PlanSource vs. Summit Comparison Chart

Elation Health is the leading technology platform for primary care, providing clinical-first solutions since 2010. Our award-winning EHR and billing platform supports 32,000 clinicians in delivering personalized care to over 16 million patients, helping providers rediscover the joy in medicine. Elation’s tools center on supporting primary care practices with tailored capabilities and workflows that streamline the complexities of longitudinal care, facilitate alignment with value-based care, and maximize revenue for each practice. Elation Health provides a comprehensive platform for primary care practices, including a clinical-first EHR for streamlined care workflows, integrated billing software to optimize revenue cycle management, and AI-powered tools that reduce documentation time by up to 2 hours daily, streamlining clinical encounters. Together, these solutions enhance efficiency, support personalized patient care, and empower independent practices to thrive.

Streamline your business with Rippling’s all-in-one platform for HR, IT, payroll, and spend management. Effortlessly manage the entire employee lifecycle, from hiring to benefits administration. Automate HR tasks, ensure compliance, and streamline approvals. Simplify IT with device management, software access, and compliance monitoring, all from one dashboard. Enjoy timely payroll, real-time financial visibility, and dynamic spend policies. Rippling empowers your business to save time, reduce costs, and enhance efficiency, allowing you to focus on growth. Experience the power of unified management with Rippling today.

TriNet has been a trusted leader in providing comprehensive HR solutions tailored specifically for small and midsize businesses for over 30 years. This longevity in the market reflects deep expertise and a proven track record of helping companies streamline their human resources functions, mitigate risks, and enhance employee satisfaction. TriNet helps simplify complex HR challenges by offering a unified platform that integrates payroll processing, benefits administration, risk mitigation, and compliance support. This consolidates the need for multiple vendors, reducing administrative burden and allows business leaders to focus on growth and strategic priorities. TriNet’s dedicated service model combines personalized support from assigned HR professionals and relationship managers with access to specialized HR experts via multiple communication channels. This helps deliver timely, expert best practices guidance tailored to each client’s unique needs.

Service Center by Office Ally is a trusted Revenue Cycle Management and patient payments platform used by more than 80,000 healthcare providers and health services organizations, which process more than 950 million transactions annually. Service Center is a cost-effective solution enabling providers to control their revenue cycle. With a user-friendly interface, Service Center helps providers check and verify patients’ eligibility and benefits, submit, correct, and check the status of their claims online, and receive remittance advice. Accepting standard ANSI formats, data entry and pipe-delimited formats, Service Center helps streamline administrative tasks and create more efficient workflows for providers.

Native Teams is a global platform that enables businesses to hire, onboard, pay, and manage international teams in 85+ countries without the need for local entities. Trusted by 3,000+ businesses worldwide, Native Teams handles global hiring bureaucracy, allowing companies to scale globally with confidence. Our key services include: • Employer of Record (EOR): We act as the legal employer to handle contracts, payroll, taxes, and benefits in compliance with local laws • Gig Pay: A solution designed for businesses that want to pay gig workers quickly, securely and across borders • Entity Management: We support legal entity setup and ongoing compliance for businesses establishing operations abroad • Contractor Pay: Multi-currency payments and tax-compliant contractor management simplified on one platform • Contractor of Record: We manage contractor contracts and legal obligations to minimise risk • Relocation services: Assistance with work permits and visas; available with EOR plan

Macaw AMS is for selling Insurance. Brokers, MGAs, MGUs, Program Managers and Lloyds Coverholders can use Macaw AMS to automate their operating model. Macaw AMS is built with a customer-centric model. It supports CRM, Sales, Underwriting, Rating, Policy Servicing, Claims Intimation and Billing. Self-service portals are available for Customers, Producers and Carriers. The reporting, analytics and visualization capabilities are best-in-class. Macaw AMS comes with in-built Document Management and Task Management facilities. It has several ready adaptors to provide integrated & in-flow facilities for eSignature, Payment, OFAC check, Mass Emailing and Computer Telephony, using 3rd Party Services. Macaw AMS is hosted in cloud and tested for cyber security. Technology-wise, the screens are responsive and can be used from web / mobile / tablet. The database is relational and the core components are written in Java. At the peak, Macaw AMS can process 500-1000 Policies within one day.

Famly is a modern, all-in-one childcare management platform designed to eliminate administrative overload — so you and your staff can focus on what really matters: the children. With features like digital enrollment, automated billing, real-time message translation, and staff scheduling, Famly streamlines every part of your operations. It’s built for directors, administrators, and educators who want reliable, intuitive software that just works. Join 7,000+ childcare centers, daycares, and preschools already using Famly to simplify communication, manage finances, and reduce paperwork — all in one place. Save time. Reduce admin. Spend more time with the children. Try Famly today.

Predict360 is an integrated risk and compliance management software platform for financial and insurance organizations. It integrates risk and compliance processes and industry best practices content into a single platform that streamlines regulatory compliance, improves efficiency, predicts risk, and provides best-in-class business intelligence reporting. Predict360 includes the following Risk Management applications: Enterprise Risk Management (ERM), Risk Management and Assessments, Risk Insights, Issues Management, Peer Insights, Third-Party Risk Management, and Quarterly Certifications and Attestations. Compliance applications are: Compliance Management, Compliance Monitoring & Testing, Complaints Management, Regulatory Change Management, Regulatory Examination and Findings Management, Policy & Procedure Management, and more. 360factors also offers Lumify360 - a KPI and KRI predictive analytics platform that enriches data, predicts performance, and works alongside any GRC.

We simplify your manufacturing.™ Global Shop Solutions AI-integrated ERP software provides the applications needed to deliver a quality part on time, every time from quote to cash and everything in between, including shop management, scheduling, inventory, accounting, quality control, CRM and 25 more. Built with AI in mind, our software helps manufacturers make smarter, data-driven decisions that improve efficiency and visibility. Available in the cloud or on premise, our manufacturing customers benefit from real-time inventory accuracy, improved on-time delivery, lower administrative costs, increased sales and improved customer service. Headquarters in The Woodlands, Texas includes a state-of-the-art R&D facility and Global Shop Solutions training center. Through its offices in the U.S., Mexico, Indonesia, Singapore, Australia, New Zealand and the United Kingdom, the company supports thousands of manufacturing facilities in over 25 countries and more than 30 industries.

Replicon Time is a leading cloud-based project time tracking platform that helps mid-market and enterprise organizations manage time, projects, and workforce operations with accuracy and confidence. It provides a single source of truth for all time data — connecting project delivery, billing, payroll, labor compliance, and workforce productivity across global teams. Key Features & Benefits • AI-powered Time Tracking • Project Time & Cost Management • Workforce & Scheduling Management • Leave & Absence Management • Compliance & Governance • Payroll & Billing Integrations • Analytics & AI Insights • Mobile & Global Support Trusted by finance, operations, HR, & compliance leaders across industries like professional services, IT, consulting, engineering, & government contracting, it helps improve profitability, ensure compliance, and make confident, data-driven decisions.