ProcessPlan


Process and Workflow Automation

With ProcessPlan, your tasks are front and centre all the time, anywhere. The first step to better process management is a detailed and well-organised system. Discover how ProcessPlan can help you automate your processes and eliminate mistakes.


The cloud-based platform helps organisations build streamlined workflows to enhance productivity and profitability – one process at a time. Whether your company has 60,000 employees or 6, there are plans available that fit your needs.

Streamline Your Business with Ease

The extensive resource library offers process templates for hundreds of different departments and industries. From accounting and payroll, to new hire on-boarding, to opportunity tracking and referral followups, ProcessPlan can automate the tasks your company performs on a routine or recurring basis; this will save you valuable time and money.

All the Help You’ll Need

With the template library, anyone can build powerful processes with a few clicks. Save time by selecting a process and let it auto-generate tasks and workflows. Every aspect of a template can be completely customised to meet your organisation’s specific needs. For even more personalised and specialised solutions, we can build processes for you.

Work From Any Device

Whether sitting at your desk or on the go, ProcessPlan works from anywhere. The Cloud-based interface works seamlessly on any OS and any device. You can even respond to tasks and assignments via email.


Guided Processes

With detailed instructions and clear action steps for each task, ProcesPlan enables teams to hit deadlines and move projects across the finish line. Team members know exactly what is expected of them and when.


Book a demo of ProcessPlan

ProcessPlan Inquiry

LATEST NEWS

The basics of strategic advice: why your business needs an evolving strategy
December 5, 2025
When did you last review your business strategy? We share four areas you should revisit and update to create the best possible strategic and growth outcomes.
Promoting your business in the digital age
December 5, 2025
Is your digital marketing strategy still fit for purpose? Here are 4 key elements your business should be using to advertise your brand + engage with new customers.
How an accountant supports your business: 5 key areas of focus
December 5, 2025
A good accountant talks to you regularly throughout the year. Here are five key ways we can support your financial management and the performance of your business.
Show More