PlanIT - FINSavvy

Why Choose PlanIT?

PlanIT is your all-in-one budgeting and reimbursement platform – built to facilitate ease in creating budgets, streamlining approvals, enhancing transparency and simplifying financial operations across every level of your organisation.

Beneficiaries of PlanIT : Finance & Accounting professionals/Department Heads & Managers

Roles in PlanIT

Adminstrator

Admins manages user access, creates and assigns department budgets or uploads budgets in bulk approved by board and checks financial dashboards for accuracy

Requestor

Submits budget and reimbursement requests, uploads actual invoices, track request status — all from designated user friendly forms

Approver

Reviews requests, validates documentation, approves or escalate based on budget thresholds with multi-level authority control

Super Approver

Authorizes initial budget for the reporting period and escalated requests, ensuring alignment with overall financial strategy and executive oversight