ProcessPlan
- Company typePrivate
- Founded2013
- HeadquartersValdosta, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What ProcessPlan does
ProcessPlan, LLC is a privately held software company founded circa 2013 and headquartered in Valdosta, Georgia, operating in the AI workforce management and intelligent process automation space. The platform enables users to record themselves performing any computer-based job; the AI then analyzes the screen recording and produces a complete visual process flow diagram with decision branches in under 10 minutes. On top of this foundation, customers can deploy AI Employees, autonomous digital workers billed by the active working minute, to execute documented processes end-to-end across emails, documents, software, and databases, while a separate AI Strategist layer continuously monitors processes, predicts risk, and modifies the underlying processes to improve outcomes, learning from a network of approximately 3,100 peer organizations.
The product architecture is modular and priced as a workforce rather than as bundled software tiers: $29 per user per month, $0.15–$0.25 per AI Employee active minute, $99 per dedicated AI Workstation, and $20 per team member for AI Strategist with an optional Cross-Company Peer Insights add-on. The go-to-market combines a product-led growth acquisition channel, anchored by a free AI recording tool that requires no credit card, with an enterprise field-sales motion offering custom SLAs, DPAs, security reviews, and dedicated success managers. Customers span 45+ countries and 6 languages across 9+ named vertical segments including financial services, healthcare, real estate, HR/staffing, legal, construction, and government.
ProcessPlan has no disclosed institutional funding, no parent company, and operates as an LLC under the laws of Georgia. Its infrastructure runs on AWS with SOC 2 Type II and ISO 27001 inherited certifications, Cloudflare for DDoS protection, Stripe for payments, Auth0/Okta for authentication, and Anthropic as the primary AI processing provider on zero-data-retention terms. The company reports 12+ years of continuous operation, 200+ automated job types, and compliance with the EU-U.S. Data Privacy Framework and GDPR via Standard Contractual Clauses, supporting its horizontal positioning across regulated industries.
ProcessPlan firmographics
Firmographics- Name
- ProcessPlan
- Legal name
- ProcessPlan, LLC
- Website
- https://processplan.com
- Company type
- Private
- Founded year
- 2013
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
ProcessPlan industry classification
Industry- Product category
- AI Workforce Management Software
- NAICS
- Computer Systems Design Services (541512)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- iBPMS (Intelligent BPM Suites) & Process Automation Suites (HDAEAHAG)
- akta.pro secondary industries
- Robotic Process Automation (RPA) & Hyperautomation Platforms (HDAEAKAF), Agents & Autonomous Workflows (Tool Use, Planning, Multi-Agent) (HDAAACAF), Enterprise Work Management & Collaborative Workflow Platforms (HDAEAHAI), Process Mining, Predictive Process Analytics & Automation Intelligence (HDAAAHAJ)
Keywords
Where ProcessPlan is headquartered
LocationHeadquarters
- HQ city
- Valdosta
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
ProcessPlan business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations
Revenue model
- User Licenses: User licenses at $29 per user per month for people who manage work, complete tasks, run reports, or log in to the platform.
- AI Employee Minutes: AI Employees are billed by the active working minute at volume rates from $0.25 (0-40 hours/month) down to $0.15 (120+ hours/month). Customers only pay when AI is actively clicking, typing, reading, or making decisions.
- AI Workstations: Dedicated virtual workstations for AI Employees at $99/month each. One workstation per AI Employee, capable of running up to 744 hours per month.
- AI Strategist: AI Strategist priced per team member (both human users and AI Employee full-time equivalents) at $20 each. Includes over 70 strategic focus areas.
- Cross-Company Peer Insights: Add-on to AI Strategist for benchmarking against anonymized best performers. Priced per team member at $20, requires AI Strategist to be enabled.
- Free Recording Tool: Free AI recording tool with no limits, no credit card, no obligation. Process documentation and visual flow diagrams are free. Automation is a separate optional add-on.
