accounting firms, Consulting firms
Xero App Store: Listed
Listing: Compiled by The Firm from the vendor's own site
Last checked: 4 Sep 2026

PlanRight pricing

It has a free tier, with paid plans above it.

PlanRight does not publish prices The Firm could quote. See the vendor's own price page (opens in a new tab)

What it does

From the vendor's own site

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

PlanRight integrations

1 integration mapped

Xero Practice Manager

Who implements PlanRight

Implement PlanRight for accounting firms? List your practice free.

Ratings & reviews

From verified accounting and bookkeeping firms only Write a review →

0/5

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Questions from firms

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PlanRight, answered

The questions firms search for before they trial it

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.
Does PlanRight have a free plan?: Yes. PlanRight has a free tier, with paid plans above it. Plan limits are on the vendor's pricing page.
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 PlanRight on the Xero App Store?: Yes. PlanRight has a listing on the Xero App Store, which is one of the sources this fact sheet was compiled from.
Are there reviews of PlanRight?: PlanRight's Xero App Store listing carries reviews from Xero users. Reviews on The Firm are written by account holders under their own name and firm and checked before publication, and a rating publishes once five firms have reviewed a tool. The listing itself is a fact sheet, not a verdict.
Who maintains this PlanRight listing?: The Firm compiled this listing from the vendor's own website and app-store listing (checked 3 September 2026); PlanRight has not yet claimed it. Claiming is free and lets the vendor correct any detail here.
How does a firm choose between practice management tools?: The Firm's guide to choosing practice management software, on the Practice management category page, sets out what a practice uses this kind of tool for, what to look for and what to avoid. The directory lists every practice management tool; listing is not a ranking.
Is there a free trial? Vendor: PlanRight offers a 14-day trial that does not require credit card details. At the expiration of the trial, users are taken to the billing page to select a subscription plan if they wish to continue.
What support channels are available? Vendor: PlanRight provides support through a knowledge base and a ticket submission system. Users can submit tickets for assistance with their issues.
Is there a limit to how many staff can be managed in PlanRight? Vendor: PlanRight allows scheduling for 1 to 150 staff members. Users needing to manage more than 150 staff are advised to contact support.
Does PlanRight have a mobile app? Vendor: PlanRight does not currently offer a mobile app but is compatible with mobile browsers for viewing.
What are the alternatives to PlanRight?: Other practice management tools in The Firm's directory include Xero Practice Manager, XBert, AccountKit and Vinyl. Listing is not a ranking: each profile states what the tool does, what it integrates with and how it charges, and up to four can be compared side by side.

Answers are ours, grounded in this listing's facts; answers marked "vendor" are as published on PlanRight's own site, checked 4 Sep 2026. Tell us an answer is wrong

What changed on this listing

Every edit, dated, with who made it

Sept 2026 faq updated. Checked by The Firm

All directory changes

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