What Planerio GmbH does

Planerio GmbH is a Munich-based SaaS company founded in 2016 that provides AI-powered workforce management software for healthcare organizations and other shift-intensive industries. The platform is built around an intelligent scheduling algorithm that automatically generates shift plans while observing employee qualifications, the German Working Time Act (ArbZG), tariff agreements (TVöD, TV-Ärzte), hospital-specific regulations (PpUGV, PPP-RL), employee preferences, and absence patterns. Adjacent modules cover digital time tracking (ArbZG/EuGH-compliant), absence and cross-location shift coverage, payroll preparation with direct transfer to DATEV/SAP, employee self-service via a mobile app, and analytics. The product is delivered as a cloud-based web application accessible via PC, smartphone (iOS/Android), and terminal, with servers hosted in Germany and ISO 27001-certified infrastructure.

The company sells exclusively through direct channels — website lead capture, inside phone sales, free weekly public webinars (Planerio Live), and personalized 60-minute demos booked via Calendly — with no partner or reseller distribution. Pricing is subscription-based with three tiers keyed to company size (up to 50, 51–500, 501–5,000+ employees), tiered minimum user commitments, and optional paid onboarding, training, support, and hardware add-ons. Customer concentration is heavily weighted toward the DACH healthcare market (hospitals, MVZs, radiology practices, labs, elderly care, pharmacies, animal clinics), with growing footprint in social services, security/emergency, manufacturing, logistics, agriculture, retail, hospitality, and education. Planerio is privately held, affiliated with the doctari group (doctari, doctari city, Lichtfeld), and reports 4,000+ deployed locations across the EU with a 100+ person product and engineering team.

The product surface is anchored by 100+ documented integrations (DATEV, SAP, Personio, Microsoft Teams, Salesforce, Doctolib, n8n, Kombo, Datafox, Numeras) and a Public API currently at Version 2.0 (Version 1.5 last updated 07.08.2025). Founder-credentialed leadership — Prof. Dr. Wieland Sommer (radiologist, Harvard MPH, Klinikum Großhadern origin of the scheduling concept), Dr. Stefan Klußmann (CEO, ex-McKinsey healthcare practice), Robert Grüter (Business Development) — provides clinical and consulting credibility. The competitive position rests on deep encoding of German labor and healthcare regulation, German data residency, and a multi-vertical scheduling engine rather than on breakthrough AI research.

Name

Planerio GmbH

Legal name

Planerio GmbH

Website

https://planerio.de

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

251–500 employees

Short description

Planerio GmbH is a Munich-based SaaS provider of AI-powered shift scheduling, time tracking, and payroll-preparation software for healthcare and shift-intensive industries across the DACH region, serving 4,000+ EU locations through direct sales and a tiered subscription model.

Ownership category

akta.pro rank

Headquarters

HQ city

Munich

HQ country

Germany

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations

Revenue model

1. SaaS Subscription (Software Nutzungsentgelt): Subscription-based access to the web-based workforce management software. Pricing scales based on the scope of services agreed in the written contract or selected during registration, including number of users (with stated minimum quantities) and optional features. Recurring monthly or annual billing depending on contract terms. Additional fees apply for Onboarding support, training, support services, and hardware.
2. Additional Services (Zusatzleistungen): Onboarding support, software training, support services, and hardware (purchase or rental) are available as optional paid add-ons beyond the core software subscription.

Pricing tiers

Go-to-market motion2 records

Distribution channels6 records

Marketing channels10 records

Core offering

Planerio GmbH develops and sells AI-powered workforce management SaaS software that automates shift scheduling, digital time tracking, absence management, payroll preparation, and analytics for healthcare organizations and other shift-intensive industries. The web-based platform is accessible via desktop browser, smartphone app (iOS/Android), and terminal, with over 100 integrations and an open Public API. Subscription plans are tiered by company size, with additional paid services covering onboarding, training, support, and optional hardware.

