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ProPlan
RESOURCE PLANNING FOR PRO SERVICES

Resource planning
without the spreadsheet.

ProPlan schedules your people against the work, matches the right person to every job by skill and availability, and flags clashes before they happen. Built for accountancy, audit and advisory firms. Live in two weeks.

2 wksto live100%recovery trackedReal-timeclash alertsUKdata residency
LIVE
Scheduling board
22 JUN – 17 JUL 2026
Team 46%Month
RESOURCE
MON 22
WED 24
MON 29
WED 1
MON 6
UTIL
Aisha Khan
Senior · Tax
Acme Corporation Tax60%
Acme VAT Return4.5h
60%
Grace Bello
Junior · Advisory
Initech3h
Acme VAT Return
27%
Priya Patel
Partner · Audit
Northwind FY26 Audit4h
Northwind Interim3.8h
36%
Sam Okafor
Manager · Audit
Northwind FY7.5h
Northwind FY26 Audit6h
56%
Tom Reed
Senior · Audit
Northwind FY4.5h
Northwind Interim4.5h
60%
Colour = jobRed = clash
The problem

Your plan lives in a spreadsheet. It shouldn't.

Most firms still run resourcing on a shared sheet that is out of date by Tuesday. Clashes surface too late, the bench is invisible, and utilisation is a month behind. ProPlan turns it into one live board everyone trusts.

Schedule in spreadsheets
One live board
Clashes found too late
Real-time clash alerts
Who's free? Ask around
Skills + availability in seconds
Utilisation a month behind
Recovery & utilisation live
Re-keying into your PM system
Writes back automatically
£40k enterprise contracts
Transparent per-user pricing
How it works

Five steps. One source of truth.

From a blank week to a fully booked, clash-free schedule that your practice systems already know about.

PLAN
01
Plan
Jobs, engagements, budgets and due dates in one place. Import from your practice management system or build from scratch.
SMART
02
Match
People Finder ranks your team by skill, grade, availability and certification, with a transparent reason for every score.
LIVE
03
Book
Drag work onto the wallchart. Clashes, leave and over-capacity are flagged before you commit, not after.
LIVE
04
Track
Capacity heatmap and per-job budget against actual, week by week. See the bench and the bottlenecks at a glance.
AUTOMATED
05
Sync
Confirmed bookings write back to your practice management and audit systems. No double entry, ever.
Capability spotlight

Two screens your planners will live in.

Find the right person by skill and availability, then see exactly how booked the whole team is, week by week.

People Finder
5 ranked
86
Priya Patel
Partner · Audit · 98h free
5/5 SKILLS
Skills100%
Availability62%
25
Grace Bello
Junior · Advisory · 104h free
14
Sam Okafor
Manager · Audit · 41h free
Capacity
Team 52%
JUN 22JUN 29JUL 6JUL 13JUL 20AVG
Aisha Khan
Senior · Tax
60%
48%
60%
80%
50%
62%
Grace Bello
Junior · Adv
16%
0%
40%
70%
50%
46%
Priya Patel
Partner · Aud
53%
0%
50%
30%
40%
37%
Sam Okafor
Manager · Aud
13%
60%
80%
60%
50%
58%
Tom Reed
Senior · Aud
60%
0%
100%
70%
40%
61%
Two-way sync

Every booking writes back. And reads back.

Confirm a booking and the engagement team, planned hours and budget land in your practice management and audit systems. Turn on two-way sync and ProPlan also pulls jobs, clients, live WIP and approved leave straight back in. One source of truth, kept in step both directions. No re-keying, ever.

ProPlan · confirmed booking
POST /webhook · 09:14:02
CONFIRMED
job: "Northwind FY26 Statutory Audit"
client: "Northwind Traders"
engagement: "FY26-AUD"
resource: "Priya Patel"
grade: "Partner"
hours: 32
window: "22 Jun → 3 Jul"
budget_used: 68%
recovery: 100%
booking_id: "BKG-2026-4471"
TWO-WAY SYNC
WRITES →← READS
real-time · optional
IRIS Elements
PRACTICE
⇄ SYNC
job_code linked
WIP budget: 32h
jobs, clients, live WIP
CCH Central
PRACTICE
⇄ SYNC
assignment created
partner: Priya Patel
assignments, deadlines
CaseWare
AUDIT
⇄ SYNC
engagement team assigned
planned_hours: 32
engagements, milestones
Inflo
AUDIT
⇄ SYNC
staffing synced
FY26-AUD opened
engagement status
Xero Practice
TIME
⇄ SYNC
job time budget set
recovery target: 100%
actual time, WIP
BambooHR
LEAVE
⇄ SYNC
leave checked: clear
no clash 22 Jun–3 Jul
approved leave
Don't see your system?
We build the two-way connector as part of onboarding. Fixed fee. Yours to keep.
Request a connector
Inside ProPlan

Eight things every resourcing lead wishes they had.

