Financial Planning Software

Plan Smarter With Planacy

Planacy’s financial planning software makes planning easier, faster, and more efficient – all in a powerful and user-friendly platform.

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Budget

Simplify and automate your budgeting process. With Planacy, you can easily work with multiple scenarios and gain greater control over the entire workflow.

Forecast

With just a few clicks, you can launch a new forecasting process with automatically retrieved actuals and forecast suggestions based on historical data.

Financial Planning

No matter your needs, Planacy can streamline a user-friendly solution that supports more frequent, data-driven financial planning.

Reporting & Analysis

Visualise your most important KPIs and actuals, analyse trends and deviations, and compare results against budget and forecast.

A powerful financial planning software

From chaos to control – streamline your planning

Planacy’s financial planning software simplifies data-driven budgeting, forecasting, financial planning, analysis and reporting. Optimise your workflow with powerful, customisable modules and intelligent driver-based forecasting. Minimise manual tasks and increase engagement and accountability throughout the organisation.

Driver-based forecast

Gain deeper insights into what drives your results – and boost engagement across the organisation.

Driver-based forecast

Reporting & Analysis

Clear dashboards and flexible reports make it easy to visualise and analyse your key KPIs and actuals.

Reporting & Analysis

Cash Flow Forecast

Full control of your income statement, balance sheet, and cash flow with driver-based models and automated calculations.

Cash flow forecast

Planacy AI

Get help analysing your budget, identifying variances and trends, and pinpointing which areas of the forecast need further review.

Planacy AI

Scenario Planning

Create scenarios with a single click – for smarter, data-driven decisions.

Scenario planning

Rolling Forecast

Continuously update forecasts – regardless of time horizon or planning cycle.

Rolling forecast

Data-driven Budgeting

Make better decisions with a structured, automated, and data-driven budgeting process – all within Planacy.

Data-driven budgeting

Integrations

Easily connect Planacy to your data sources – for a seamless and automated planning process.

Integrations

Experience Planacy

Feel just how smooth modern financial planning can be

Explore Planacy in our interactive demo! Try it out for yourself and discover how intuitive and powerful our system really is. We have a limited number of examples, so book a demo for the full Planacy experience.

Customer Stories

Customised solutions for over 200 businesses from different industries

– The time saved and the reliability of our forecasts alone make Planacy worth every penny.

Karin Jacobsen

Head of Supply & Operations

“Planacy has simplified and streamlined all our processes, making it possible for us to work more driver-based. The greatest benefit we see with Planacy is without a doubt that our entire budgeting process is now much more secure and efficient.”

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– We’re very satisfied with Planacy – it makes the budgeting process so much easier.

Manfred Bäckström

Business Controller

“With Planacy, we have greater opportunities to spend time on analysis thanks to a more reliable structure for our budgeting data. We can explore and work with the data more easily than before, with the confidence that what we see is also the truth. We also have the ability to easily create and adjust alternative scenarios.”

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– We gain both control and the ability to be proactive in the decision-making process.

Magnus Ekström

CFO

“From having everything in Excel to now using a planning tool where actuals and forecasts are integrated, we’ve gained both control and the ability to be proactive in decision-making. What’s more, the solution isn’t only built from management’s perspective – our operational organisation has had significant influence on the interface and content, which has been very successful.”

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– The greatest value of Planacy is the confidence it gives us in the numbers.

Camilla Molin

Head of Business Control

“Planacy has also been one of the few providers that actually delivered on their promises – completing the project on time and keeping costs within the agreed estimate.”

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– Planacy has simplified our forward-looking work.

Craig Erdrich

Group Business Controller

“We previously had a person-dependent, Excel-based budgeting process where much time was spent on administrating and updating templates. Now, we manage the financial budget in Planacy, which includes a sales budget broken down by concept, channel, market, and cost centre.”

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FAQ

Common questions about Planacy

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.

Why Planacy?

Simply put, because it simplifies and streamlines your financial planning with automation, accuracy, and flexibility – saving you time while increasing control and insight.

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