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.
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
