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News
10 June, 2025

Planacy gears up with Monterro

Monterro, the Nordics’ leading B2B software investor, has acquired a majority stake in the Swedish company Planacy, a SaaS platform for data-driven financial planning, budgeting, forecasting, analysis, and follow-up. The partnership allows Planacy to accel...
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Customers
9 June, 2025

Sabis: Safer Processes – More Time for Analysis

Before choosing Planacy for their financial processes, Sabis handled budgeting and forecasting in Excel and used Power BI for analysis – a time-consuming process involving a lot of manual work. With Planacy, the work has become both safer and more efficien...
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financial planning 2025
Article
7 May, 2025

The Future of Financial Planning: What to Expect in 2025

Erik GidlundAI, Automation, Forecast Horizons and FP&A Systems In recent years, corporate finance functions have undergone major changes. Technology is advancing rapidly, the pressure to make faster decisions is increasing – yet many companies are still s...
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Landskrona stad-municipality-customer-planacy
Customers
23 April, 2025

Landskrona stad: From slow loading times to flexible flows

Image: Landskrona stadHow Planacy Improved the Municipality's Budgeting Process Before implementing Planacy, Landskrona Stad (Landskrona municipality) used the budgeting and forecasting module Planner, which is part of Unit4/UBW (formerly Agresso). It was...
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Partner mingle
News
2 April, 2025

Planacy Partners of the Year 2024

Yesterday was the time for the Planacy Partner Mingle 2025 – and also Planacy’s 10th anniversary! Our partners have been, and continue to be, a key factor in our success over the past 10 years, so we wanted to take the opportunity to give them some extra r...
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the-state-of-corporate-financial-planning-2025-planacy
News
25 March, 2025

The State of Corporate Financial Planning 2025

It’s finally here! This year’s edition of our report The State of Corporate Financial Planning is now live. The report maps out, analyses, and highlights trends in how Swedish companies and organisations work with financial planning and analysis (FP&A)...
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from-frustrated-controller-to-cpo.planacy
Article
18 February, 2025

“From frustrated controller to CPO”

Mikael EdhHow Planacy changed my work life (and can change yours) Ten years ago, I was in the same position as many others in FP&A. Constantly updating Excel models, hours of manual work, and budgeting and forecasting that felt more like firefighting than...
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Zero-based budgeting - ZBB
Article
5 November, 2024

The Ultimate Guide to Zero-Based Budgeting (ZBB) in 2024

Mikael EdhZero-based budgeting (ZBB), also known as zero cost budgeting, is a financial strategy where every department or function start from scratch each budgeting period. Instead of automatically increasing last year’s budget, every expense must be just...
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planacy-new-ceo-erik-gidlund-Jimmy-stenqvist-evegård-resigns
News
4 October, 2024

Planacy’s journey continues with a new CEO!

Planacy appoints their current Cheif Revenue Officer as the new CEO when Jimmy Stenqvist Evegård leaves the role on his own initiative after over 6 years. "I am leaving at a time when we, with a new captain at the helm, can continue the exciting journey...
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G2 fall 2024
News
25 September, 2024

Planacy named a G2 High Performer Fall 2024

We’re happy to announce that Planacy has recieved top placements in the G2 Fall Report 2024. This fall we earned 12 new badges, which is proof of Planacy's continuous efforts to enhance the platform, and that we deliver results that are highly appreciated ...
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Excelfails
Article
12 September, 2024

The Biggest Excel Mistakes in History

Mikael Edh16,000 lost COVID tests, MI5 misdirecting surveillance, and a 400 million dollar discount are just some of the biggest (known) Excel mistakes in history. We've all made mistakes in Excel, but hopefully not on the same scale as the examples below....
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News
10 June, 2025

Planacy gears up with Monterro

Monterro, the Nordics’ leading B2B software investor, has acquired a majority stake in the Swedish company Planacy, a SaaS platform for data-driven financial planning, budgeting, forecasting, analysis, and follow-up. The partnership allows Planacy to accel...
Read more
Partner mingle
News
2 April, 2025

Planacy Partners of the Year 2024

Yesterday was the time for the Planacy Partner Mingle 2025 – and also Planacy’s 10th anniversary! Our partners have been, and continue to be, a key factor in our success over the past 10 years, so we wanted to take the opportunity to give them some extra r...
Read more
the-state-of-corporate-financial-planning-2025-planacy
News
25 March, 2025

The State of Corporate Financial Planning 2025

It’s finally here! This year’s edition of our report The State of Corporate Financial Planning is now live. The report maps out, analyses, and highlights trends in how Swedish companies and organisations work with financial planning and analysis (FP&A)...
Read more
planacy-new-ceo-erik-gidlund-Jimmy-stenqvist-evegård-resigns
News
4 October, 2024

Planacy’s journey continues with a new CEO!

