FAQ

The answer will, of course, vary depending on your specific circumstances. But as a general rule, we usually say it may be time to move on from Excel when one or more of the following applies:

• your external data is spread across multiple source systems
• many people are involved in the process
• complexity is increasing
• you have ambitious growth plans
• you have too little time for analysis
• you want to improve understanding and accountability, and/or
• work more frequently and in a more data-driven way

Read more about how to know when it’s time to move on from Excel.

Do you work at a medium-sized or large organisation in Europe, with many people involved in financial planning? Do you want to simplify and streamline your financial planning and analysis, work more frequently and in a more data-driven way, and increase engagement and accountability across the organisation?

Then Planacy is the right solution for you.

Yes. While you don’t need a BI system to use Planacy (especially since reporting and analysis is embedded in the platform), the platform can be seamlessly integrated with leading BI solutions such as Qlik, Microsoft Power BI and Tableau.

Read more about our integrations to business intelligence

Yes. Planacy’s Connector Platform offers both ready-made connectors to ERP and financial reporting systems, as well as the option to build custom connectors tailored to your specific needs.

Read more and see examples of connectors

Yes. With our add-ins, you can quickly retrieve data from Planacy into both Excel and Google Sheets. Create forecasts in Planacy, then use Microsoft Office or Google Workspace for reporting and ad hoc analysis.

Yes. Planacy can be used for integrated planning of the P&L, balance sheet and cash flow, with automated calculations and connections between the different parts of the financial forecast.

Yes. Planacy makes it easier to work with rolling forecasts – whether you want to work more dynamically, more frequently, or on a fully monthly rolling basis. The platform is tailored to your processes and business logic, so you can use the forecasting method that works best for your organisation.

Yes, you can easily work with scenario planning in Planacy. Create alternative scenarios in just a few clicks – without unnecessary administration. Adjust parameters such as inflation, exchange rates, salaries or sales assumptions and immediately see how they affect your P&L and cash flow.

Yes. In Planacy, you can set up flexible reports and customisable dashboards that make it easy to visualise your most important KPIs and actuals. This gives FP&A teams and decision-makers better tools to analyse trends, identify variances, and compare performance against budget and forecast.

Planacy is suitable for all types of organisations and industries, whether you work in consulting, construction and real estate, SaaS and tech, retail and e-commerce, the public sector, or another industry altogether.

Planacy is a flexible and configurable FP&A platform that can be adapted to different industries, operating models and planning processes.

The platform is used by medium-sized and large companies and organisations across a wide range of industries, and can be configured around the drivers, dimensions, structures and processes that are relevant to your organisation.

With customisable best-practice modules, you can, for example, set up different models for workforce planning, sales, costs, investments, projects, P&L, balance sheet and cash flow. This enables Planacy to support both standardised and more complex, industry-specific needs – without requiring you to build the entire solution from scratch.

A common concern when investing in a new tool is that the process will be costly, complicated and time-consuming. With Planacy, you can expect a secure and smooth onboarding. Our expertise in business controlling and financial planning, combined with Planacy’s powerful modules and unique flexibility, enables you to get up and running quickly and smoothly.

The exact implementation time for your solution depends on several factors, including your availability, business logic, integrations and the scope of your setup.

We see onboarding as the beginning of an ongoing partnership. As your needs are likely to evolve over time, our specialists will be there to help you develop and optimise your financial planning and analysis.

To get the most from your investment, your team also needs the right knowledge and confidence. That’s why all our customers get access to our on-demand Training Platform, offering a wide range of courses for both administrators and end users.

🌟 Trust

More than 200 satisfied customers across the Nordics and Europe use Planacy.

🛠️ Unbeatable time-to-value

Thanks to our unique architecture and expertise, we can deliver a tailored solution quickly and efficiently.

🤝 Long-term partnership

Your needs will evolve over time, which is why we’re always there with specialist support to help you develop, optimise and future-proof your financial planning and analysis.

📚 Knowledge & experience

With deep FP&A expertise and tailored training, both in person and on demand, we ensure your organisation gets the right support to work efficiently and in a more data-driven way.

Also read 5 reasons to choose Planacy

Yes. We don’t offer a free trial of the product itself, but you can explore the platform through our interactive demo. You can also watch our on-demand demo and webinars.

For the best introduction to Planacy, however, we recommend booking a personalised demo tailored to your organisation and planning needs.

The price for Planacy depends on the size of your company/organisation, number of users, the scope of the project and which processes are to be implemented. Make a price request to get an accurate price indication for you.