Financial Planning Software

The platform for data-driven financial planning  

A data-driven financial planning software enables you to systemise, automate and optimise your processes. Work more proactively and continuously and add more value to your financial forecasts with Planacy.

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Powerful financial planning software 

Reduce your headache with increased automation and higher quality  

Planacy simplifies data-driven work with budgetingforecasting and planning. Optimise your financial planning with powerful and customisable modules and intelligent features for driver-based forecasting. With Planacy's financial planning software, you can reduce manual and repetitive work while increasing engagement and accountability within the organisation

 

We simplify your budgeting, forecasting and planning

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Budgeting

Simplify and automate your budget processIn Planacyit’s easto work with multiple scenarios and maintain control of the process.

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Forecasting

With just a few clicks, you can start new forecast process with automatically imported data and automated forecast suggestions based on historical data.

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Financial Planning

Planacy streamlines user-friendly solutions that enables more frequent work with financial planning no matter which processes are most critical for your business.

Frequently asked questions

When considering implementing a new system for financial planning, you likely have many questions. In this section, we have therefore gathered som of our most commonly asked questions.

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

 

The answer varies depending on your specific circumstances, but generally, we usually respond that it's time to leave when you encounter any 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, and/or 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

 

 

How long does it take to get started?

 

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

 

 

Can Planacy be integrated with a business intelligence system?

 

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

 

 

Can Planacy be integrated with an ERP?

 

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

 

 

Which type of support and training is offered during and after our implementation?

 

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

 

 

Why should you invest in a data-driven financial planning software? 

If you’re not convinced yet, you'll find many inspiring articles and webinars on our knowledge hub. There, you can learn how and why Planacy's financial planning software makes financial planning more efficient. You can also book a personal meeting with one of our experts to discuss your planning process.

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