Simplifying Data-driven Financial Planning & Analysis

Reduce manual work, improve forecast quality, and increase engagement. In Planacy, budget, forecast, reporting, and analysis are gathered in an intuitive FP&A platform – with AI support for faster analysis and better decisions.

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A planning platform that actually works

Smarter planning, reporting and analysis

With Planacy, you get an intuitive FP&A platform that simplifies budgeting, forecasting, reporting and analysis. Automate manual flows, work driver-based and create better conditions for accurate forecasts, faster analysis and higher engagement with smart AI support where it's most needed.

As a leading FP&A planning platform, we have already helped over 200 companies and organisations simplify their financial planning and analysis. With proven modules, high flexibility and smooth implementation, you get a platform that creates value quickly and can grow with your organisation.

Automated

Secure figures and more time for what matters. Planacy simplifies data collection, calculations, and follow-up so that you can focus more on analysis and decision-making.

Customisable

Planacy combines proven modules with high flexibility. You get a platform that supports your most important processes, drivers, and analysis needs without becoming unnecessarily cumbersome to use or manage.

AI-supported analysis

Move faster from numbers to insights. With smart AI support, you can analyse deviations, identify trends, and create better decision-making material.

Take control of your financial planning

In Planacy, complex processes become simple and automated workflows

What happens when budgeting, forecasting, analysis and reporting actually work? When everyone is involved, the numbers add up, and you're fully in control?

With Planacy, you avoid inefficiencies and Excel chaos, save time, and make better decisions. Flexible, data-driven and fast implementation. This is financial planning the way it should be.

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Deeper insights with driver-based forecasting

Working driver-based provides deeper insight into what drives results – and strengthens engagement and ownership throughout the organisation.

Driver-based forecasting

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Reporting and analysis for better decision-making

Financial planning, reporting and analysis are brought together in one platform, making it easier to follow up on actuals, analyse changes over time, and create better support for decision-making.

Reporting & analysis

Efficient analysis with AI support

With AI integrated into the platform, every response becomes reliable, reusable, and grounded in how your organisation operates. Get better support for analysis, monitoring, reporting, and forecasting.

Planacy AI

Continuously updated cash flow forecast

Gain full control of your results, balance sheet, and cash flow – with driver-based forecasting and automated calculations all the way down to account level.

Cash flow forecast

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Smarter decisions with scenario planning

Create new scenarios with a single click. Work top-down, bottom-up, or in a combination – to make smarter, more data-driven decisions.

Scenario planning

Calendar year, dynamic horizon, or fully rolling

Planacy enables a continuously updated financial forecast – whether you're forecasting 12 months ahead or several years into the future.

Rolling forecast

Unbeatable time-to-value

Get started quickly and smoothly

A future-proof platform that grows with you – fully implemented and customised to your business and processes, quickly and smoothly.

Onboarding

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Integrate with Planacy

Seamless integrations with Planacy

In addition to a well-developed API and a Connector Platform with both ready-made and bespoke connectors, Planacy integrates seamlessly with the market’s leading business intelligence platforms – for both data modelling and analysis. Of course, we also support data upload and analysis via Excel and Google Sheets thanks to our powerful add-ins.

All to give you full flexibility in how you use and consume your financial data.

Planacy integrations

Experience Planacy

Feel just how smooth modern financial planning can be

Explore Planacy in our interactive demo! Try it out for yourself and discover how intuitive and powerful our system really is. We have a limited number of examples, so book a demo for the full Planacy experience.

For Your Industry

Regardless of your industry, you get a powerful solution tailored to your specific processes and drivers – from public sector to tech, manufacturing, service companies and more.

For your industry

For your role

Whether you’re a business controller, CFO, project manager, sales or HR lead – Planacy supports your work in financial planning.

For your role

For your process

No matter the complexity or which process is most critical for your business, Planacy can be fully adapted to your unique needs.

For your process

Customer Stories

Customised solutions for over 200 businesses from different industries

– The time saved and the reliability of our forecasts alone make Planacy worth every penny.

Karin Jacobsen

Head of Supply & Operations

“Planacy has simplified and streamlined all our processes, making it possible for us to work more driver-based. The greatest benefit we see with Planacy is without a doubt that our entire budgeting process is now much more secure and efficient.”

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– We’re very satisfied with Planacy – it makes the budgeting process so much easier.

Manfred Bäckström

Business Controller

“With Planacy, we have greater opportunities to spend time on analysis thanks to a more reliable structure for our budgeting data. We can explore and work with the data more easily than before, with the confidence that what we see is also the truth. We also have the ability to easily create and adjust alternative scenarios.”

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– We gain both control and the ability to be proactive in the decision-making process.

Magnus Ekström

CFO

“From having everything in Excel to now using a planning tool where actuals and forecasts are integrated, we’ve gained both control and the ability to be proactive in decision-making. What’s more, the solution isn’t only built from management’s perspective – our operational organisation has had significant influence on the interface and content, which has been very successful.”

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– The greatest value of Planacy is the confidence it gives us in the numbers.

Camilla Molin

Head of Business Control

“Planacy has also been one of the few providers that actually delivered on their promises – completing the project on time and keeping costs within the agreed estimate.”

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– Planacy has simplified our forward-looking work.

Craig Erdrich

Group Business Controller

“We previously had a person-dependent, Excel-based budgeting process where much time was spent on administrating and updating templates. Now, we manage the financial budget in Planacy, which includes a sales budget broken down by concept, channel, market, and cost centre.”

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Ready to upgrade your financial planning?

Let us show you how Planacy can optimise and streamline a more data-driven and value-creating approach to financial planning.

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