Planful
Knowledge management
Scattered data slowed 500+ staff. Notion AI now synthesizes meeting notes into sales docs 4x faster.
- 4x faster sales handoff documentation
- Account handoffs in minutes vs hours
Knowledge was trapped in scattered tools. Now, AI scans Slack and GitHub to answer questions in a single workspace.
One of the fastest-growing financial services companies rocketed past 2,000 employees while operating with a decentralized software philosophy that led to severe tool fragmentation.
Knowledge became trapped in disconnected silos, creating friction for teams trying to collaborate or access information across departments. This tool...
“The problem wasn't just having too many tools. It was that none of them were truly connected. Our teams struggled to find and use information effectively across departments.”
Spend management platform with corporate cards and accounting automation.
A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.
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Scattered data slowed 500+ staff. Notion AI now synthesizes meeting notes into sales docs 4x faster.
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Advisors hunted data across five systems. GenAI now builds traceable meeting packs, saving 4,700 hours a year.
35M customers waited in queues for payment updates. Now, a voice agent resolves routine calls instantly, leaving complex issues to humans.
Seven analysts manually wrote notes for 200 products. AI agents now digest fact sheets to draft compliant commentary instantly.
Forty entities duplicated work, stalling claims for days. A global AI engine standardized workflows, cutting settlement time to one day.