Relationships, with context.
Keep companies, contacts, notes, and follow-ups together. Open a record and find the context your team has captured.
YOUR BUSINESS. CONNECTED.
Good work deserves
a better memory.
Turn meetings, notes, and documents into connected business knowledge. Keep relationships, opportunities, and decisions in view—with your team in control.
Palanae /pal-uh-NAY/ · AI proposes. People approve.
PALANAE / YOUR WORKSPACEConnected knowledge
01 / CAPTURE
The conversation
Meeting transcript“Let’s send the revised proposal on Friday. Dana will handle budget approval. I’ll confirm the delivery date.”
Source attached
02 / REVIEWYour approval
The useful details
- Decision maker
- Dana ↗
- Next action
- Send revised proposal
- Due
- Friday
Approve proposed facts
You decide what becomes a record.
03 / CONNECTRelationshipsPipelineKnowledgeOne shared record
One connected workspaceYour vocabulary & processesSource-backed knowledgeHuman-approved AI
THE PLATFORM
More of the picture.
Less piecing it together.
Start with the tools your team needs. Each module works with the same underlying records, so context can travel with the work.
A pipeline with a memory.
Connect opportunities to the conversations behind them. Track what was discussed, what comes next, and how each deal is moving.
Spend with a clear next step.
Bring requests, approvals, and allocations into one place, connected to the same company records your team already uses.
Product illustrations use fictional records.
FROM CONVERSATION TO CONTEXT
The work happened.
Make it useful again.
With +AI, the material your team already produces becomes a starting point for structured, searchable knowledge.
- 01
Bring the work you already have.
Start with a meeting transcript, note, or document. +AI features turn the source into proposed updates.
- 02
Review the useful details.
See the proposed facts alongside their source. Accept what belongs in the record and reject what doesn’t.
- 03
Keep the context connected.
Approved facts sit beside your team’s entries, carrying their source, confidence, and timestamp.
BUILT FOR TRUST
Useful AI.
Human judgment.
Know where a fact came from, who can see it, and what happens next.
AI proposes. People approve.
You approve the change.
AI-generated updates arrive as proposals. A person reviews them before the platform commits the change.
Every claim carries its source.
AI-derived facts keep their source, confidence, and timestamp beside the entries your team makes.
Your permissions stay in place.
AI works under your access permissions. Each company has an isolated workspace, with separation enforced in the application and database.
FITS THE WAY YOU WORK
Your language.
Your starting point.
Configure your vocabulary, pipeline stages, and roles. Begin with a discovery conversation and a workspace set up for your business.
One foundation across modules.
People, events, commitments, money, things, and work form a shared record. Each module brings the relevant parts into view.
Keep your accounting where it belongs.
Palanae is a business knowledge and operations platform. Your payroll and general ledger remain with the systems that own them.
Build your starting point.
Choose your modules, then decide where +AI makes sense.
Explore pricingLET’S TALK
What could your
business remember?
Tell us how your team works today. We’ll explore the right modules, the right fit, and a clear starting point.
info@palanae.com