Intelligence for every stage of your business

MyPlanneryIQ is MyPlannery’s intelligence suite, combining AI, automation, and intelligent workflows to reduce administrative work and help your business operate more efficiently. It connects key areas of your business, including lead management, payments, margins, and client follow-ups, so routine tasks can be automated, important actions can happen proactively, and you can spend less time managing the work behind the scenes.

MyPlanneryIQ consists of four intelligence tools, each designed to solve a different part of running and growing your business: InboundIQ Helps you focus on the leads that matter most. InboundIQ evaluates and prioritizes incoming opportunities so your team can respond faster, pursue the right-fit clients, and quickly identify leads that may be better referred elsewhere. PrecisionIQ Helps protect the amount you intended to collect. Using MyPlannery’s proprietary technology, PrecisionIQ intelligently adjusts invoice pricing so payment fees do not reduce your original quoted amount, whether a client pays by card or ACH. It also reduces the complexity and awkward client conversations often associated with traditional surcharging. MarginIQ Gives you a clearer picture of what your events are actually earning. MarginIQ connects your pricing, costs, discounts, and payment expenses so you can understand your true take-home rate, see where margin is being gained or lost, and know how much flexibility you have before offering a discount. GrowthIQ Turns completed events into new opportunities. GrowthIQ automatically guides clients through post-event actions like reviews, gratuities, and referrals, helping you generate more value from every client relationship without adding more follow-up work for your team.

Yes. MyPlanneryIQ combines AI, automation, and intelligent workflows to reduce repetitive work, surface the information that matters most, and help you make better business decisions. Rather than adding AI for the sake of it, MyPlanneryIQ uses intelligence where it can create meaningful impact, from prioritizing leads and protecting margins to improving follow-ups and identifying growth opportunities. The goal is simple: spend less time managing repetitive tasks and more time running and growing your business.

MyPlanneryIQ is launching in phases. PrecisionIQ and MarginIQ are available October, with additional intelligence tools coming soon. InboundIQ and GrowthIQ are expected to launch by Spring of 2027. Join early access to receive updates and be among the first to access new MyPlanneryIQ tools as they launch.