More efficient budget, forecast & planning  

The platform for driver-based forecasting   

Work driver-based – with Planacy you increase engagement and accountability over the business financial goals and forecasts.  

Powerful functionality for driver-based forecasting  

Driver-based budgeting, forecasting and planning are necessary in order to create a process that leads to an increased understanding within the business. With a higher degree of transparency over what drives incomes and costs, you’re not only improving the quality of the financial plans, but also the accountability over financial targets and forecasts. In Planacy, you streamline a driver-based financial planning process down to the P&L and balance sheet at an account level, with powerful and intelligent features for a more efficient work. 

Customisable budget process  

In Planacy, you create your financial model with different driver-based processes, for example, sales, staff, marketing, central costs, and CAPEX. You automate input of reference data and forecasting predictions and can put more time into the details, get an as accurate and qualitative forecast as possible and use it as a more well-functioning strategic tool.

Read more about processes and modules in Planacy



Configurable workflow  

Delegate your financial planning to the level where the insights are the greatest. Let the users plan in an intuitive interface at the same time as you get control over the process and of who did what and when.  

Five tips!

Get started with driver-based income forecasting  


  • Identify a few drivers  
  • Get the organisation involved  
  • Make sure there’s a transparent flow between the drivers  
  • Avoid manual work and automate the process 
  • Expand the data-driven planning  

Read the article 

Start working driver-based today!  

Get in touch with us today or take a look at our Knowledge Hub for inspiring articles and webinars about how to make your processes more efficient and, at the same time, increase the frequency and value of the financial planning work.   

Book a meeting Knowledge Hub