Planacy Knowledge Hub

The answer naturally depends on your specific situation, but in general, we recommend making the switch when you find yourself in one or more of the following scenarios:

• Your external data is spread across multiple source systems
• Many people are involved in the planning process
• Complexity is increasing
• You have high growth ambitions
• You lack time for proper analysis
• You want to improve understanding and accountrability and/or you want to work more frequently and data-driven

Read more about how you know when it's time to leave Excel here

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 smooth and efficient onboarding experience.

Thanks to our deep expertise in business controlling and financial planning – combined with powerful modules and Planacy’s unique flexibility – you can be up and running in just a few weeks.

The exact implementation time depends on several factors, such as your team’s availability, business logic, integrations, and the scope of your solution.

Read more about our onboarding NO LINK

Yes! While you don’t need a BI tool to use Planacy, the platform can seamlessly integrate with the market’s leading business intelligence systems – including Qlik, Microsoft Power BI, and Tableau.

Learn more about our integrations

Yes! Planacy’s Connector Platform offers both ready-made connectors for business and financial reporting systems, as well as the ability to build custom integrations tailored to your needs. You can also integrate Planacy with Excel or Google Sheets.

Read more about our connectors

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

To get the most value from your investment, you also need knowledge and confidence in using the platform. That’s why all our customers get access to the on-demand Planacy Training Platform, offering a wide range of courses for both administrators and end-users.

Learn more about our Training Platform NO LINK