The Central Platform for Managing and Distributing Energy Tariffs and Plan Data
Real-Time Energy Plan Management Platform
Planify is an API-driven platform designed to simplify the management of electricity and gas plan data for energy retailers and channel partners.
Built for the modern energy market, Planify provides real-time pricing updates, automated compliance controls, and seamless integrations, ensuring that accurate energy plans are instantly available across all systems and sales channels.
The platform eliminates manual plan management, reduces quoting errors, and ensures that retailers and brokers always work from a single, trusted source of truth for energy pricing and tariffs.
API-driven integrations for retailers and partners
Accurate, standardised energy plan data
Reduced operational complexity and quoting errors
Automated compliance with regulatory requirements
Faster partner onboarding and channel expansion
Planify provides a centralised platform for managing all electricity and gas plan data, ensuring accuracy, consistency, and real-time accessibility across the entire partner ecosystem.
Eliminate fragmented systems by managing all energy plans in a single, centralised environment. This ensures a consistent source of truth across retail, sales, and partner channels, reducing duplication and operational complexity.
Access and manage all plan components, including rates, discounts, incentives, contract terms, and fees in one place. This improves transparency, reduces reliance on manual interpretation, and ensures accurate quoting and compliance across all channels.
Easily manage both public and restricted plans, ensuring the correct offers are presented to the right customers. This supports compliance requirements while enabling retailers to maintain control over plan distribution and eligibility.
Planify enables retailers to manage complex tariff structures and pricing with accuracy, control, and real-time distribution across all channels.
Energy pricing is inherently complex, with multiple tariff structures that vary by network, customer type, and usage patterns. Planify simplifies this by enabling precise tariff mapping, ensuring customers are quoted correctly based on their actual site configuration. This reduces errors, improves customer trust, and ensures compliance with regulatory requirements.
Pricing changes can occur frequently, and delays in updating systems can lead to incorrect quotes and lost revenue. Planify ensures that any pricing update is instantly reflected across all partner channels, eliminating lag and enabling retailers to respond to market conditions immediately while protecting margins.
Managing reference pricing and billing codes is critical for compliance and accurate billing. Planify centralises these elements, ensuring that all channels access consistent, up-to-date information. This reduces compliance risk, supports regulatory obligations, and ensures alignment between quoting, billing, and customer disclosures.
Planify empowers retailers to seamlessly connect with and manage their channel partners, ensuring accurate, compliant, and real-time access to energy plan data.
Provide controlled access to plan data, ensuring only approved partners can retrieve and use information. This maintains governance, protects sensitive data, and ensures compliance across all sales channels.
Planify delivers a consistent API framework, allowing partners to easily access plan data without complex integrations. This reduces onboarding time, lowers IT effort, and enables retailers to scale their partner network efficiently.
Partners can retrieve plans based on actual site eligibility using NMI/MIRN discovery, ensuring customers are always quoted the correct tariffs and plans. This eliminates quoting errors, improves conversion rates, and ensures compliance with regulatory requirements.
Planify delivers a clean, consistent data structure for energy plan information, eliminating complexity and ensuring seamless distribution across all channels and systems.
By standardising how plan data is formatted and delivered, Planify removes inconsistencies between systems and partners. This ensures all stakeholders are working from the same accurate information, improving reliability and reducing operational confusion.
Planify aligns with Consumer Data Right (CDR) standards, enabling compliant data sharing and ensuring retailers meet regulatory requirements. This supports transparency, improves customer trust, and future-proofs the platform for evolving data regulations.
Remove the need for manual data manipulation, conversions, and reformatting across systems. This reduces errors, speeds up operations, and allows teams and partners to focus on selling and servicing customers rather than managing data.
Planify ensures that all energy plan data made available to channels is accurate, current, and trusted by sourcing only published plans directly from retailer pricing systems.
By relying exclusively on plans that are already or soon to be published, Planify ensures that all data has passed internal retailer controls and is ready for market use, removing ambiguity and manual checks.
Channels always access up-to-date plan data, reducing the risk of outdated pricing being quoted and ensuring customers receive accurate and compliant offers.
Removes reliance on spreadsheets, email updates, or manual processes that often lead to errors, inconsistencies, and compliance breaches.
Provides a centralised platform where all partners access the same verified plan data, ensuring consistency across all sales channels and improving governance and control.
Planify acts as the central platform for managing and distributing energy plan data across retailers and partner ecosystems.
Retailers manage tariffs, plan attributes, and pricing rules within the Planify platform.
Validates plan data and pricing rules to ensure accuracy and compliance before distribution.
Plan data is published through Planify APIs, enabling partner systems to retrieve pricing and tariff information in real-time.
Partner systems can query Planify using NMI or MIRN discovery to retrieve accurate plans based on site eligibility.
Any pricing or tariff updates are automatically synchronised across all connected partner systems.
Planify acts as the central platform for managing and distributing energy plan data across retailers and partner ecosystems.
- Instantly update tariffs across all channels
- Respond to market conditions without delay
- Ensure customers always receive accurate pricing
- Prevent quoting errors with automated validation
- Ensure correct tariffs based on site eligibility
- Deliver reliable and consistent pricing information
- Eliminate manual plan data management
- Standardise pricing formats across systems
- Reduce administrative overhead
- Built to support regulatory requirements, including ESC Victoria’s Clear Advice Entitlement
- Maintain audit-ready plan data and pricing disclosures
- Reduce compliance risk across sales channels
- Onboard new channel partners quickly using APIs
- Enable partners to access real-time plan data
- Expand distribution channels without integration delays
Retailers can efficiently manage and control all aspects of electricity and gas plan data, ensuring secure access for approved channels. This enables your third party channels to retrieve the necessary data to compliantly sell your plans, confidently quoting the correct tarifts and plans based on actual site eligibility.
With Planify APls, Third Party Cannels can seamlessly access electricity and gas plan data. Enabled with MSATs and MIRN, you receive only accurate plan data specific to your customer’s site for your panel of retailers. Retailers manage tariff mapping, reference pricing, fact sheets, billing codes, and scripting directly, ensuring a single, trusted source for real-time, accurate information.
Third party systems like CRMs and websites can query plan data in real time using our type I and Il NMI/MIRN discoveries, meaning third party systems no longer need to maintain plan data. We also offer a way to retrieve Plan data in bulk.
- Quicker turnaround time for reprice/price change events meaning retailers can promptly respond to market conditions.
- No lead time for channels to update plan data in their systems.
- No transforming or manipulating tariff/plan data.
- Peace of mind knowing channels can manage complex tariffs like demand, South Australia Controlled loads and time of use Solar.
- Minimise quoting errors.
