PlanAutomate

PlanAutomate empowers the companies that run projects. PlanAutomate is a full-service Microsoft Partner dedicated exclusively to project-driven enterprises. We don’t just implement ERP; we transform Microsoft Dynamics 365 Finance into a comprehensive Project-Driven Operating System.

For project-driven organizations in Engineering & Construction, ETO Manufacturing, Aerospace & Defense, Energy, Biotech/Pharma, and other Advanced Professional Services, standard ERP modules often fall short. PlanAutomate bridges this gap by unifying financials, operations, project delivery, and analytics into one governed, real-time system. We replace fragmented tools and disconnected workflows with a single source of truth, purpose-built to give leadership total visibility and control over complex project portfolios.

Beyond Standard Automation: The Power of "Veteran AI" PlanAutomate distinguishes itself through the integration of PlanVector AI—our proprietary "Veteran AI" technology. Unlike generic, deterministic AI tailored only for summarization, Veteran AI possesses a causal understanding of project behavior. It analyzes your projects like a seasoned industry veteran with 20 years of experience, identifying subtle root causes, predicting downstream impacts, and offering proactive recommendations before minor issues escalate into major margin erosion.

Our Core Capabilities:

• High-Performance Scheduling: A robust engine capable of managing thousands of tasks and dependencies across multi-year projects.
• Project-Driven Supply Chain: Seamless coordination of procurement and production directly linked to project milestones.
• Precise Financial Control: Real-time integration of project schedules with financial data for accurate, schedule-driven estimation and month-end processing.
• Intelligent Automated Oversight: "Project Autopilot" continuously scans for risks and anomalies, ensuring unified accountability and scalable governance.
• PlanVector AI: Unlike generic, deterministic AI tailored only for summarization, our AI possesses a causal understanding of project behavior. It analyzes your projects like a seasoned industry veteran with 20 years of experience, identifying subtle root causes, predicting downstream impacts, and offering proactive recommendations before minor issues escalate into major margin erosion.

We empower project-centric businesses to shift from reactive firefighting to proactive, data-driven strategic leadership within the Microsoft ecosystem.

3343 Peachtree Rd NE
Suite 145
Atlanta, GA 30326