- Enterprise Services: Enterprise tier includes volume pricing on all blocks, dedicated success manager, custom SLAs, security review, DPA, and custom integrations tailored to the organization.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Monthly | Free Recording Tool - Always free |
| Per seat | Monthly | User Licenses - $29/user/month |
| Usage-based | Pay-as-you-go | AI Employees - Usage-based pricing |
| Subscription | Monthly | AI Strategist - $20/team member/month |
| Subscription | Monthly | Cross-Company Peer Insights - Add-on to AI Strategist |
| Subscription | Annual | Enterprise - Volume pricing with dedicated support |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels6 records
ProcessPlan product offering
Product offeringCore offering
ProcessPlan sells an AI-powered workforce management platform that captures a user's screen activity, automatically converts it into a visual business process flow within 10 minutes, and then deploys autonomous AI Employees to execute those processes end-to-end. The platform simultaneously orchestrates AI Employees and human workers with smart task routing, approvals, deadlines, and full audit trails, and overlays an AI Strategist that continuously monitors operations, predicts risk on in-flight work, and updates underlying processes to capture savings.
Product overview
ProcessPlan is an AI workforce management platform built as a modular system where products stack together. The core offering centers on a free AI Recording Tool that captures screen work and auto-generates visual process flow diagrams in under 10 minutes. On top of this, the Workforce Management Platform orchestrates both AI Employees and human workers with task routing, approvals, and full audit trails. Users can deploy AI Employees (autonomous digital workers billed per active minute at $0.15-$0.25) to run documented processes 24/7. Optional layers include the AI Strategist ($20/team member) for strategic monitoring, optimization, and predictive analytics with dollar-ranked findings; and Cross-Company Peer Insights for benchmarking against anonymized best performers. The architecture is designed for no-code process building using simple decision trees, with automation being optional and addable one block at a time. The platform serves 45+ countries in 6 languages across 200+ job types automated.
Differentiator
Problem solved
Functional benefit
Brands
- ProSeer: The underlying AI engine that powers ProcessPlan's AI Employees and AI Strategist features, powered by generative artificial intelligence.
- AI Employees
- AI Strategist
Products and services
- AI Recording Tool Free standalone screen recording tool that automatically generates complete visual process flow diagrams (with decisions, branches, and exceptions) for any computer-based job in under 10 minutes; used for documentation, training, onboarding, or as the entry point for AI Employees deployment. Targeted at any team that wants to document office-based work.
- AI Employees Autonomous digital workers that execute end-to-end business processes (e.g., invoice processing, CRM updates, contract analysis, follow-up emails, monthly reporting) on behalf of human teams, scaling from one job to thousands. Targeted at operations leaders and shared-service teams.
- AI Strategist Strategic optimization layer that watches how work flows through a customer's processes, identifies where outcomes fall short (money leaking, risks forming), and improves them by updating the processes that govern the work, then measures whether changes worked. Targeted at operations, finance, and shared-services leaders who want autonomous, measurable process improvement.
- Workforce Management Platform Core orchestration platform (no-code decision-tree based) that manages every process across the organization, assigns work to the right person or AI Employee automatically, tracks deadlines and approvals, and produces a complete audit trail for compliance. Targeted at operations and shared-services teams that need to run AI and human workforces in one system.
Quantifiable outcome
- A third of new inquiries were never getting a second touch. After building follow-up into the intake process, reply rates nearly doubled.
- +4 more outcomes
Companies that use ProcessPlan
Customer profileSegments9 records
Ideal customer profiles2 records
ProcessPlan technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability8 records
Feature6 records
ProcessPlan partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core.
- Amazon Web Services (AWS)coreAWS provides hosting and file storage services. ProcessPlan's infrastructure is hosted on AWS with SOC 2 Type II and ISO 27001 certifications. Data is encrypted at rest using AES-256.
- Stripe, Inc.coreStripe handles payment processing for ProcessPlan. Credit card data is processed and stored exclusively by Stripe; ProcessPlan does not store credit card numbers.
- Auth0 (Okta)coreAuth0 (now part of Okta) provides authentication services for the ProcessPlan platform using industry-standard security.
- Cloudflare, Inc.coreCloudflare provides DDoS protection and web application firewall for the ProcessPlan platform, plus CDN services.
- AnthropiccoreAnthropic is the primary AI processing provider for ProcessPlan's AI features. Used on zero-data-retention API tiers with no customer data used for model training.
Scale indicators6 records
Recent moves6 records
Expansion highlights4 records
ProcessPlan competitors and assessment
Company assessmentEmerging players
- WorkFusion: WorkFusion focuses on AI digital workers for regulated industries (financial services, healthcare), aligning with ProcessPlan's vertical-industry approach to AI Employees and workforce orchestration.
- Celonis: Celonis pioneered process mining and now layers AI-driven process optimization and execution, conceptually adjacent to ProcessPlan's AI Strategist benchmarking layer. Different starting point (mining logs vs. screen recording) but converging on AI-driven process improvement.