Scheduling board

The wallchart. Drag work onto the week, see who is on what, and spot the clashes before they bite.

Capacity heatmap

Utilisation per person, week by week. Colour to scan, numbers for precision. Find the slack and the over-booked.

People Finder

Rank your team against what a job needs by skill, grade, availability and certification, with a reason for every score.

Utilisation & recovery

Chargeable utilisation, recovery rate and billable split. Slice by period, office, service line, grade or role.

Clash & over-capacity

Bookings over leave, double-booked people and over-capacity weeks flagged in red the moment they happen.

Leave & certifications

Annual and sick leave on the same board. Certification expiries surfaced before they lapse.

Jobs, budgets & recovery

Fee budget, hours budget, partner, manager and due date per job. Budget against actual, always live.

Roles & audit log

Role-based access for partners, managers and resourcers. Every change logged and attributable.

Integrations

Plugs into the practice and audit stack you already run.

Native connectors for the practice management, audit, time and HR systems UK firms run. If yours isn't here we build the connector during onboarding, fixed-fee.

IRIS
PRACTICE
CCH
PRACTICE
Xero Practice
PRACTICE
Practice Engine
PRACTICE
Sage
PRACTICE
Karbon
PRACTICE
CaseWare
AUDIT
Inflo
AUDIT
MyWorkpapers
AUDIT
AuditDashboard
AUDIT
BambooHR
HR / LEAVE
BreatheHR
HR / LEAVE
Microsoft 365
CALENDAR
Okta
SSO
Entra ID
SSO
+ custom
Pricing

One product. Every firm gets everything.

No tiers, no add-ons, no features locked behind a higher plan. ProPlan is scoped and quoted per firm on your size and the systems you run, never on which features you are allowed to use. Book a 30-minute demo and we'll put a number in front of you.

The price-beat guarantee
Show us your Dayshape or Retain quote. We guarantee ProPlan comes in more cost-effective, with no six-figure contract and no implementation tax. Onboarding and UK support included.
Book a demo

Everything, for every firm

The whole product, whether you are a five-person team or an LLP-wide rollout. We scope the deployment to your firm, not the feature list.

NO TIERS · NO GATES
Scheduling board + capacity heatmap
People Finder skill matching
Jobs, budgets, due dates & recovery
Utilisation & recovery MI
Real-time clash & over-capacity alerts
Leave & certification tracking
Two-way practice management sync
Two-way audit system sync
Microsoft 365, HR & leave sync
SSO + SCIM (Entra, Okta, Google)
Role-based access & full audit log
UK data residency
White-glove onboarding & free migration
Dedicated UK support
Every new feature, the day it ships
Switching from Dayshape or Retain?
We migrate your jobs, people and bookings for free, and have you live in two weeks. Run both in parallel until you trust it.
Plan a migration
Security & compliance

Built for firms an auditor reviews.

Your people data is sensitive. ProPlan keeps it in the UK, behind SSO, with every change logged and role-based access throughout. Designed against what UK firms and their insurers actually ask for.

UK data residency
Hosted in UK regions. Your people data never leaves the UK.
SSO & SCIM
Microsoft Entra, Okta and Google. Automated provisioning.
Role-based access
Partner, manager and resourcer roles. Least privilege by default.
Full audit log
Every booking and change logged, timestamped and attributable.
ISO 27001 aligned
CE Plus baseline controls. Evidence pack for your auditors.
DPAs as standard
Signed before onboarding. UK GDPR aligned, ICO friendly.
Encrypted throughout
At rest and in transit. No shared credentials.
UK support
UK-based team, no offshored delivery. SLA on Enterprise.

"We were quoted a six-figure sum to keep doing resourcing in a tool nobody opened. ProPlan loaded our real jobs and people in a fortnight, and partners actually use it. Recovery is up because we can finally see where the slack is."

RP
Resourcing Partner
110-partner UK audit & advisory LLP
FAQ

Questions buyers ask first.

What UK resourcing partners, FDs and IT leads ask about ProPlan before they switch.

ProPlan is resource planning and scheduling software for professional services firms. It schedules your people against the work on a live board, matches the right person to every job by skill and availability, flags clashes and over-capacity before they happen, and reports utilisation and recovery in real time. It is built for accountancy, audit and advisory firms.

See it work

Book a 30-minute
ProPlan demo.

Bring your real jobs and people. We'll load a week of your schedule live, find the clashes, and either plan the rollout or tell you it isn't a fit.