Planacy Knowledge Hub

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Welcome to Planacy’s Knowledge Hub – your go-to destination for insights, inspiration, and resources.

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Knowledge Hub

Here you’ll find everything from articles and guides to webinars, product sheets, and training via the Planacy Training Platform – everything you need to elevate your financial planning.

News & Articles

Stay up to date with the latest in data-driven financial planning. Read our articles, explore the latest news from Planacy and our customers – and sign up for upcoming webinars.

News & Articles

Webinars

Explore our webinars covering everything from data-driven financial planning and driver-based forecasting to integrations and best-practice processes.

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Product Sheets & Guides

Download product sheets and guides on Planacy’s platform and modern financial planning – perfect for a quick overview or deeper insight.

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Training Platform

Train both users and administrators with flexible courses – anytime, anywhere. With Planacy’s Training Platform, you get continuous skills development at your own pace.

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Report

The State of Corporate Financial Planning 2026

The State of Corporate Financial Planning is an annual report presenting the latest trends in financial planning and analysis.

How companies succeed – and fail – with financial planning
Key trends shaping the future of financial planning and analysis
Practical tips to improve and maximise the value of your FP&A efforts

Download

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Planacy Demos

Explore Planacy on Vimeo! Watch short demos that show how the platform simplifies everything from P&L and CAPEX to personnel budgeting – with both high-level overviews and in-depth process walkthroughs.

Planacy on Vimeo

FAQ

Frequently Asked Questions

When considering a new budgeting and forecasting tool, it’s only natural to have questions. In this section, we answer the most common ones – from how to know it’s time to upgrade your current solution, to how Planacy works and what the implementation process looks like.

Can Planacy replace Excel?

Yes. Planacy is designed to replace manual and fragmented planning processes with a more structured, automated, and driver-based way of working.

How do you know when it’s time to move on from Excel?

The answer naturally varies depending on your specific circumstances, but generally, we say that when you find yourself in one or more of the following scenarios, it is usually time to move on:

you have your external data in many different pre-systems
many people are involved
complexity begins to increase
you have high growth ambitions
you have too little time for analysis
you want to increase understanding and accountability, and/or you want to start working more frequently and data-driven

Is Planacy just a budgeting and forecasting tool?

No. Planacy supports financial planning and analysis across budgeting, forecasting, driver-based planning, scenario planning, balance sheet and cash flow forecasting, reporting, dashboards, KPI tracking and analysis.

What types of industries is Planacy suitable for?

Planacy is suitable for all types of organisations and industries, whether you work in consultancy, construction and real estate, SaaS and technology, retail and e-commerce, the public sector, or an entirely different sector.

Planacy is a flexible and configurable FP&A platform that can be tailored to different industries, operating models, and planning processes.

The platform is used by medium and large companies and organisations across a wide range of sectors, and can be configured around the drivers, dimensions, structures, and processes relevant to your organisation.

With customizable best-practice modules, you can, for example, set up different models for workforce planning, sales, costs, investments, projects, P&L, balance sheet, and cash flow. This enables Planacy to support both standardised and more complex, sector-specific needs – without you having to build the entire solution from scratch.

Is Planacy suitable for municipalities and other public organisations?

Yes. Planacy is suitable for both companies and public sector organisations and can handle complex organisational structures, decentralised planning, personnel budgeting, and operational-specific drivers.

For municipalities and other public organisations looking to move on from older budget and forecasting support, Planacy can thus be a modern and flexible alternative.

Is Planacy suitable for large and complex organisations?

Yes. Planacy is designed for medium-sized and large organisations with both extensive and complex planning processes. The platform is modular and customisable, and can support budgeting, forecasting, driver-based planning, scenario planning, cash flow forecasting, reporting and analysis.

How do I know if Planacy is right for us?

Do you work at a medium-sized or large organisation in Europe, with many people involved in financial planning and analysis? Do you want to simplify and streamline your financial planning and analysis, reduce administration, work more frequently and in a more data-driven way, and increase engagement and accountability across the organisation?

Then Planacy is the right solution for you.

Why should I choose Planacy as my provider?

Trust

More than 200 satisfied customers across the Nordics and Europe use Planacy.

Unbeatable time-to-value

Thanks to our unique architecture and expertise, we can deliver a tailored solution quickly and efficiently.

Long-term partnership

Your needs will evolve over time, which is why we’re always there with specialist support to help you develop, optimise and future-proof your financial planning and analysis.

Knowledge & experience

With deep FP&A expertise and tailored training, both in person and on demand, we ensure your organisation gets the right support to work efficiently and in a more data-driven way.

