accessplanit
accessplanit is a training management platform for planning, managing, and selling courses and training resources.
What accessplanit is
accessplanit is a training management platform for planning, managing, and selling courses and training resources. Its standard package includes course and resource management, a trainer portal, awards and certification, and task management. Providers can manage class schedules, learner registrations, attendance, instructors, waitlists, and certification tracking. Online booking and website integration support course sales, while finance functions include invoicing, discounts, and eCommerce. Reporting options include ready-made and custom reports, configurable dashboards, and scheduled reports delivered by email. Listed integrations include Moodle, Google Analytics, Exchange, Zynk, ADFS, and payment gateways such as PayPal, Stripe, WPM, Opayo, Adyen, and Barclays ePDQ. HubSpot and Salesforce integrations support customer and CRM data syncing. Optional API access and webhooks provide two-way communication, data syncing, and event-triggered actions. The company says the platform is designed primarily for commercial training providers managing training at scale. Pricing is quoted based on requirements and includes an annual software licence and a one-off implementation fee.
Good
- Supports course, resource, and trainer management.
- Tracks attendance and certifications.
- Includes online booking and eCommerce functions.
- Offers scheduled email reports.
- Optional API and webhooks support two-way data syncing.
Watch out
- Pricing is available on request.
- A one-off implementation fee applies.
- AES 256 encryption at rest is available on request.
- Standard recovery point objective is 24 hours.
Who it suits
accessplanit is designed primarily for commercial training providers that need to plan, manage, and sell training at scale. Its booking, finance, reporting, and course operations tools may suit teams managing training resources and learners in one platform.
Verdict
accessplanit covers course operations, bookings, sales, finance, reporting, and integrations for training providers. Since pricing depends on requirements and setup includes an implementation fee, ask for a quote based on your intended modules and scale.
Plans and prices
From accessplanit's own pricing page, checked 15 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Starting price | £250 a month | Pricing shown as £250 per feature per month · subscription · per feature |
| Essential | $330 a month | 3 admin licenses · $2.00 per active learner · $4.00 active-learner overage · 20 active workflows · 5GB storage · implementation from $6,995 · payable annually |
| Advanced | $870 a month | 5 admin licenses · $2.00 per active learner · $4.00 active-learner overage · unlimited workflows · 10GB storage · implementation from $7,995 · payable annually |
| Enterprise | Priced on request | Tailored package · implementation from $8,995 |
| Standard package | Priced on request | Core modules included · price depends on modules, delegates, platform users, integrations and development · Annual software licence; one-off implementation fee |
The facts
Each one read from accessplanit's own pages, with the date it was checked.
What it does
- Access controls
- Security options include single sign-on, optional multi-factor authentication, configurable password policies and session timeouts.checked 8 Oct 2026
- API and webhooks
- The optional API supports two-way real-time integrations, while webhooks notify external systems when events such as enrolments or completions change.checked 15 Oct 2026
- API credentials
- API access uses supplier-issued API keys that customers must keep confidential and use for internal business purposes.checked 15 Oct 2026
- API scope
- The public service description lists two-way REST APIs for users/accounts and finance records, plus a one-way SOAP course feed; full documentation is supplied on request and a sandbox is available.checked 15 Oct 2026
- Automation
- Workflows automate enrolments, reminders, communications, tasks, certificates, compliance records and invoices.checked 15 Oct 2026
- Availability commitment
- The government service listing says customers can claim service credits if monthly availability falls below 99.5%.checked 15 Oct 2026
- Bookings and finance
- Core modules include online booking and website integration, plus finance functions such as invoicing, discounts and eCommerce.checked 8 Oct 2026
- Course management
- The platform manages classroom, online, eLearning and blended courses and events.checked 15 Oct 2026
- Course operations
- The standard package includes course management, resource management, a trainer portal, awards and certification, and task management.checked 8 Oct 2026
- CRM integrations
- The connectivity page describes integrations with HubSpot and Salesforce for syncing customer and CRM data.checked 8 Oct 2026
- Data protection
- The security page says data is encrypted in transit using TLS 1.2, encryption at rest using AES 256 is available on request, and each customer instance is physically separated.checked 8 Oct 2026
- Documentation
- The Atlassian knowledge base contains guides for administration, courses, finance, imports, reporting, shopping basket, tasks, workflows and resource management.checked 15 Oct 2026
- Encryption and backups
- The security document states that application traffic uses enforced 256-bit SSL encryption and that encrypted backups run daily.checked 15 Oct 2026
- Installation
- The service has no application to install and uses a responsive browser interface designed for mobile devices.checked 15 Oct 2026
- Integrations
- Listed connections include Salesforce, HubSpot, Moodle, Google Analytics, SurveyMonkey, Mailchimp, Sage, Xero, PayPal, Adyen and calendar tools.checked 15 Oct 2026
- Intended customers
- The company says the platform is designed primarily for commercial training providers that need to plan, manage and sell training at scale.checked 8 Oct 2026
- Limit: feature gaps
- A Software Advice reviewer says some needed functionality was missing, while another reports communication problems when faults were identified.checked 15 Oct 2026
- Limit: learning curve
- Reviewers report that setup and implementation are more demanding than expected and that new users face a learning curve.checked 15 Oct 2026
- Limit: usability and speed
- Review summaries mention unintuitive menus, confusing automation filters and occasional slowness under heavy use.checked 15 Oct 2026
- Notable news: LinkedIn update
- In October 2026 the company promoted a webinar presenting its training-management maturity model based on more than 20 years working with training providers.checked 15 Oct 2026
The company
- Company founded
- LinkedIn states that accessplanit was founded in 2001.checked 15 Oct 2026
- Company legal entity
- Companies House lists ACCESSPLANIT LIMITED as an active private company, company number 07083596, incorporated on 23 November 2009.checked 15 Oct 2026
- Company size and headquarters
- LinkedIn lists accessplanit as privately held, headquartered in Lancaster, with 11–50 employees.checked 15 Oct 2026
- Headquarters
- The company identifies Lancaster as its headquarters.checked 8 Oct 2026
