SaaS and Tech Companies

Data-driven planning for a data-driven industry

With Planacy, SaaS and tech companies get a driver-based and scalable platform that automates and optimises financial planning.

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Financial Planning with Precision

Planacy for SaaS and Tech companies

SaaS and tech companies are driven by subscription revenue, user data, and transactions. With Planacy, you can build your financial model around the parameters most critical to your business. Create detailed revenue forecasts for Annual Contract Value (ACV) and Monthly Recurring Revenue (MRR), analyse the impact of churn and expansion (Net Revenue Retention), and optimise growth and profitability for Customer Acquisition Cost (CAC) and Life Time Value (LTV). Planacy makes it easy to see the connections between these factors and understand how small changes can have a major impact on the future of your company.

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Automated scenario planning

The tech world changes fast. Sudden market shifts, evolving customer behaviours, and new growth opportunities require always having an up-to-date forecast. With Planacy, you can:

Create scenarios and evaluate the impact of different growth strategies
Automate forecasts and reduce time spent on manual work
Analyse the effects of price increases, customer growth, and churn
Simulate future outcomes and make faster, more informed decisions

From Excel chaos to scalable planning

Many SaaS and tech companies start their financial planning in Excel – but growing businesses need a more robust and automated solution. With Planacy, you eliminate:

Manual data consolidation that’s time-consuming and unreliable
Broken formulas and outdated spreadsheets that create uncertainty
Long lead times for creating scenario plans during rapid market changes

Instead, you get a modern platform that delivers real-time data, automated processes, and scalable financial planning.

Financial planning for all industries

Why SaaS and tech companies choose Planacy

Driver-based planning: Tailored to SaaS-specific KPIs
Automated forecasts: Faster, more accurate financial models
Flexibility & scalability: Adapt models to your company’s growth stage
Fast insights & scenario planning: Make informed decisions
Seamless integration with existing systems: BI, ERP, and Excel

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Customer Stories

Financial planning for SaaS and tech companies

Planacy reduces the manual workload of financial planning for over 200 customers – many of them within the SaaS and tech sectors.

– With Planacy, we can make both faster and better decisions as it’s easier to demonstrate the outcomes of alternative scenarios.

Manfred Bäckström

Controller

“We’re extremely satisfied with Planacy – it makes the budgeting process so much easier, which was exactly our goal when moving from Excel to Planacy.”

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– Excel worked well for a long time, but as we grew, it quickly became inefficient.“As the person responsible for the group, I couldn’t effectively monitor the process in time when people were working in local files. With Planacy, we get an entirely different level of traceability, a faster process, and the ability to work with version control.”

Patrik Brodin

Director of Strategy & Business Control

“As the person responsible for the group, I couldn’t effectively monitor the process in time when people were working in local files. With Planacy, we get an entirely different level of traceability, a faster process, and the ability to work with version control.”

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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 creates the foundation for growth.

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