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By PlanRight
4.33 out of 5 stars
Up your planning game with PlanRight - the powerful add-on to Xero Practice Manager and WorkflowMax.
out of 5
Reviewed by
Xero users
Listed for
3 years
November 2020
Key functions
Accountant tools
Practice manager


Integrating seamlessly with Xero Practice Manager and WorkflowMax, PlanRight enables businesses to become experts in managing staff capacity and workload. Its bold, graphic interface shows you the capacity of your staff at-a-glance and lets you carefully manage the impact of new projects coming down the line. Over or under scheduling becomes a thing of the past. You simply see where the gaps are and know immediately if you’ve got too much on.

The simplicity and flexibility of the online software means you can schedule daily, weekly, monthly or yearly – making it an ideal add-on for any business that allocates time against specific projects or clients - like accountants, architects, engineers, consulting firms and creative/design agencies.

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PlanRight + Xero

Two ways to work with Xero Practice Manager and WorkFlowMax.

PlanRight, is a planning tool that extends Xero Practice Manager and WorkflowMax. There are two sync options to allow you to choose how Xero Practice Manager and WorkflowMax syncs to PlanRight allowing our users to stick to their current workflow process but still benefit from PlanRight’s strengths.

You can choose to do all of your planning in PlanRight, using the jobs and staff from Xero Practice Manager and WorkflowMax.

Or if you have done all of your planning in Xero Practice Manager and WorkflowMax already you can use PlanRight for visualising and communicating that workload.

Reviews & ratings

4.3 out of 5 stars
3 Reviews

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Most recent reviews

Jono Rees
Posted 12 Oct 2021
4 out of 5 stars

Pretty happy

Pretty happy with Planright, we have been moving to a scheduling system for all our work and this has been pretty key in getting a better understanding of where the current workloads are. They have recently updated it for changes to be made in XPM via the software which is a great step. We have a mix of monthly work and one off work which we still need a spreadsheet for but once loaded Planright gives us a great picture of who has capacity and when.
Matthew Town
Posted 11 Oct 2021
5 out of 5 stars

Excellent app

using this app for all scheduling work for a busy SME, works well and easy to use
Lynn Davies
Posted 11 Oct 2021
4 out of 5 stars
We've only be using PlanRight for a few months but in that time it's had a really positive impact on the business, particularly the day to day administrative side of managing resource planning. We're also starting to see the benefits with regards to projections. It's a great little tool, well worth it!

Additional info


Accountant toolsPractice manager


Professional servicesAccounting

App details

By PlanRight
Added in 2020


Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States




Setup walkthroughContact



Get started with PlanRight

Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.