Planbase Raises $2.1M, Launches AI-Native Workforce Platform for Healthcare Operations
Planbase Technologies, a San Francisco-based healthtech startup founded in 2023 by Joe Shearman and Jack Light, has launched an AI-native employee management platform built for clinics and health systems. The platform automates staff scheduling, licensing and credential tracking, patient volume forecasting, onboarding, payroll, and performance monitoring-tasks that can eat hundreds of hours each month.
Alongside the launch, Planbase secured $2.1 million in funding led by accelerator Y Combinator and venture investor LocalGlobe, with participation from notable angel backers. The company plans to expand into medium-to-large clinic markets across the U.S. and grow its engineering team.
Why this matters for clinic leaders
- Reduce admin load at scale: scheduling, compliance, credentialing, and pay workflows handled in one system.
- Lower risk: automated checks for expiring licenses and cross-state verification minimize costly errors.
- Better staffing decisions: patient demand forecasts align coverage with volume across in-person and virtual channels.
What's inside the platform
- Interactive Interface: Ask questions in plain language and get instant, data-backed answers or auto-generated dashboards-no spreadsheet wrangling.
- Predictive Analytics: Forecasts patient visit volumes and staffing requirements to improve coverage and overtime control.
- Agentic Workflows: AI agents handle repetitive, compliance-heavy tasks like license verification, credential expiration alerts, and building compliant staffing plans.
What the team is saying
"We're thrilled to officially launch our solution and receive backing from a set of investors who are experts in AI and healthcare and who will be a great resource as we scale our solution to more clinics," said Co-Founder Joe Shearman.
He added, "Today, our clinics are overwhelmed with all the complex tasks required with workforce management, especially in hybrid and telehealth models where doctors interact with patients across in-person, phone, text, and video channels. This set of tasks around scheduling and pay, as well as patient volume predictions, is ideal for AI to automate so doctors and nurses can spend more time on patient care, and clinics reduce risks of costly human errors."
Early traction
Planbase reports multiple healthcare customers already on the platform, managing thousands of providers and serving over 30 million patients. The focus now shifts to broader adoption across larger clinic groups.
Manager checklist before adopting
- Confirm integrations with your EHR, timekeeping, payroll, and credentialing systems.
- Review audit trails, role-based permissions, and license verification sources and frequencies.
- Define KPIs: scheduling accuracy, overtime percentage, time-to-fill shifts, credentialing error rate, and staff satisfaction.
- Start with a pilot (one region or service line), then compare pre/post admin hours and error rates before scaling.
Funding and use of proceeds
- Investors include Y Combinator and LocalGlobe.
- Funds will support U.S. expansion into medium-to-large clinics and additional engineering hires.
Level up team capability
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