accessplanit
accessplanit is a UK-based software company that provides a cloud-based Training Management System exclusively for commercial training providers, unifying course scheduling, workflow automation, online booking, CRM, reporting, and AI-powered tools into a single modular platform.
- Company typePrivate
- Founded2004
- HeadquartersLancaster, United Kingdom
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What accessplanit does
accessplanit Limited is a privately held UK software company headquartered in Lancaster that has operated since 2004 (firmographic records show 2001), building a cloud-based Training Management System (TMS) exclusively for commercial training providers. Its modular platform unifies course scheduling with real-time clash detection, workflow automation for enrolments, reminders, invoicing and certificate generation, online booking and payment, customer relationship management, reporting and business intelligence, surveys, and integrations, with add-on modules covering opportunity pipeline management, Manager Access (multi-level B2B account access), Trainer and Learner Portals, and AI-powered tools (Juno assistant, AI Filters, AI Summaries). The platform integrates with Microsoft Teams, Zoom, Outlook, Stripe, Opayo, Worldpay, Power BI, Moodle, and Zync, and exposes an open API for custom integrations, with ISO/IEC 27001 certification underpinning enterprise-grade security claims.
The company monetises through quote-based annual SaaS subscriptions priced on delegate volume, admin license count, and implementation package, supplemented by professional services at £150/hour, structured onboarding programmes (60/90/120-day and Enterprise), paid masterclasses (£300-£995), and bespoke consultation packages (£495-£4,495). GTM is sales-led with a direct inside-sales and demo-driven motion, supported by content marketing, SEO, webinars, sector-specific landing pages, and an annual customer conference (accessplanit Connect). The customer base spans hundreds of training providers across education, professional development, healthcare, trade skills, vocational, and not-for-profit verticals, with named customers including Sphera, Mace Business School, St John Ambulance Jersey, VP Groundforce Training, 3B Training, and the University of West London. The company holds no external funding and is independently owned, with Dave Evans serving as Managing Director.
accessplanit firmographics
Firmographics- Name
- accessplanit
- Legal name
- accessplanit Limited
- Website
- https://accessplanit.com
- Company type
- Private
- Founded year
- 2004
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- accessplanit is a UK-based software company that provides a cloud-based Training Management System exclusively for commercial training providers, unifying course scheduling, workflow automation, online booking, CRM, reporting, and AI-powered tools into a single modular platform.
- Ownership category
- akta.pro rank
accessplanit industry classification
Industry- Product category
- Training Management Software
- NAICS
- Computer Systems Design and Related Services (54151)
- SIC
- Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- Tutoring & Homework Help Marketplaces (On-Demand) (EDAFAIAG)
Keywords
Where accessplanit is headquartered
LocationHeadquarters
- HQ city
- Lancaster
- HQ country
- United Kingdom
- HQ region
- Europe
Offices1 record
Markets served
accessplanit business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations
Revenue model
- Platform Subscription: SaaS subscription pricing based on number of delegates trained per year, number of admin licenses required, implementation package selection, and any additional custom work or integrations required. Quote-based, not publicly disclosed.
- Implementation Services: Onboarding and implementation support included in standard package with dedicated Implementation Manager, custom setup, training sessions, and sandbox access. 60-day standard, with 90-day, 120-day, and Enterprise options for larger teams.
- Professional Services: Additional paid services including report building, data imports, workflow configuration, document customisation, dashboard setups, payment gateway setup. Charged at £150 per hour.
- Consultation Packages: Bespoke consultancy for complex projects including Employee Onboard (£1,495-£2,495), Reports & Data Dive (£995-£4,495), Communications (£495-£3,495), Rebrand (up to £3,285), and Business Transformation (custom pricing).
- Training Events: Free feature webinars and paid masterclasses. Report Writer Masterclass (£995 for team), Workflows Masterclass (£300pp or £995 group), and bespoke training from £195 per hour.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Quote-based subscription - pricing varies by customer requirements |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels10 records
accessplanit product offering
Product offeringCore offering
accessplanit sells a cloud-based, modular Training Management System (TMS) for commercial training providers, centralising course scheduling, online booking and payments, CRM, sales pipeline, workflow automation, reporting, and compliance certification tracking. It is offered as an annual SaaS subscription with modular add-ons (Opportunity Management, Manager Access, Trainer/Learner Portals, AI tools) and supported by paid onboarding, professional services, and consultation packages. The platform integrates with Microsoft Teams, Outlook, Zoom, Stripe, Opayo, Worldpay, Power BI and CRM/finance systems via an open API.