Direct peers
- Automation Anywhere: Automation Anywhere combines RPA with generative-AI agents (Autonomous Agents) and process discovery, competing head-on with ProcessPlan's AI-recording-to-process-flow approach. Both platforms emphasize unattended digital workers handling end-to-end business processes.
- Nintex: Nintex delivers process mapping, workflow automation, and document generation used by mid-market and enterprise teams — directly overlapping with ProcessPlan's process documentation, e-signature, and workflow orchestration modules.
- Zapier: Zapier is a leading no-code automation platform connecting thousands of SaaS apps and increasingly adding AI agent capabilities — highly comparable to ProcessPlan's low-code process design and AI-driven execution, though without the enterprise BPM/process suite depth.
- Appian: Appian is an iBPMS/process automation suite with low-code design, AI copilots, and orchestrated human/bot workflows — directly comparable to ProcessPlan's no-code decision-tree builder and AI+human orchestration story.
- UiPath: UiPath is the leading RPA platform and has been layering process discovery, AI agents, and orchestration directly comparable to ProcessPlan's AI Employees and AI Strategist. Both sell autonomous digital workers that operate on top of documented processes, and both target the same enterprise buyers.
Broad incumbents
- Pega: Pega's Pega Platform and AI-powered Process AI target intelligent BPM and robotic automation across large enterprises, mapping closely to ProcessPlan's iBPMS-style positioning with autonomous digital workers.
- ServiceNow: ServiceNow's Now Platform and App Engine deliver workflow automation, AI agents, and process optimization to large enterprises. Its breadth and scale overlap with ProcessPlan's workflow/AI-Employee positioning, especially for IT and operations use cases.
- Microsoft Power Automate: Microsoft Power Automate bundles desktop RPA, AI Builder, and Copilot-driven process recording across the Microsoft 365 installed base. It overlaps ProcessPlan in process automation, AI agents, and workflow orchestration, often as part of a much broader enterprise license.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
ProcessPlan social profiles
Digital presenceProcessPlan compliance and trust
Trust signalCompliance4 records
ProcessPlan financial estimates
Financial estimateRevenue estimate
Valuation estimate
ProcessPlan leadership team
Management profileNumber of profiles
ProcessPlan funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
ProcessPlan 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 ProcessPlan
What does ProcessPlan do?
ProcessPlan sells an AI-powered workforce management platform that captures a user's screen activity, automatically converts it into a visual business process flow within 10 minutes, and then deploys autonomous AI Employees to execute those processes end-to-end. The platform simultaneously orchestrates AI Employees and human workers with smart task routing, approvals, deadlines, and full audit trails, and overlays an AI Strategist that continuously monitors operations, predicts risk on in-flight work, and updates underlying processes to capture savings.
Is ProcessPlan a public or private company?
ProcessPlan is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was ProcessPlan founded?
ProcessPlan was founded in 2013. It employs 11 to 50 people.
Where is ProcessPlan based?
ProcessPlan is headquartered in Valdosta, United States, in the North America region.
How does ProcessPlan make money?
Seven revenue lines are on record. User Licenses are the primary driver. The others are AI Employee Minutes, AI Workstations, AI Strategist, cross-Company Peer Insights, free Recording Tool and enterprise Services.
Who are ProcessPlan's main competitors?
Emerging players on record are WorkFusion and Celonis. Direct peers are Automation Anywhere, Nintex, Zapier, Appian and UiPath. Broad incumbents are Pega, ServiceNow and Microsoft Power Automate.
Does ProcessPlan have an API?
Yes. ProcessPlan offers an API that developers can use to build or automate workflows. The Terms of Service reference APIs as part of the Software definition, which includes 'application programming interfaces ("APIs"), AI Agents, AI Employees, and related tools and documentation'. No specific API type (REST, GraphQL), authentication method, rate limits, or sandbox availability are detailed in the provided sources. Developer documentation is at answers.processplan.com/c/api.
What industry is ProcessPlan in?
ProcessPlan's product category is AI Workforce Management Software. Its primary akta.pro industry code is HDAEAHAG, iBPMS (Intelligent BPM Suites) & Process Automation Suites, with a secondary code of HDAEAKAF, Robotic Process Automation (RPA) & Hyperautomation Platforms. Its NAICS code is 541512 and its SIC code is 7372.