Planacy appoints their current Cheif Revenue Officer as the new CEO when Jimmy Stenqvist Evegård leaves the role on his own initiative after over 6 years. "I am leaving at a time when we, with a new captain at the helm, can continue the exciting journey...
Read more
G2 fall 2024
News
25 September, 2024

Planacy named a G2 High Performer Fall 2024

We’re happy to announce that Planacy has recieved top placements in the G2 Fall Report 2024. This fall we earned 12 new badges, which is proof of Planacy's continuous efforts to enhance the platform, and that we deliver results that are highly appreciated ...
Read more
Planacy partners 2023
News
12 April, 2024

Planacy Partners of the Year 2023

Yesterday it was time for Planacy partner mingle 2024. Planacy's partners are crucial to our success and they all play a key role in our achievement to take a leading position in the market within FP&A systems.  Just like last years partner mingle, the Pl...
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TSOCFP 2024
News
9 April, 2024

The State of Corporate Financial Planning 2024

Finally, the time has come! We are releasing this year's edition of the report "The State of Corporate Financial Planning" – a survey, analysis, and trendspotting of the financial planning (FP&A) work in Swedish companies. In the 2024 report, as many as 4...
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webinar Planacy
Event
News
5 March, 2024

Webinar: Simplify your financial planning

Did you miss the webinar? You can watch it on-demand hereAre you tired of drowning in a sea of spreadsheets during budget season? We understand you! Discover how a system for financial planning can not only simplify, but also empower your financial process...
Read more
Planacy Survey TSOCFP 2024
News
4 December, 2023

Answer our survey – get next year’s report on financial planning before everyone else!

Answer our survey (it's in Swedish)Are you a controller, CFO or do you have a similar role? Then we’d really appreciate your contribution to our annual report The State of Corporate Financial Planning.  At Planacy, we’re currently preparing next year’s ve...
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Planacy G2 high Performer
News
16 June, 2023

Planacy acknowledged as a G2 High Performer

G2 is the largest and most trusted software marketplace for software reviews. More than 80 million people annually use G2 to make smarter software decisions based on authentic peer reviews. This week G2 released their Summer Report 2023. Planacy did not on...
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planacy partner event
News
8 May, 2023

Planacy Partners of the Year 2022

Our Partners are incredibly valuable to us. They’re significant contributors to our success and the fact that we’ve become a market leader within our segment. Every year we arrange a partner event to acknowledge this and to celebrate our mutual success and...
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financial planning 2025
Article
7 May, 2025

The Future of Financial Planning: What to Expect in 2025

Erik GidlundAI, Automation, Forecast Horizons and FP&A Systems In recent years, corporate finance functions have undergone major changes. Technology is advancing rapidly, the pressure to make faster decisions is increasing – yet many companies are still s...
Read more
from-frustrated-controller-to-cpo.planacy
Article
18 February, 2025

“From frustrated controller to CPO”

Mikael EdhHow Planacy changed my work life (and can change yours) Ten years ago, I was in the same position as many others in FP&A. Constantly updating Excel models, hours of manual work, and budgeting and forecasting that felt more like firefighting than...
Read more
Zero-based budgeting - ZBB
Article
5 November, 2024

The Ultimate Guide to Zero-Based Budgeting (ZBB) in 2024

Mikael EdhZero-based budgeting (ZBB), also known as zero cost budgeting, is a financial strategy where every department or function start from scratch each budgeting period. Instead of automatically increasing last year’s budget, every expense must be just...
Read more
Excelfails
Article
12 September, 2024