Product overview
accessplanit is a cloud-based, all-in-one Training Management System (TMS) designed specifically for commercial training providers. The platform operates on a modular architecture where customers access a unified core system with configurable modules including Course Management, Automation (Workflows), Online Booking & Payment, Sales & Marketing, Customer Relationship Management, Reporting & Business Intelligence, Surveys & Feedback, and Connectivity/Integrations. Add-on modules extend functionality for Opportunity Management, Manager Access, Trainer Portal, Learner Portal, and AI-powered tools (Juno assistant, AI Filters, AI Summaries). Additional paid services include Professional Services for platform setup, Consultation Packages for targeted support, Training Events & Masterclasses for user education, and structured Onboarding Programmes for implementation. The platform integrates with Microsoft Teams, Outlook, Zoom, payment gateways (Stripe, Opayo, Worldpay), Power BI, finance systems, and CRMs, with an open API for custom integrations.
Differentiator
Problem solved
Functional benefit
Products and services
- accessplanit Training Management Software Cloud-based, all-in-one Training Management System (TMS) for commercial training providers, centralising course scheduling, online booking and payments, CRM, sales pipeline management, workflow automation, reporting and BI, surveys, and compliance certification tracking. Sold as an annual SaaS subscription with modular add-ons and paid implementation services.
- Onboarding Programme Structured implementation programme including a dedicated Implementation Manager, custom platform setup, weekly check-ins, hands-on training, sandbox access and knowledgebase resources. Standard 60-day plan with 90-day, 120-day and Enterprise options for larger teams.
- Professional Services
Quantifiable outcome
- 50%+ reduction in admin time
- +6 more outcomes
Companies that use accessplanit
Customer profileNamed customers12 records
Segments7 records
Ideal customer profiles2 records
accessplanit technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration10 records
AI capability4 records
Feature9 records
accessplanit partnerships and signals
Strategic signalPartnerships
Twelve partnerships are on record, tiered core and secondary.
- Microsoft TeamscoreVirtual classroom integration for delivering live online training sessions. Part of core platform functionality for virtual training delivery.
- ZoomcoreVirtual classroom integration for live online training sessions. Alternative to Microsoft Teams for virtual delivery.
- Microsoft OutlookcoreCalendar and email integration for scheduling and communication workflows.
- StripecorePayment gateway integration for online course bookings and payment processing. Customers can have payment gateway setup as professional service.
- WorldpaycorePayment gateway integration for online payments. Available as payment gateway setup option for customers.
- OpayocorePayment gateway integration for secure payment processing. One of multiple payment gateway options available.
- Power BIsecondaryBusiness intelligence integration allowing customers to pull accessplanit data into Power BI for advanced analytics and custom reporting.
- MoodlesecondaryLMS integration requiring technical setup as additional module. Allows organizations with existing Moodle installations to integrate with accessplanit.
- ZyncsecondaryIntegration partner requiring technical setup as additional module. Part of advanced integration capabilities.
- FlexMRsecondaryInsights company specializing in data-driven decision making. Provided webinar on collecting, analyzing, and using course data to transform training offerings.
- AssessTechsecondaryLeading provider of competence management training for rail industry. Partner and customer who continued training during COVID through innovative online delivery using accessplanit. Featured in webinar about taking training online.
- OpenAIcoreAI sub-processor for one-time summarization only in AI Summaries feature. Explicitly stated that customer data is not stored, reused, or used to train AI models.
Scale indicators17 records
Recent moves6 records
Expansion highlights6 records
accessplanit competitors and assessment
Company assessmentDirect peers
- Teachable: Teachable is a course platform enabling creators and training businesses to build, market, and sell online courses with student management and payment processing. It overlaps with accessplanit's online booking and payment module for the commercial training provider segment.
