Planacy Product Sheets

Product Sheets & Guides on Financial Planning

On this page, you’ll find all of Planacy’s product sheets and guides. Download materials that give you a quick overview of the platform’s features, or dive deeper into specific areas of financial planning – perfect if you want to learn more and compare your options.

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Planacy Product Sheet

Here, we’ve gathered information about Planacy, the benefits of a dedicated planning platform, available integrations, and the processes we support.

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Modernise Your FP&A

A strategic guide to modern and future-proof financial planning – and how Planacy empowers it.

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The Ultimate FP&A Buyers Guide

A guide to how you can simplify the process of finding a long-term FP&A-tool for your business.
 
 

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Financial Planning

With the right system, CFO:s and controllers gain more time for analysis and the strategic development of the business.

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HR and Staff Budgeting

Salary management, currency handling, salary reviews, permission control, and confidentiality – here’s how we solve it all in Planacy!

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Investments & Depreciations

In addition to the typical issues with Excel, forecasting investments and depreciations brings even more challenges – challenges that can easily be avoided with the support of a dedicated system.

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Rolling Forecast

Traditional budgeting, rolling 12–18 months, or rolling with a dynamic time horizon – which is the best forecasting method, and what suits your business?

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When is it time to leave Excel?

We love Excel – but it’s not ideal for every aspect of financial planning. So how do you know when it’s time to upgrade your solution? Here are 7 tips!

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Intercompany Reconciliations

Intercompany reconciliations are often a major challenge for groups with multiple entities and a high volume of internal transactions. In our view, there are two ways to handle them.

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Cash flow forecasting doesn’t have to be difficult

Planacy offers a unique solution for automatically calculated and continuously updated balance sheets and cash flow forecasts.

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Report

The State of Corporate Financial Planning 2025

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
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Want to see more of Planacy in action?

Our product sheets and guides are just the beginning. Book a demo and discover how we can modernise your financial planning.