Plansmith

Plansmith Corporation provides software for budgeting and interest risk management to financial institutions. The job it does: collecting evidence and tracking controls for frameworks like SOC 2 or HIPAA.

Who is it for? Mostly companies that sell to larger customers. Related areas on their profile: Financial Services and Risk Management. They are a small team, 11 to 50 people, which usually shapes who they work with. Small vendors mean quick answers and real influence on the roadmap, but check who covers support when someone is out.

Plansmith is based in Schaumburg, Illinois and around since 1971. More on plansmith.com.

Our checklist for this category: frameworks covered, auditor network, and integrations. Ask for a trial on your own data, not a canned demo.

If you have worked with Plansmith, tell the next buyer what you paid and what surprised you. That is the part of this page we cannot write.