If your firm runs resourcing on a shared spreadsheet, you already know the drill. It's out of date by Tuesday. Clashes surface the day someone double-booked a partner. The bench is invisible until month-end, by which point the slack you could have sold is gone.
The usual fix is to buy your way out with Dayshape or Retain. Both are capable tools. Both also come with an enterprise price tag, an implementation tax and a runway measured in months. For an SME that wants its planners actually using the thing, that's a lot of money and a long wait to find out if anyone opens it.
So we built ProPlan. Live in two weeks, scoped to your firm, and guaranteed more cost-effective than the quote you're sitting on.
What it does
ProPlan turns your resourcing spreadsheet into one live board everyone trusts. You schedule people against the work on a drag-and-drop wallchart, and clashes, leave and over-capacity get flagged in red before you commit, not after.
The People Finder ranks your team for any job by skill, grade, availability and certification, with a transparent reason for every score. No more asking around to find out who's free. The capacity heatmap shows utilisation per person, week by week, so you can see the slack and the bottlenecks at a glance. Utilisation and recovery report in real time, sliced by period, office, service line or grade.
It's built for accountancy, audit and advisory firms, by people who understand what an auditor reviews.
The part that usually breaks
Resourcing tools fail when they become another system to re-key into. ProPlan does two-way sync. Confirm a booking and the engagement team, planned hours and budget write back to your practice management and audit systems. Turn on the full sync and ProPlan also reads jobs, clients, live WIP and approved leave straight back in.
Native connectors cover the stack UK firms actually run: IRIS, CCH, Practice Engine, Xero Practice, CaseWare, Inflo, BambooHR, Microsoft 365, Entra and Okta. If yours isn't on the list we build the connector during onboarding, fixed fee, and it's yours to keep.
Why switch from Dayshape or Retain
Three reasons, and they're the ones buyers raise first.
For the IT and security side of the table: data stays in the UK, behind SSO, with every change logged and least-privilege access throughout. ISO 27001-aligned, CE Plus baseline controls, DPAs signed before onboarding.
See it for yourself
We don't do slideware demos. Book a 30-minute session, we'll walk you through a working schedule, show how the clash alerts and People Finder behave, and either plan the rollout or tell you it isn't a fit.
That last part matters. If ProPlan isn't right for your firm, we'll say so.
Book a free ProPlan demo at assurepath.co.uk/products/proplan, call 0333 050 0729 or email hello@assurepath.co.uk.