Planacy For Your Role

More efficient planning, no matter your role

Whether you are a CFO, controller, project manager, or budget owner, Planacy supports you in your work with budgeting, forecasting, and financial planning.

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Increase quality across the organisation

More efficient planning – regardless of role

By automating and working data-driven with your budget and forecast, you minimise manual tasks while increasing engagement and understanding of what drives revenues, costs, and results. In doing so, you improve the quality of your financial planning and gain a more effective strategic management tool.

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CFOs and Finance Executives

With Planacy, you avoid broken formulas, misunderstandings, and last-minute discrepancies. The platform automates and streamlines the entire financial planning process – from driver-based revenue and cost processes to the income statement, balance sheet, and cash flow forecast.

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Business controllers and FP&A Teams

If you work as a controller or in another FP&A role, you deserve better. Reduce administration and free up time for what truly creates value – optimising the process and engaging the organisation in budgeting and forecasting. With Planacy, it becomes easy to create and analyse scenarios, streamline your work, and act proactively instead of reactively.

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Sales and Revenue Manager

We know – budgeting and forecasting is rarely your favourite task. With Planacy, you can eliminate much of the manual work and gain a clearer overview in a simple, intuitive interface. By truly working driver-based with relevant KPIs, engagement and ownership of the forecast increase – and yes, the work might even become enjoyable!

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Project Managers

As a project manager, you already have a lot on your plate – and budgeting and forecasting is only one part of it. With Planacy, you minimise administration and can instead focus on creating high-quality project forecasts. You gain both greater control and a clearer understanding of the bigger picture.

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HR, P&L, and Budget Owners

No matter your role in budgeting and forecasting, you want to be able to contribute with quality. With Planacy, you work driver-based in a modern, intuitive interface that provides an understanding of the bigger picture and of what drives revenues, costs, and results – increasing both engagement and participation.

Experience Planacy

Feel just how smooth modern financial planning can be

Explore Planacy in our interactive demo! Try it out for yourself and discover how intuitive and powerful our system really is. We have a limited number of examples, so book a demo for the full Planacy experience.

Customer Stories

Customised solutions for over 200 companies from different industries

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– The time savings and the reliability of our forecasts alone make Planacy worth every penny.

Karin Jacobsen

Head of Supply & Operations

“Planacy has simplified and streamlined all our processes, making it possible for us to work more driver-based. The greatest benefit we see with Planacy is without a doubt that our entire budgeting process is now much more secure and efficient.”

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– We’re very satisfied with Planacy – it makes the budgeting process so much easier.

Manfred Bäckström

Business Controller

“With Planacy, we have greater opportunities to spend time on analysis thanks to a more reliable structure for our budgeting data. We can explore and work with the data more easily than before, with the confidence that what we see is also the truth. We also have the ability to easily create and adjust alternative scenarios.”

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– We gain both control and the ability to be proactive in the decision-making process.

Magnus Ekström

CFO

“From having everything in Excel to now using a planning tool where actuals and forecasts are integrated, we’ve gained both control and the ability to be proactive in decision-making. What’s more, the solution isn’t only built from management’s perspective – our operational organisation has had significant influence on the interface and content, which has been very successful.”

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– The greatest value of Planacy is the confidence it gives us in the numbers.

Camilla Molin

Head of Business Control

“Planacy has also been one of the few providers that actually delivered on their promises – completing the project on time and keeping costs within the agreed estimate.”

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– Planacy has simplified our forward-looking work.

Craig Erdrich

Group Business Controller

“We previously had a person-dependent, Excel-based budgeting process where much time was spent on administrating and updating templates. Now, we manage the financial budget in Planacy, which includes a sales budget broken down by concept, channel, market, and cost centre.”

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Better financial planning for your role

Planacy supports you in your role and in your work with financial planning. Book a demo or try Planacy in our interactive demo.