AI TOOL PROFILE

Planned Review: Event Management Platform

Planned helps workplace managers, procurement, and finance teams coordinate corporate events. It is designed for teams needing a centralized system for vendor sourcing and payment compliance.

Pricing

Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.

At a glance

Best for
Workplace managers, Procurement teams, Finance teams, Mid-market companies, Enterprise companies
Key use cases
Corporate Venue Sourcing, Compliance and Approval Management, Event Financial Tracking, Contract Administration
Visit plannedplanned software interface screenshot

How AI is used

Planned is a platform designed to manage the sourcing, planning, and payment phases of corporate events. It is built for companies that handle a volume of meetings, such as conferences, workshops, and internal team-building events.

The software supports the event lifecycle by providing access to a global supplier network and using AI to help source venues and review contracts. It includes financial tools to assist with invoice processing and GL-code reporting, which may help finance teams maintain visibility into event spend.

Buyers should consider that the tool is geared toward corporate environments with formal approval workflows. Since pricing is not listed publicly, interested buyers should confirm current pricing on the vendor website.

Key Features

  • AI-Powered Sourcing

    Supports finding venues and vendors with the ability to receive proposals and compare pricing.

  • Smart Contract Review

    Designed to flag key contract terms like cancellation and attrition in plain English.

  • Centralized Payments

    Supports multi-currency payments and automated invoice processing for supplier payouts.

  • MRF & Approvals

    Includes customizable Meeting Request Forms (MRF) and logic-based approval flows for compliance.

  • Room Block Management

    Provides tools to track guests, RSVPs, and hotel room block attendance.

  • Financial Reporting

    Offers GL-code level reporting and dashboards to track program spend and savings.

Use Cases

  • Corporate Venue Sourcing

    Sourcing hotels and vendors for global corporate events and securing room blocks.

  • Compliance and Approval Management

    Using custom MRFs and automated approval flows to help ensure events meet company policy.

  • Event Financial Tracking

    Managing multi-currency payments and associating event spend with specific GL codes for accounting.

  • Contract Administration

    Reviewing vendor contracts for risk terms and managing the signing process.

FAQ

Who is Planned designed for?

Planned is designed for workplace managers, procurement teams, and finance teams, primarily within mid-market and enterprise companies.

How does Planned help with event payments?

It supports automated invoice processing, multi-currency payments, and GL-code level reporting to help finance teams track spend.

What AI features are included in the platform?

The platform features AI-powered sourcing for venues and a smart contract review tool that flags key terms in plain English.

Source category: Operations

Source subcategory: Event Management

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