PLANE FOR FINANCIAL SERVICES

Secure project management for regulated financial teams

Coordinate audits, risk reviews, access controls, and compliance rollouts without fragmented tools or last-minute chaos.

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Illustration of a financial workspace showing three labeled work items with categories, owners, and due dates, visually mapped to thematic departments.

Open-core
Open. Auditable. Trusted.
The Commercial Edition adds a layer of governance, compliance, and privacy on top of the Community Edition, which is governed by the AGPL v3.0 license. Giving you scale and control.
Airgapped
Built for disconnected environments
Plane runs fully offline, ideal for regulated financial environments. Deploy in your VPC or data center. No cloud calls. Supports RBAC, SAML, and LDAP, with OIDC coming soon.
Self hosted
Deploy Plane on your infrastructure
Take full ownership of your data, workflows, and security posture with no shared tenancy. Get complete admin control with Docker or Kubernetes deployment.

How Plane powers real-world financial services

Case management for risk and fraud

Triage fraud alerts and risk cases with clear accountability and tight permissions.
Use custom fields, threaded comments, and role-based visibility to manage sensitive reviews.

Intake view showing a list of finance-related work items, each with source tags, status indicators, priorities, and properties; a panel shows intake options via app, email, or forms.

Regulatory workflow and audit readiness

Run structured, traceable workflows for SOX, FINRA, GDPR, and internal controls.
Use multi-step workflows, assigned owners, and version-controlled documents to enforce compliance from start to finish.

Workflow configuration screen with defined work item states, transition rules, and assigned reviewers for each stage in a review process.

Cross-project visibility and customizable dashboards

Tailor dashboards to how your teams work: by line of business, regulatory track, or initiatives.
Use multi-project views, custom filters, and status rollups to keep legal, ops, and compliance aligned at every level.

Dashboard interface with multiple overlapping tabs and charts filtered by monitoring criteria, displaying bar, line, and pie visualizations for performance tracking.

Switch to Plane

Most project tools weren’t built for financial operations.
They can’t manage audits, risk reviews, or compliance-sensitive workflows. Plane can.

Switch to Plane Talk to Sales

"The Plane team is creating a product that our business has been needing for years. Modern features, flexible workflows, without sacrificing reporting abilities."

Duane Arnett, FortyAU

Works the way your teams already do

Plane comes ready for real financial operations: regulatory workflows, vendor reviews, audit prep, and risk case management.
When you need more, our APIs handle the rest.

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Start with a 14-day trial

Experience the full power of Plane with advanced workflows, enterprise-grade features, and priority support. No credit card required.

FAQs

Yes. Plane supports cloud, private cloud, and fully air-gapped deployments, making it ideal for financial institutions with strict security and data residency requirements.

Absolutely. Plane includes granular permissions, approval flows, and immutable audit logs—so you always know who changed what, when, and why.

Plane is purpose-built for execution in regulated environments, unlike other tools.
Where general tools focus on productivity, Plane gives you structure, traceability, and deployment control—critical for audit, risk, and compliance teams.

Yes. Plane supports integrations via API, with support for SCIM, SAML, and upcoming OIDC for user and auth management.