Planbase
Planbase is an AI-native workforce management platform for distributed healthcare teams, automating scheduling, compliance, payroll, and onboarding for home health agencies, telehealth providers, and staffing firms across all 50 US states.
- Company typePrivate
- Founded2025
- HeadquartersSan Francisco, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What Planbase does
Planbase is an AI-native workforce management platform purpose-built for distributed healthcare teams. The company automates the full provider operations lifecycle — onboarding, scheduling, time tracking, payroll, compliance monitoring, and performance management — through six integrated modules (Plan, Schedule, Track, Onboard, Engage, Comply) plus autonomous AI agents that handle coverage gaps, license verification, and provider outreach without manual intervention. The platform is differentiated from legacy workforce management tools like UKG and Workday by its healthcare-specific AI architecture, including a natural language interface for building custom capacity planning dashboards, predictive analytics for patient demand forecasting across all 50 US states, and multi-state licensing compliance monitoring. Additional products include an AI Security add-on (Chrome extension) that detects PHI entering unsecured applications to prevent HIPAA incidents, and free planning tools (Holiday Planning Calculator, Practice Ops Game, ROI Calculator) used as customer acquisition channels.
The company's business model is SaaS subscription-based, with quote-based enterprise pricing that is not publicly disclosed but likely tiered by provider count and feature modules. Go-to-market combines direct enterprise field sales (with 'Book Demo' CTAs and named customers including OpenLoop, Thirty Madison, and Andy AI) alongside product-led growth through free tools and a freemium Chrome extension. Planbase targets three primary segments: home health agencies managing distributed clinical teams, telehealth providers scaling across states and specialties, and healthcare staffing firms, with secondary expansion into medium and large clinics nationwide.
Founded by Joe Shearman and Jack Light — who previously built Elando AI for restaurant staffing — Planbase was accepted into Y Combinator's Summer 2024 batch and officially launched in San Francisco in November 2025. The company has raised $2.1M in pre-seed funding from Y Combinator, LocalGlobe, and angel investors, and claims 300+ clients managing 2,000+ providers across all 50 US states. Documented customer outcomes include 70% reduction in scheduling time, 40% increase in patient volume, 15+ hours saved per scheduler per week, and 80% fewer missed clock-ins and compliance gaps.
Planbase firmographics
Firmographics- Name
- Planbase
- Legal name
- Planbase Technologies, Inc.
- Website
- https://joinplanbase.com
- Company type
- Private
- Founded year
- 2025
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Planbase is an AI-native workforce management platform for distributed healthcare teams, automating scheduling, compliance, payroll, and onboarding for home health agencies, telehealth providers, and staffing firms across all 50 US states.
- Ownership category
- akta.pro rank
Planbase industry classification
Industry- Product category
- Healthcare Workforce Management Software
- NAICS
- Software Publishers (51321), Software Publishers (513210)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- AI Application Enablement Platforms (Copilot/Agent Frameworks, SDKs) (HDAEANAJ)
Keywords
Where Planbase is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Planbase business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations
Revenue model
- SaaS Platform Subscription: AI-native workforce management platform delivered as a SaaS subscription. Pricing not publicly disclosed; likely tiered based on provider count and feature modules (scheduling, compliance, forecasting, payroll).
- AI Agent Automation: AI agents that handle scheduling changes, compliance checks, and automated outreach - reducing need for large operations teams.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise healthcare organizations |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels6 records
Planbase product offering
Product offeringCore offering
Planbase sells an AI-native workforce management SaaS platform built for distributed healthcare teams, automating the full provider operations lifecycle — onboarding, scheduling, time tracking, payroll, compliance, and engagement — through autonomous AI agents and predictive analytics. The platform additionally offers a Chrome extension with PHI leak detection (AI Security) as a complementary standalone product, and ships free operational planning calculators as customer acquisition tools.
Product overview
Planbase is an AI-native workforce management platform for healthcare, consisting of a unified core platform with integrated operational modules (Plan, Schedule, Track, Onboard, Engage, and Comply) plus specialized AI capabilities. The platform automates the entire workforce management workflow from provider onboarding and scheduling through payroll and compliance monitoring. Key AI-powered products include autonomous AI agents for license verification and shift coverage, a capacity planning dashboard with natural language interface, and an AI Security add-on for PHI leak detection. Additional tools include a Chrome Extension for browser-based workflow access and free planning calculators (Holiday Staffing, Practice Ops Game, ROI Calculator).
Differentiator
Problem solved
Functional benefit
Products and services
- Planbase Core Platform AI-native workforce management SaaS platform for distributed healthcare teams that automates provider onboarding, scheduling, time tracking, payroll, compliance monitoring, and engagement. Targets home health agencies, telehealth providers, healthcare staffing firms, and medium-to-large clinics across all 50 U.S. states. Includes Plan, Schedule, Track, Onboard, Engage, and Comply modules, plus autonomous AI agents for license verification, call-out coverage, and demand forecasting.
- Planbase Chrome Extension Browser extension providing browser-based access to core Planbase workflows without tab-switching. Includes built-in AI security tools that detect when users attempt to upload PHI into non-sanctioned AI tools and prompt for confirmation. Available on the Chrome Web Store; security features offered free to non-Planbase customers as a customer acquisition and security awareness tool.
- Planbase AI Security PHI leak detection and security monitoring product for healthcare teams. Includes a Chrome extension that monitors for patient data entering unsecured applications and flags compliance risks before they become HIPAA incidents. Provides real-time alerts and an organization-wide visibility dashboard. Designed to help healthcare teams prevent HIPAA incidents when using AI tools.
