Know who's free
before it's a problem.
splanly gives CA firms one place to staff engagements, watch team capacity, and catch double-bookings before they turn into a client-facing fire drill.
Purpose-built for how CA firms actually staff work
No spreadsheets, no guessing who's free. splanly handles the complexity of resourcing so you can focus on the client.
Team management
Maintain a complete roster of partners, directors, managers, staff, and articles — with roles, seniority, and availability tracked in one place.
Engagement tracking
Manage audits, tax filings, consulting projects, and special assignments with recurrence patterns and instance-based scheduling.
Smart allocation
Assign staff to engagements with automatic over-allocation checks. The system flags conflicts before they happen, not after.
Approval workflow
Configurable approval gates for any resource operation. Set which roles can approve creates, updates, and deletes per resource type.
Leave management
Track vacation, sick leave, and exam leave. Approved leave automatically blocks any assignment that would conflict with it.
Bench dashboard
See instantly who's on the bench right now, and who's rolling off soon — with configurable windows for proactive planning.
Role-based access
Super admin, admin, moderator, and viewer roles with Microsoft 365 SSO, OTP verification, and two-factor authentication.
Reports & analytics
11 built-in reports across 3 tiers — utilization, bench, capacity, leave, cost analysis, and budget vs actual. CSV export for all.
Extension requests
Request allocation extensions beyond the original plan. Approved extensions auto-create assignments — no manual rework.
Live in three steps
Most firms are staffing their first engagement inside splanly the same day they sign up.
Add your team
Import your roster via CSV or add members individually. Set roles, seniority, and join dates in a few clicks.
Create engagements
Set up client engagements with recurrence patterns, then generate instances for each period automatically.
Assign & track
Allocate staff with built-in conflict detection, then monitor utilization and bench status in real time.
Simple, transparent pricing
Start free with a 14-day trial. No credit card required.
Free Trial
Full access, no credit card
- Up to 50 users
- Up to 599 team members
- All features included
1-Year License
Annual license with full support
- 50-100 users
- 599-5000 team members
- Priority support
Book a free discovery call
Not sure if splanly is right for your firm? Pick a time that works for you and we'll walk you through how it fits your team size and workflow.