Product overview

Planerio is a unified workforce management platform offering AI-powered scheduling, digital time tracking, absence management, payroll preparation, and analytics as integrated modules. The core platform is the Intelligent Scheduling system enhanced with AI algorithms, which connects to the Employee App for mobile access and Interfaces module for 100+ third-party integrations. Additional modules include Absence Management for cross-location coverage, Payroll Preparation for automated compensation calculations, and Analytics for reporting. The Public API enables programmatic access for custom integrations. The company serves healthcare, social services, security, retail, industry, and logistics sectors with 4,000+ locations across the EU.

Differentiator

Problem solved

Functional benefit

Products and services

• Intelligent Scheduling (Intelligente Dienstplanung) AI-powered shift scheduling engine that automatically generates optimal shift plans by considering employee qualifications, legal regulations (ArbZG), collective bargaining agreements (TVöD, TV-Ärzte), operational rules, employee preferences, and last-minute absences. Designed for healthcare organizations and other shift-intensive industries; claims up to 90% time savings for planners.
• Time Tracking & Time Management (Zeiterfassung & Zeitwirtschaft) Digital time recording system compliant with the Working Time Act (ArbZG) and EU Court of Justice (EuGH) rulings. Supports time tracking via PC, smartphone app, or terminal. Includes automatic break deduction, personal digital timesheets, and SOLL/PLAN/IST time views for legally compliant, objective workforce time management.
• Employee App (Mitarbeiter-App) Native mobile application (iOS and Android) that gives employees real-time access to their schedules, time accounts, and shift/time-off requests. Enables submission of shift wishes, sick leave notifications, and approvals. Promotes transparency and employee participation in scheduling, particularly for distributed and field-based staff such as social workers and care givers.
• Absence Management (Ausfallmanagement) Standalone absence management module that handles short-term absences and unfilled shifts, including cross-team and cross-location shift coverage. Enables rapid response when employees call in sick by automatically identifying available, qualified replacements across the organization.
• Payroll Preparation (Lohnvorbereitung) Module for automatic calculation of shift allowances and supplements, with direct data transfer to payroll accounting systems such as DATEV, SAP, and Personio. Streamlines the monthly closing process by stress-free preparation of payroll data and elimination of manual Excel-based compensation calculations.
• Analytics Data visualization and reporting tool providing insights into workforce metrics, time usage, scheduling effectiveness, and operational KPIs to support informed management decisions across the organization.
• Public API Programmatic interface for data exchange supporting JSON, CSV, and Excel formats. Available in versions 1.0 (deprecated, 15.11.2024), 1.5 (last updated 07.08.2025), and 2.0. Enables user import via account-manager request and time evaluation through third-party systems for enterprise customers and partners building custom integrations.

Quantifiable outcome

• Up to 90% time savings in scheduling tasks through intelligent AI-powered algorithm.
• +3 more outcomes

Named customers39 records

Segments11 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration33 records

AI capability3 records

Feature8 records

Partnerships

Twelve partnerships are on record, tiered core and minor.

