Sherpany

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What Sherpany is

Sherpany is meeting-management software for boards, executive teams, committees, and organisations with complex governance needs. It covers the full meeting lifecycle: agenda preparation, meetings, minutes, decisions, and follow-up actions. Users can create agendas from customisable templates, set goals and timings, and collect materials. Documents are centralised and available online or offline. Digital circular resolutions let participants vote without gathering physically, while designated signers can electronically sign approved minutes. Integrations include Microsoft Teams, Microsoft 365, Outlook, and Office, alongside audio and video calls and calendar invitations. Sherpany offers SaaS or hybrid-cloud deployment; hybrid setups support on-premise storage, disaster recovery, and backups. The maker lists AES 256 and SSL-TLS 256 encryption, Swiss-based geo-redundant data centres, ISO/IEC 27001, ISAE 3000 Type II, FINMA 18/3, GDPR compliance, and guaranteed availability of 99.9%. Pricing is available on request, and a free trial is offered without a free plan.

Who it suits

Sherpany suits boards, executive teams, committees, and larger organisations managing formal governance processes. Its hybrid option fits organisations requiring on-premise data storage.

What it does well

Covers preparation, meetings, and follow-up
Centralises documents with offline access
Supports electronic minutes signatures
Offers SaaS or hybrid-cloud deployment
Includes a free trial

What to know first

No free plan is available
Pricing requires contacting sales
Participant limit is 20 participants

Limits

Sherpany has no free plan. The Board plan is for up to 20 users in one room, while the listed participant limit is 20; individual onboarding and tailored training are optional paid services.

Plans

Plan	Billed and limits	Price
Executive	20+ users · up to 5 rooms · meeting preparation, conduct, and follow-up · task tracking	On request
Board	Up to 20 users in one room · digital meeting process · secure document vault · real-time voting	On request
Enterprise	100+ users · unlimited rooms · integrations · enterprise-grade encryption	On request

As sherpany.com lists them, read 3 Oct 2026. The maker's own page has the final word.

Getting started

Open the Sherpany website
Choose a platform: web, Windows, Android, or iOS
Contact sales for plan and pricing details
Request or start the available free trial
Select SaaS or hybrid-cloud deployment
Use included self-service onboarding and the initial kick-off session

Verdict

Sherpany brings agendas, documents, decisions, voting, minutes, and actions into one governance-focused platform. Its deployment choices and listed security credentials may suit organisations with formal meeting requirements, while pricing must be requested.

Questions

Does Sherpany have a free plan?

No. Sherpany offers a free trial, while its pricing model is paid and pricing is provided on request.

Which platforms does Sherpany support?

Sherpany is available on Android, iOS, web, and Windows.

What deployment choices are available?

Customers can use SaaS or hybrid-cloud deployment. Hybrid deployment supports on-premise data storage, disaster recovery, and backups.

Which integrations does Sherpany list?

Sherpany names Microsoft Teams, Microsoft 365, Outlook, and Office integrations, plus audio and video calls and calendar invitations.

Facts from Sherpany's own pages

Agendas: Users can create agendas from customisable templates, set goals and timings, and collect meeting materials. · sherpany.com, 3 Oct 2026
Availability: Sherpany states guaranteed availability of 99.9%. · sherpany.com, 3 Oct 2026
Certifications and compliance: The maker lists ISO/IEC 27001, ISAE 3000 Type II, and FINMA 18/3, and states GDPR compliance and that it is unaffected by the US Cloud Act. · sherpany.com, 3 Oct 2026
Deployment: Sherpany offers SaaS or hybrid cloud, with the hybrid option supporting on-premise data storage, disaster recovery, and backups. · sherpany.com, 3 Oct 2026
Document access: Meeting documents are centralised and available online and offline. · sherpany.com, 3 Oct 2026
Founded: 2011 · sherpany.com, 28 Sept 2026
Headquarters: Zurich, Switzerland · sherpany.com, 28 Sept 2026
Integrations: Sherpany names Microsoft Teams, Microsoft 365, Outlook, and Office among its integrations, and says it supports audio and video calls and calendar invitations. · sherpany.com, 3 Oct 2026
Intended customers: Sherpany describes its plans for boards, executive teams, committees, and larger organisations with complex governance structures. · sherpany.com, 3 Oct 2026
Meeting lifecycle: The platform supports preparation, meetings, and follow-up, including agenda creation, minutes, decisions, and action tracking. · sherpany.com, 3 Oct 2026
Minutes and signatures: Sherpany provides agenda-based minutes and lets designated signers sign approved minutes electronically. · sherpany.com, 3 Oct 2026
Onboarding and support: The pricing page says self-service onboarding is included, an initial kick-off session is included, and individual onboarding or tailored training are optional paid services. · sherpany.com, 3 Oct 2026
Pricing: Pricing depends on the plan, users, rooms, features, and security needs; the maker directs prospective customers to contact sales. · sherpany.com, 3 Oct 2026
Purpose: Sherpany is meeting management software for boards and executive teams that centralises agendas, documents, decisions, and actions. · sherpany.com, 3 Oct 2026
Security: Sherpany states that it uses AES 256 and SSL-TLS 256 encryption and runs on independent Swiss-based geo-redundant data centres. · sherpany.com, 3 Oct 2026
Voting: Digital circular resolutions let participants vote without gathering physically, and the page says these votes are compliant. · sherpany.com, 3 Oct 2026