The Biggest Excel Mistakes in History

Mikael Edh16,000 lost COVID tests, MI5 misdirecting surveillance, and a 400 million dollar discount are just some of the biggest (known) Excel mistakes in history. We've all made mistakes in Excel, but hopefully not on the same scale as the examples below....
Read more
Planacy vs excel
Article
22 August, 2024

Planacy vs Excel

Erik GidlundWhy Planacy beats Excel Planacy vs Excel – which solution is more suitable for financial planning and analysis? Excel has been the go-to tool for a long time. It's flexible, powerful, and widely known. However, when a company grows and their p...
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Don't forget the cash flow
Article
10 June, 2024

Don’t Forget About the Cash Flow

Mikael EdhEvery company forecasts their P&L to get an outlook of the future, but to get a proper foundation for strategic decision-making you also need to analyse the cash flow and understand the impact of various decisions. In order to do this efficiently...
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Trends within financial planning 2024
Article
15 May, 2024

Trends Within Financial Planning 2024

Erik GidlundHow do successful companies work with their financial planning in 2024? As financial forecasts have taken a central role in budgeting and forecasting in recent years, the demands on FP&A teams have increased significantly. Continue reading and ...
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10 Key Factors That Improves Your Financial Planning - 10 sleutelfactoren die uw financiële planning verbeteren
Article
19 March, 2024

10 Key Factors That Improves Your Financial Planning

Jimmy Stenqvist EvegårdDo you work with traditional budgeting at a growing company where the financial planning processes are becoming increasingly complex? Then you’ve probably noticed quite a few flaws in the processes. In this article, I have summarised...
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Forecasting expert
Article
31 January, 2024

Forecasting Expert: 5 Current Forecasting Trends

Jimmy Stenqvist EvegårdThe interest for working with rolling forecasts have increased significantly over the years, yet many companies still haven’t let go of their traditional budgeting. Letting go of the traditional budget in favour of rolling and more d...
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Excel te verlaten
Article
3 November, 2023

How do you know when it’s time to leave Excel?

Jimmy Stenqvist Evegård- Excel vs. Financial planning systemWe love Excel. It’s a powerful tool in many ways: flexible, powerful and relatively user friendly, if you have the necessary knowledge. Few planning tools can measure up to Excel’s strengths regar...
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Planacy-competition-alternatives
Article
20 September, 2023

Planacy vs the competing alternatives

Erik GidlundAlternative to Planacy? There are many companies offering various services and softwares within budgeting and forecasting today. For those of you who’ve just entered the jungle of systems hoping to find a solution for financial planning, it ca...
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Customers
9 June, 2025

Sabis: Safer Processes – More Time for Analysis

Before choosing Planacy for their financial processes, Sabis handled budgeting and forecasting in Excel and used Power BI for analysis – a time-consuming process involving a lot of manual work. With Planacy, the work has become both safer and more efficien...
Read more
Landskrona stad-municipality-customer-planacy
Customers
23 April, 2025

Landskrona stad: From slow loading times to flexible flows

Image: Landskrona stadHow Planacy Improved the Municipality's Budgeting Process Before implementing Planacy, Landskrona Stad (Landskrona municipality) used the budgeting and forecasting module Planner, which is part of Unit4/UBW (formerly Agresso). It was...
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Sandqvist CUSTOMER
Customers
19 January, 2024

Sandqvist: “Worth every penny”

Sandqvist is a Swedish company that, with a great focus on sustainability and environmentally friendly material, offer stylish bags with minimalistic design. Before Sandqvist implemented Planacy in 2020, they used Excel as their primary tool for financial ...
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RFSU Planacy
Customers
14 November, 2023

RFSU AB: ”Planacy transformed our whole budgeting process to pure joy”

RFSU AB is a manufacturing company that sells products for sex, cohabitation, body, and well-being. During the fall of 2021, RFSU AB hired a CDO to streamline the company’s work and internal processes. They chose Planacy to simplify and improve the financi...
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Panduro-choose-Planacy
Customers
5 September, 2022

Simplified Financial Budget and Forecasting for Panduro

To simplify and make their financial budget and forecasting process more efficient, Panduro implemented Planacy in 2021. Previously Panduro worked with their budget process in Excel and was challenged by a time-consuming process with a lot of manual data a...
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Elajo-makes-consolidation-more-effective
Customers
9 June, 2022

