Financial Planning Software

The answer varies depending on your specific circumstances, but generally, we usually respond that it's time to leave when you encounter one or more of the following scenarios:

• you have your external data in many different systems
• many people are involved in the processes
• the complexity is increasing, you have high growth ambitions
• you have too little time for analysis
• you want to increase understanding and ownership
• you want to start working more frequently and data-driven with your financial planning

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

Do you work at a medium or large organisation with many people involved in the financial planning?

Do you want to streamline the financial planning, work more frequently, data-driven and increase engagement and accountability within the organisation?

Then Planacy is the right solution for you. 

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 safe and fast onboarding. Our expertise in business controlling and financial planning, combined with Planacy's powerful modules and unique adaptability, allows you to get started in just 5-8 weeks. However, how long it takes to implement your solution depends on several factors: your availability, business logic, integrations, and the size of your solution.

Read more about our onboarding here

Yes! While you don't need a BI system to use Planacy, you can integrate the platform with the market's leading BI systems, such as Qlik, Microsoft PowerBI, and Tableau.

Read more about our integrations here

Yes! Planacy's Connector Platform offers both ready made connectors to ERPs and financial reporting systems as well as the ability to create custom connectors tailored for your needs. Additionally, you can integrate Planacy with Excel or Google Sheets.

Read more and see examples of connectors here

We see our onboarding as the beginning of a partnership. Since your needs are likely to evolve over time, our specialists will be there to assist you in developing and optimising your financial planning. However, to get maximum benefit from your investment it's also important that you have the necessary knowledge to feel confident in the system. Therefore, we offer all our clients access to our on-demand Training Platform with a wide range of courses for administrators and end users.

Learn more about our Training Platform here

🌟 Trust
Over 200 satisfied customers across the Nordics and Europe use Planacy.

🛠️ Unbeatable time-to-value
Thanks to our unique architecture and expertise, we deliver a tailored solution quickly and smoothly.

🤝 Long-term partnership
Your needs evolve over time, and that’s why we’re always there with specialist support to help you develop, optimise, and future-proof your financial planning.

📚 Knowledge & expertise
With deep competence in FP&A and customised training – both in-person and on-demand – we ensure your entire organisation gets the right support to work effectively and data-driven.