The only workspace designed for the AI era of global banking
Plane brings engineering, markets, payments, risk, and audit teams into one workspace, with the AI, deployment control, and audit trail global banking requires.
Join 50,000+ teams
that actually enjoy work
The next generation of regulated finance programs now run on Plane
Built for the bank's full work mix
Regulatory change, models, third parties, findings, and controls each get their own type and workflow.
Defensible audit trail by default
Every state change and approval logs with author and timestamp. Ready for examiner review.
Built for sensitive work
Self-hosted, air-gapped, or regional. Sensitive data never leaves your perimeter.
Manage complex financial
services workflows, end to end
Trading, payments, and platform engineering on one workspace
Roadmaps, sprints, releases, incidents, and dependencies all link to one record for the CTO's teams, surviving reorgs and the multi-quarter roadmap.
Run engineering sprints and release windows with progress visibility across squads.
Cycles
Group product features and platform initiatives under one record with Gantt-style scope and dependencies.
Modules and Roadmaps
Sync pull requests, branches, and commits to the work items engineers are shipping.
Git Integrations
Bi-directional sync with internal developer platforms, deployment systems, and incident tools.
Webhooks and REST API
Story points, velocity, and sprint forecasts your engineering managers already expect.
Estimates and burndown
Move models from proposal to validated production, on one inventory
Tier ratings, validation evidence, ongoing monitoring, and change requests all link to one model record under the risk-based framework regulators now expect.
Distinct types for model, validation, ongoing-monitoring review, and AI attestation, each with its own properties and workflow.
Custom Work Item Types
Enforce tier, purpose, owner, validator, and validation due date before a model moves to production.
Required properties
Route through model development, validation, business owner, and risk officer review before promotion.
Approval gates
Sandboxed scripts that push validation status and tier changes into your existing risk platform.
Plane Runner
Find models by tier, validation status, business line, or open finding.
Plane Query Language
Run third-party work from onboarding through exit
Onboarding, due diligence, concentration risk, continuous monitoring, and exit plans all link to one third-party record that follows every service, jurisdiction, and tier.
Vendors submit onboarding requests and respond to questionnaires through public forms or a dedicated email address. No Plane seats required.
Intake Forms & Email
Scoped external access by vendor or engagement. No workspace seats.
Guest and Contributor roles
Scheduled annual due diligence, security reviews, and register submissions on cadence.
Recurring Work Items
Find vendors by tier, jurisdiction, service category, or open due-diligence gap.
Plane Query Language
Share read-only register extracts with competent authorities, examiners, and internal audit.
Published views
From a regulator finding to a closed control, on one record
Findings, action plans, evidence, control tests, and closures all link from regulator letter to verified closure, with the audit trail preserved on every step.
Findings link to controls, action plans to root causes, evidence to action items, and closures to validator sign-off.
Custom Relations
Auto-escalate a finding when an action plan slips two consecutive review cycles or nears the regulator-set due date without evidence on the record.
Custom Automations
Detect duplicate issues across business lines, summarize action-plan history, and draft closure memos from the evidence file.
Plane AI
Update action plans, owners, or due dates across hundreds of related findings at once.
Bulk Operations
Audit response letters and closure memos with auditable revision history per edit.
Pages with version history
AI and agents, inside the perimeter you choose
Plane AI runs in your region, VPC, or air-gapped. Bring your own OpenAI, Anthropic, Bedrock, Azure, or local model. Your IP stays inside the perimeter, and no provider trains on your data.
Agents follow the same access rules as your team
Bring your own model: enterprise providers or fully local
Draft board briefs and risk committee summaries from the work
Run global financial services on cloud, self-hosted (on-prem), or air-gapped
Self-hosted by default
Run Plane in your VPC, data center, Kubernetes cluster, or Docker environment.
Air-gapped deployment
Zero external calls. Offline updates. Signed bundles. No telemetry.
Identity and access
SAML, LDAP, SCIM, RBAC, and workspace permissions on every record.
AI under your control
Customer-controlled providers, local models, or self-hosted AI workflows.
Audit trail on every action
Every state change, edit, comment, and approval preserved with author and timestamp.
Publish externally
Share boards and views with stakeholders outside Plane. Collect feedback without giving full project access.
Move off Jira Data Center
Migrate work, mappings, and history without rebuilding workflows from scratch. Clinical care doesn't pause for a tool migration.
Workflow translation, not rebuild
White-glove migration team
Issue types mapped to Work Item Types
Custom fields and history preserved
FAQs
Common questions from operations, quality, supplier development, and IT teams.
Yes. Plane is a Jira replacement built for global banks. The migration team maps your Jira issue types into Work Item Types, ports workflows including approval gates and escalations, and preserves comments, attachments, and history. No rebuild from scratch.
Yes. Plane runs at the scale tier-1 banks need, with Cycles, Modules, and Roadmaps for tens of thousands of engineers across trading, payments, mobile banking, and platform engineering. Bidirectional sync with GitHub, GitLab, and Bitbucket keeps code and work in the same record.
Yes. Plane syncs pull requests, branches, and commits to work items, and integrates with internal developer platforms, deployment systems, and incident tools through webhooks and the REST API.
Yes. Work Item Types give each kind of work its own properties, templates, workflow, and required fields. An engineering sprint looks nothing like a regulator finding, and Plane reflects that.
Yes. Every state change, edit, comment, and approval is logged with author and timestamp. Exportable for assessor review.
Yes. Vendors submit work through Intake forms with no Plane account required. Examiners and external auditors can be given read-only published views under role-based access.
Yes. Every state change, edit, comment, and approval is logged with author and timestamp. Evidence packages are exportable for examiner review, and read-only views can be shared during a live exam.
Yes. For most financial institutions, self-hosted in a private cloud is the right starting point. For market-sensitive desks, pre-trade environments, or strict data sovereignty needs, Plane deploys self-hosted on Docker, Kubernetes, or fully air-gapped.
Plane AI runs in your region, VPC, or air-gapped. Bring your own enterprise model provider or run locally. Model inventory, vendor data, and sensitive context stay inside your perimeter, and no provider trains on your data.
Yes. Plane integrates with the major risk, audit, and compliance platforms via API and webhooks. Plane is the work and approval record, not a replacement for your enterprise platform of record.
Plane Cloud offers regional residency in the EU, UK, US, and APAC. For stricter data sovereignty needs, self-hosted and air-gapped deployment keep data inside your network and jurisdiction.
Plane Cloud is SOC 2 Type II audited and ISO 27001 certified, with SAML, SCIM, RBAC, and IP allow-listing on every workspace. Self-hosted Plane inherits the security posture of the environment you deploy it into.
Download for Mac
Download for Android