• doctaricoreTechnology or IntegrationPart of the doctari group (along with doctari city GmbH and Lichtfeld GmbH). Data sharing agreement in place for customer contact data exchange within the corporate group. Doctari provides medical staffing services that complement Planerio's workforce management platform.
• SAPcoreTechnology or IntegrationSAP integration for seamless data transfer between Planerio and SAP's HR and payroll systems. Listed as a key interface partner on the business partner page. SAP is used for integrated business software including HR management and payroll.
• PersoniocoreTechnology or IntegrationPersonio HR management system integration for data exchange with Planerio's scheduling and time tracking platform. Listed as a business partner and interface integration on the Planerio website.
• DATEVcoreTechnology or IntegrationDATEV accounting and payroll software integration enabling direct data transfer from Planerio's payroll preparation module to DATEV for accounting and tax compliance in Germany.
• ArztpoolminorStrategic or Co-development PartnerArztpool provides physician placement and staffing services. Partnership enables seamless scheduling integration for medical practices using Arztpool's staffing services.
• LichtfeldminorStrategic or Co-development PartnerPart of the doctari group. Lichtfeld GmbH is a connected company within the Planerio/doctari corporate structure, sharing data under the affiliated companies provision (Art. 6 Abs. 1 lit. f DSGVO).
• CuragitaminorStrategic or Co-development PartnerCuragita is a healthcare media and services company. Partnership enables specialized scheduling solutions and industry expertise for medical practices and clinics.
• Boden IT Consulting GmbHminorImplementation/ SI/ Consulting PartnerIT consulting firm providing implementation and integration services for Planerio deployments in customer environments.
• INSA Budde (HR Expertin)minorImplementation/ SI/ Consulting PartnerHR consulting partner providing expertise in HR processes and workforce management, supporting Planerio implementations.
• TÜV SÜDminorStrategic or Co-development PartnerTÜV SÜD serves as the Data Protection Officer (Datenschutzbeauftragter) for Planerio, as stated in the privacy policy. Also provides certification and compliance services.
• HR PerfectminorImplementation/ SI/ Consulting PartnerHR consulting firm providing implementation support and process optimization services for Planerio deployments.
• PraxiserfolgminorImplementation/ SI/ Consulting PartnerPraxiserfolg provides consulting services for medical practices. Partnership enables specialized implementation support for healthcare customers deploying Planerio.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Personio: Personio is a Munich-based all-in-one HR and workforce management SaaS platform targeting SMBs and mid-market in Europe. It directly overlaps with Planerio on employee scheduling, time tracking, and shift planning, and is named as a core integration partner and the most obvious head-to-head competitor for European mid-market customers.
• Shiftbase: Shiftbase is a Dutch workforce management SaaS offering employee scheduling, time tracking, and absence management for shift-based SMBs across Europe. It competes directly with Planerio's core scheduling proposition and targets similar verticals including hospitality, retail, and healthcare-adjacent segments.
• Planday: Planday is a Denmark-born workforce management platform (now part of XAMK) offering shift planning, time tracking, and employee engagement for shift-based industries. It overlaps directly with Planerio on scheduling and time tracking for hourly workforces and competes across European hospitality, retail, and healthcare-adjacent customers.
• Kenjo: Kenjo is a Berlin-based HR and people operations platform for SMBs with scheduling, time tracking, and absence management modules. It directly competes with Planerio in the German mid-market segment and shares a similar customer profile of small to mid-sized shift-based employers.
• Deputy: Deputy is an Australia-origin workforce management SaaS providing AI-powered scheduling, time tracking, and compliance for shift-based businesses globally. It directly competes with Planerio on intelligent scheduling for shift-intensive verticals and has expanded across European healthcare and retail segments.
• Quinyx: Quinyx is a Swedish AI-driven workforce management platform serving large enterprises with complex shift scheduling, demand forecasting, and compliance needs. It is a relevant peer for Planerio's enterprise tier, particularly in retail, hospitality, and healthcare-adjacent verticals across Europe.

Broad incumbents

• Workday: Workday is a global enterprise HCM and workforce management suite used by large organizations including healthcare systems. It competes with Planerio at the high end through Workday HCM and Workforce Management modules, offering a much broader platform but less specialized healthcare shift-rule compliance than Planerio.
• SAP SuccessFactors: SAP SuccessFactors is the HCM suite within SAP's enterprise software portfolio, covering core HR, payroll, time management, and workforce planning. It is a key broad incumbent competing for large German enterprise workforce management deals; Planerio already integrates with SAP and can be positioned as a specialized complement for complex scheduling.
• UKG (Ultimate Kronos Group): UKG is a large US-based provider of workforce management, HR, and payroll solutions with strong healthcare and shift-based industry offerings. It competes with Planerio in the upper end of healthcare workforce management, particularly for multi-site hospital groups and large enterprises in Europe.

Others

• doctari: doctari is a Germany-based medical staffing and physician placement company that shares the corporate group with Planerio (doctari group). It is an adjacent/complementary player rather than a direct competitor, providing physician staffing services that integrate with Planerio's scheduling platform for healthcare customers.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@planeriogmbh1479
• LinkedInlinkedin.com/company/planerio

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Planerio GmbH