Consulting Business

Plan with precision. Analyse with confidence.

We understand the unique challenges faced by consulting firms. With Planacy, you can work driver-based, optimise and automate your processes, and increase engagement across the organisation.

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Smarter Financial Planning

Planacy for consulting firms

Consulting businesses face unique challenges in financial planning. Hourly billing, utilisation rates, and project profitability demand constant precision and insight to ensure strong margins. With Planacy, you get a platform that not only simplifies the process but also gives you the control and visibility needed to make strategic decisions.

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Take control of key drivers

In consulting businesses, hours worked and billing rates are central revenue drivers, while personnel costs often make up a significant portion of expenses. Planacy enables you to build your planning around these drivers, creating a clear connection between input and outcome. With better control over each project and resource, you can optimise profitability and ensure every effort supports your business goals.

Automation that saves time and increases quality

Manual Excel processes are time-consuming and prone to errors – especially when multiple people are involved in contributing input. Planacy simplifies the work with automated forecasts and streamlined workflows that improve accuracy and free up time for more valuable tasks. With continuously updated data and dynamic models, your planning process becomes both more reliable and more efficient.

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Engage team leaders for better results

In the consulting industry, it can be a challenge to gather the qualitative input needed from team and project managers. With Planacy, it becomes easy for them to contribute to the planning process, while also gaining clearer insight into – and ownership of – their areas. This strengthens engagement and accountability across the organisation and creates better conditions for successful projects and well-informed decisions.

Flexible planning for a changing reality

The consulting industry is dynamic, with shifts in project scope, resources, and deadlines being part of everyday life. With Planacy, you can easily adjust your planning and create scenarios that help you navigate uncertainty. You’ll be able to quickly adapt to new conditions and ensure your business remains both agile and profitable.

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Financial planning for all industries

Why Planacy is a perfect fit for consulting businesses

Driver-based planning: Optimise profitability with precision
Efficient automation: Save time and eliminate manual errors
Increased engagement: Get better input from across the organisation
Adaptable solution: Flexibility for a fast-changing industry
Seamless integrations: Connect Planacy to your existing systems for smooth data management

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Customer stories

Financial planning for consulting firms

Planacy reduces manual work in financial planning for over 200 customers – including many different consulting businesses.

– One of the greatest values we see with Planacy is the confidence we have in the numbers.

Camilla Molin

Controller

“Planacy and Exsitec have also been two of the few providers who actually delivered on their promises – completing the project on time and keeping costs within the agreed estimate.”

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– We’re very impressed by the speed of execution and the quality of the consultants.

Luting Mao

Head of Group Control

“The implementation of Planacy for our sales planning was incredibly fast. We went from idea to go-live in just a few weeks. Our Planacy solution is now used by 400 users for sales planning at both team and individual levels.”

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Book a demo and experience the difference

Ready to revolutionise your financial planning? Book a demo today and see how Planacy can help you tackle tomorrow’s challenges – with a solution that saves time, reduces the risk of errors, and lays the foundation for growth.

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