- Kajabi: Kajabi is an all-in-one platform for course creators and knowledge businesses, providing course hosting, marketing, CRM, and payment functionality. Comparable to accessplanit's all-in-one TMS positioning, but focused on individual creators and small training businesses.
- LearnDash: LearnDash is a WordPress-based LMS plugin that enables course creators and training businesses to deliver online courses with selling, reporting, and certification features. It targets a similar commercial training provider base but with a self-serve, lower-touch model.
- Thinkific: Thinkific is a course creation and delivery platform for course creators, coaches, and training businesses, with course building, marketing, and student management features. It directly competes for the commercial training provider segment, especially smaller creators, with a self-serve pricing model.
- TalentLMS: TalentLMS is a cloud LMS platform that competes in the same training management category, offering course management, automation, integrations, and learner portals. It overlaps with accessplanit on core training operations functionality but typically targets a broader LMS market including internal corporate training.
- Absorb Software: Absorb LMS is a cloud-based learning management system serving training providers and enterprises with course management, eCommerce, reporting, and learner engagement features. Comparable to accessplanit in serving commercial training organizations, with a stronger enterprise sales motion.
- Arlo Software: Arlo provides cloud-based training management software for training providers, with direct overlap on course scheduling, online booking, invoicing, and CRM for commercial training businesses. It is one of the closest direct competitors in the dedicated TMS category, serving a similar vertical and customer profile.
Broad incumbents
- SAP Litmos: SAP Litmos is an enterprise LMS within SAP's broader software portfolio, offering training delivery, compliance, and content authoring for large organizations. Comparable training management functionality but positioned as part of a much wider enterprise software suite.
- Docebo: Docebo is an enterprise AI-powered LMS platform serving a broad customer base across corporate, training provider, and extended enterprise segments. While it offers overlapping training management functionality, it operates at much larger scale with a broader product portfolio and significant venture funding.
Emerging players
- Mindbody: Mindbody provides business management software for fitness, wellness, and class-based service businesses with scheduling, booking, payment, and CRM features. It overlaps with accessplanit's course scheduling and booking capabilities but targets a different vertical (fitness/wellness rather than commercial training providers).
Market position
Strengths4 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
accessplanit social profiles
Digital presenceaccessplanit compliance and trust
Trust signalCompliance1 record
accessplanit financial estimates
Financial estimateRevenue estimate
Valuation estimate
accessplanit leadership team
Management profileNumber of profiles
Profiles2 records
accessplanit funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
accessplanit 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 accessplanit
What does accessplanit do?
accessplanit sells a cloud-based, modular Training Management System (TMS) for commercial training providers, centralising course scheduling, online booking and payments, CRM, sales pipeline, workflow automation, reporting, and compliance certification tracking. It is offered as an annual SaaS subscription with modular add-ons (Opportunity Management, Manager Access, Trainer/Learner Portals, AI tools) and supported by paid onboarding, professional services, and consultation packages. The platform integrates with Microsoft Teams, Outlook, Zoom, Stripe, Opayo, Worldpay, Power BI and CRM/finance systems via an open API.
Is accessplanit a public or private company?
accessplanit is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was accessplanit founded?
accessplanit was founded in 2004. It employs 11 to 50 people.
Where is accessplanit based?
accessplanit is headquartered in Lancaster, United Kingdom, in the Europe region.
How does accessplanit make money?
Five revenue lines are on record. Platform Subscription is the primary driver. The others are implementation Services, professional Services, consultation Packages and training Events.
Who are accessplanit's main competitors?
Direct peers on record are Teachable, Kajabi, LearnDash, Thinkific, TalentLMS, Absorb Software and Arlo Software. Broad incumbents are SAP Litmos and Docebo. Mindbody is listed as an emerging player.
Does accessplanit have an API?
Yes. accessplanit provides an open API allowing customers to connect to the rest of their tech stack. The API enables integration capabilities for syncing delegate data from websites, linking with payment gateways, updating CRMs automatically, and pulling reports into business intelligence tools. Developer documentation is at www.accessplanit.com/integrations-addons-training-management-software.
What industry is accessplanit in?
accessplanit's product category is Training Management Software. Its primary akta.pro industry code is EDAFAIAG, Tutoring & Homework Help Marketplaces (On-Demand). Its NAICS code is 54151 and its SIC code is 7372.