Elajo Makes Consolidation More Effective With Planacy

Elajo is one of Sweden's leading electricity, mechanics, and energy companies. They deliver everything from complete solutions to special assignments within energy efficiency. Elajo previously used Excel to manage their financial planning and was therefore...
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foodora-planacy-customer
Customers
17 March, 2022

foodora Makes Faster Decisions With Planacy

Emelie SvenssonJimmy Stenqvist EvegårdWith over 10 000 connected stores and restaurants and 5 000 employees, foodora is Sweden’s most popular Q Trading Platform for home deliveries. Their strong growth sets high demands on efficient and reliable processes ...
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Customers
9 November, 2021

Office Management: ”We wanted to digitize and take control of the budget process”

Office Management is a consulting service company that identifies and packages complete solutions and service commitments for their customers. They were founded in 1993 and today, they create the workplaces of the future for more than 8000 customers in Swe...
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Gina Tricot
Customers
7 September, 2021

Gina Tricot Searched for One Truth

Gina Tricot is a Swedish fashion chain who delivers clothes to over 30 countries. They have over 150 stores in Scandinavia, over 1500 employees, and with e-commerce throughout Europe, the company has a turnover of approximately 2 billion. It can be hard to...
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Customers
28 April, 2021

Large Insurance Company Gets a Consistent Planning Process With Planacy

Insurance companies financial planning processes are often time-consuming and complex. When a new system is implemented, a thorough review of the processes is therefore required to decide how these complex regulations should be handled, and to be able to s...
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probi-planacy
Customers
8 April, 2021

Data-driven and Integrated Budget and Forecast for Probi

Probi is a passionate, international company which develop, produce and deliver clinically proven probiotic. With a revenue of over 600 million SEK, close to 200 employees and a presence in 40 markets, Probi outgrew their Excel model and needed a system th...
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webinar Planacy
Event
News
5 March, 2024

Webinar: Simplify your financial planning

Did you miss the webinar? You can watch it on-demand hereAre you tired of drowning in a sea of spreadsheets during budget season? We understand you! Discover how a system for financial planning can not only simplify, but also empower your financial process...
Read more
Planacy webinar
Event
21 November, 2023

Webinar: Automatisera och effektivisera er finansiella planering

Watch webinarWatch webinar (In Swedish)Are you tired of drowning in a sea of spreadsheets during the budget season? We hear you. Discover how financial planning software can not only simplify but also supercharge your financial planning and forecasting pro...
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automated financial planning
Event
22-05-18

Webinar: The Benefits of Automated Financial Planning & Reporting

Watch webinarIn this joint webinar that we're hosting together with our strategic partner BrightAnalytics, we're going to talk about the benefits of automated planning and reporting. We'll give you an introduction to BrightAnalytics, Planacy and give short...
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partner-summit-2021
Event
News
13 April, 2022

Planacy Partner Summit 2021

We’re very happy and proud of our fine partner collaborations and when the covid 19 restrictions were removed we were finally able to host our annual partner event again! During the Planacy Partner Summit 2022 we look forward to the coming year, but also b...
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Event
News
18 November, 2020

Climber Becomes Planacy Partner – ”Perfect match”

Planacy has entered into partnership with the BI consulting company Climber – Europe’s largest Qlik partner and leading within cloud-based data analysis solutions. “Both we and Planacy are in an expansive phase and it’s the right time to start collaborati...
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sopra-nyhet-planacy
Event
News
3 March, 2020

Planacy Welcomes Sopra Steria

Planacy expands the partner network by entering into partnership with the international consultancy for digital transformation – Sopra Steria. With over 1 800 employees in Scandinavia, and 375 coworkers in Sweden, Sopra Steria has a unique combination of e...
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planacy-partnermingel-2020
Event
News
29 January, 2020

Planacy Celebrates 2019 With a Partner Event

Partner Awards 2019 For the second year in a row, we decided to hand out awards to the partners who have distinguished themselves a little extra during the year. Just like last year we handed out awards for Rookie Success of the Year, Customer Deal of the...
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Planacy-Priser-2018
Event
News
17 January, 2019

Planacy Partners of the Year 2019

Planacy is very proud to work with our incredible partners who contribute to our success. We’re very thankful for the amazing work they do. Every year we hand out awards to those who really stood out during the year, in the categories: Partner of the year,...
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