For Your Role

Data-driven budget and forecasting for your role 

With Planacy, you’ll increase engagement and accountability for the financial targets and forecasts. No matter your role, the platform will simplify your work and give you better control of the financial plans.

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Increase the quality of the financial plans

Reduce administrative work – and get rid of your headache  

By automating parts of your work and by working more data-driven, you’ll reduce manual work while increasing understanding and engagement in your organisation. With a better understanding of what drives revenue, costs and P&L, the quality of the financial planning process will increase, and it will also work better as a strategic instrument. In addition, you can increase the frequency of your work and ensure that you have a continuously updated financial forecast – thanks to automation and powerful features.

Planacy supports your budgeting and forecasting

no matter your role

CFO:s and Finance Managers  

Minimise the risks that comes with Excel – such as formulas not working, users that misunderstand, and inexplicable differences that occur at the last minute. Automate and get control of your data and while increasing the quality of your work. With Planacy, you can streamline the entire financial planning process, from driver-based revenue and cost processes, down to P&L, balance sheet and automated cash flow forecast.

FP&A & Business Controllers 

You deserve better. Reduce the time you spend on administrative tasks, such as preparations and consolidation, and get more time to focus on value-adding activities – activities that optimise the process and make it easier for the organisation to contribute with qualitative input. With Planacy, you’ll streamline your work which will give you more time to create and analyse different scenarios – so you can act proactively instead of reactively.

Product sheet: Financial planning in Planacy

Sales & Revenue Managers

Let us be honest. Budgeting and forecasting are not your favourite tasks. With Planacy’s easy and intuitive interface, you’ll largely eliminate manual tasks and get a better understanding of the entire process. By creating a process that is actually driver-based, you’ll work with concepts, dimensions and KPIs that contribute to higher engagement and accountability of the forecast. We dare say that you might even find these tasks fun.

Project Managers  

Project managers have a lot on their table, largely due to budgeting and forecasting. We understand that you don’t want to spend too much time on administrative tasks – you want to focus on creating project forecasts with high quality. Planacy enables you to automate your work and distribute your time in a better way, while increasing your control and understanding of the entire process.

Staff-, Region and Budget Managers

No matter what your role is in the budget- and forecasting process, you want to be able to contribute with qualitative input. By working driver-based in a modern interface – where you understand the entire process and what drives revenue, costs and results – you’ll become more engaged and committed to the process.

Start working data-driven with your budget- and forecasting process!

Planacy supports you, your role and your work with financial planning. Book a demo or learn more on our Knowledge hub.

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