How long does it take to get started with Planacy?

A common fear when investing in a new tool is that the process will be costly, complicated, and time-consuming. With Planacy, you can expect a secure and fast onboarding. Our expertise in business controlling and financial planning, combined with Planacy's powerful modules and unique customisability, means you can get started in just a few weeks. How long your particular solution takes to implement depends on several factors: your availability, your business logic, integrations, and the scope of your solution.

What type of support and training is provided during and after implementation?

We see our onboarding as the beginning of an ongoing collaboration. Since your needs are likely to change over time, our specialists will be there to help you develop and optimise your financial planning. But to get the most out of your investment, knowledge and confidence from your side are also required. Therefore, we offer all our customers access to our on-demand Training Platform with a wide range of courses for administrators and end users.

Can Planacy be integrated with a business intelligence system?

Yes. Even though reporting and analysis is already integrated into the platform and the entire financial planning process, you can of course integrate Planacy with the market's leading business intelligence systems, such as Qlik, Microsoft Power BI, and Tableau.

Can you integrate Planacy with an ERP system?

Yes. Planacy’s Connector Platform offers both ready-made connectors to ERP and financial reporting systems, as well as the option to build custom connectors tailored to your specific needs.

Can Planacy be integrated with Excel and Google Sheets?

Yes. With our add-ins, you can quickly retrieve data from Planacy into both Excel and Google Sheets. Create forecasts in Planacy, then use Microsoft Office or Google Workspace for reporting and ad hoc analysis.

What can Planacy AI help us with in practice?

Planacy AI can help you analyse budgets and actuals, identify variances and trends, and highlight which areas of the forecast may need further review. The AI support can also simplify reporting, financial commentary and questions about your data.

How does Planacy AI differ from general-purpose AI assistants?

Planacy AI is built specifically for financial planning and analysis and works within the same platform as your budgets, forecasts, reports and planning models. This means the AI support can take into account factors such as driver-based logic, company structures, centrally managed definitions and existing permissions. You get more relevant answers for your FP&A work, while the underlying data and results remain transparent and traceable.

Who is Planacy AI designed for?

Planacy AI is designed for FP&A teams, controllers, CFOs and other roles working with financial planning, analysis and follow-up. The AI support also makes financial insights and support more accessible to managers, budget owners and other users across the organisation. This simplifies collaboration and reduces the need for the FP&A team to answer every question themselves or prepare every piece of supporting information manually.

Is my data used to train AI models?

No. Your financial data is not used to train Planacy AI or third-party language models. The data is kept separate and protected, and is handled in accordance with applicable security and data protection requirements, so you can work with confidence.

How quickly can we get started with Planacy AI?

Planacy AI is integrated directly into the FP&A platform and builds on the same data, structures and permissions already used in your planning processes. This reduces the time needed to get started and enables you to begin creating value across planning, analysis, reporting and follow-up without launching a separate AI project or building new processes from scratch.

Does Planacy have driver-based planning?

Yes. Driver-based financial planning is a core part of Planacy. The platform can be configured around the operational and financial drivers that are relevant to different parts of the organisation.

Can Planacy handle balance sheet and cash flow forecasting?

Yes. Planacy can be used for integrated P&L, balance sheet and cash flow planning, with automated calculations and connections between the different parts of the financial forecast.

Is it possible to work with HR and personnel budgeting in Planacy?

Yes. Planacy offers a ready-made module for HR and personnel budgeting that is easy to configure and customise to your specific needs.

Can you work with rolling forecasts in Planacy?

Yes. Planacy supports both traditional calendar year forecasts, dynamic forecast horizons, and fully rolling forecasts. The forecast horizon can be adjusted according to the organisation's working methods and needs.

Can you do scenario planning in Planacy?

Yes, you can easily work with scenario planning in Planacy. Create alternative scenarios in just a few clicks – without unnecessary administration. Adjust parameters such as inflation, exchange rates, salaries or sales assumptions and immediately see how they affect your P&L and cash flow.

Can I try Planacy?

Yes. We do not offer a trial period for the product itself, but you can try the system in our interactive demo. You can also check out our on-demand demos and webinars – but we recommend booking a personal demo tailored to your organisation.

How much does Planacy cost?

The price for Planacy depends on the size of your company/organisation, number of users, the scope of the project and which processes are to be implemented. Make a price request to get an accurate price indication for you.

Would you like to know more about Planacy?

The best way to understand the strengths and features of the platform is through a guided demo with one of our planning experts. Book your session today!

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