Financial Planning

Increased Control & Quality

  • Decentralize
  • Reduce administration
  • Integrate with BI

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Financial Planning

By doing your financial planning in Planacy you’ll reduce administrative work, get a more decentralized process and full control over workflow, versions, consolidation and user access. You don’t have to worry about Excel documents crashing and numbers being incorrect. You’ll get more time for strategic activities and supporting your businesses planning process.


Using revenue/cost drivers and powerful workflow you can decentralize your budgeting and forecasting processes. You can create your budget using well-known dimensions and concepts, in templates that are fully adapted to your particular business giving you a higher quality of input and increased ownership.

Integrate with Excel, your BI or ERP

With a seamlessly integrated platform for data model as well as analysis and follow-up you’ll not only reduce implementation time, maintenance and management – you'll get a cohesive and simple solution with state of the art features.

Read more about Planacy's integrations

"Planacy increases the quality of our work"

With Planacy we can now focus on analyzing and questioning input and outcome instead of consolidating data in Excel through the traditional "Copy/Paste" method.

Tobias Alvers, Business Controller at Haglöfs

More customer stories

Simplify your financial planning!

Streamline and take control of your processes with Planacy – get more time for analysis and strategic development of your business.

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