- Holiday Planning Calculator Free online tool that helps healthcare operations teams model workforce and patient adjustments around holidays, supporting seasonal staffing planning decisions.
- Practice Ops Game Free interactive simulation game where users step into the role of a healthcare operations lead, managing scheduling chaos and testing their ability to keep the schedule alive under pressure.
- ROI Calculator Free calculator that helps healthcare operations teams evaluate the return on investment of implementing Planbase's workforce management platform.
Quantifiable outcome
- 70% reduction in scheduling time for OpenLoop
- +7 more outcomes
Companies that use Planbase
Customer profileNamed customers9 records
Segments4 records
Ideal customer profiles2 records
Planbase technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
AI capability7 records
Feature9 records
Planbase partnerships and signals
Strategic signalScale indicators9 records
Recent moves6 records
Expansion highlights6 records
Planbase competitors and assessment
Company assessmentBroad incumbents
- UKG (Ultimate Kronos Group): UKG is a large incumbent in workforce management and HCM. Planbase explicitly names UKG as a primary competitor. UKG offers workforce management for healthcare but as part of a broad portfolio spanning all industries, whereas Planbase is healthcare-verticalized and AI-native.
- Workday: Workday is a leading enterprise HCM and workforce planning platform. Planbase explicitly competes against Workday for healthcare workforce management. Workday is much broader (finance, HR, planning) and serves healthcare as one vertical among many, while Planbase is purpose-built for distributed healthcare teams.
- Rippling: Rippling is a unified HR, IT, and finance platform with workforce management, payroll, and scheduling modules. It overlaps with Planbase across scheduling, payroll, onboarding, and compliance but is horizontal rather than healthcare-vertical, lacking domain-specific features like multi-state clinician licensure.
Direct peers
- ShiftKey: ShiftKey is a healthcare staffing marketplace connecting clinicians (CNAs, LPNs, RNs) to open shifts at facilities. It directly overlaps with Planbase's staffing-firm and shift-coverage use cases for healthcare workforce, with comparable target buyer (operations leaders at healthcare facilities and staffing agencies).
- Deputy: Deputy is a workforce management SaaS offering scheduling, time tracking, and compliance. It competes in the same WFM category as Planbase (employee scheduling, shift filling, compliance) but serves all verticals; Planbase is a healthcare-verticalized AI-native variant.
- When I Work: When I Work is a workforce management platform focused on shift scheduling, time tracking, and team communication. It competes with Planbase on scheduling and shift-filling functionality, though it is industry-agnostic and serves SMBs more than enterprise healthcare.
Emerging players
- Luma Health: Luma Health provides AI-driven patient scheduling and engagement for healthcare providers. It overlaps with Planbase on the scheduling and provider-operations side but is patient-facing rather than workforce-internal. Both target similar healthcare operations buyers.
- Qualify Health: Qualify Health is an AI platform for healthcare operations and revenue cycle. It is an emerging AI-native player in healthcare ops with partial overlap to Planbase's automation value proposition, though it focuses more on RCM/clinical ops than workforce scheduling.
- HiBob: HiBob is a modern HR and people-operations platform with onboarding, time management, and workforce analytics. It is an emerging player in workforce/HR with partial feature overlap to Planbase but lacks Planbase's healthcare-verticalized AI agents and multi-state licensure compliance.
Regional players
- Aya Healthcare: Aya Healthcare is one of the largest US healthcare staffing firms with digital workforce/credentialing tools. It is a peer in healthcare staffing operations (similar buyer, similar workforce challenges) but operates a staffing agency model rather than selling SaaS, making it adjacent rather than directly competing for software dollars.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Planbase social profiles
Digital presencePlanbase compliance and trust
Trust signalCompliance1 record
Planbase financial estimates
Financial estimateRevenue estimate
Valuation estimate
Planbase leadership team
Management profileNumber of profiles
Profiles2 records
Planbase funding detail
Funding detailFunding overview
Funding rounds2 records
Investors2 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Planbase M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Planbase
What does Planbase do?
Planbase sells an AI-native workforce management SaaS platform built for distributed healthcare teams, automating the full provider operations lifecycle — onboarding, scheduling, time tracking, payroll, compliance, and engagement — through autonomous AI agents and predictive analytics. The platform additionally offers a Chrome extension with PHI leak detection (AI Security) as a complementary standalone product, and ships free operational planning calculators as customer acquisition tools.
Is Planbase a public or private company?
Planbase is a private company. It is classified as venture growth investor backed and is currently operating.
When was Planbase founded?
Planbase was founded in 2025. It employs 1 to 10 people.
Where is Planbase based?
Planbase is headquartered in San Francisco, United States, in the North America region.
How does Planbase make money?
Two revenue lines are on record. SaaS Platform Subscription is the primary driver. The others are AI Agent Automation.
Who are Planbase's main competitors?
Broad incumbents on record are UKG (Ultimate Kronos Group), Workday and Rippling. Direct peers are ShiftKey, Deputy and When I Work. Emerging players are Luma Health, Qualify Health and HiBob. Aya Healthcare is listed as a regional player.
Does Planbase have an API?
Yes. Planbase offers an API as indicated by the presence of a Developers section and API documentation at https://docs.joinplanbase.com/. Specific API type, authentication method, rate limits, and versioning details are not specified in the available sources. Developer documentation is at docs.joinplanbase.com.
What industry is Planbase in?
Planbase's product category is Healthcare Workforce Management Software. Its primary akta.pro industry code is HDAEANAJ, AI Application Enablement Platforms (Copilot/Agent Frameworks, SDKs). Its NAICS code is 51321 and its SIC code is 7372.