Budget, forecast & planning
The platform for data-driven financial planning
Planacy systemise, automate and optimise your financial planning. The platform enables you to work more proactive with continuous and value-creating forecasts.
A powerful planning software
Reduce your headache with increased automation and a higher quality
Planacy simplifies data-driven work with budget, forecast and planning. Optimise your financial planning with powerful and customisable modules and intelligent functionality for driver-based forecasting. With Planacy, you can simultaneously reduce manual and repetitive work as engagement and accountability within the organisation increase.
Our Customers
Planacy is a leading platform for data-driven budget, forecast and planning. With a customer satisfaction of 96%, we streamline the financial planning processes of more than 150 SME-companies. Their size, business and industry vary, but they all have in common that they want to reduce the manual work, increase the degree of automation, and start working more driver-based.
Onboarding
Planacys powerful modules and unique ability to be customised, together with our experience in business controlling and financial planning - contribute to the fact that you, as customers, get the support you need and can get started in just 5-8 weeks. How long your implementation takes depends on different factors, for example, your availability, your business logic, what kind of integrations you have and the magnitude of your solution.
We look at our onboarding as the start of a long collaboration. Since your needs will probably change over time, we’ll be there for you as specialists to help you develop and optimise your financial planning.
Integrations
With a seamlessly integrated platform for both data and analysis and follow-up, you minimise the time put into everything from implementation, maintenance and administration. You get a comprehensive, integrated solution that makes data-driven work more straightforward with your financial management.
Planacy has a well-developed API, connectors, integrations to the leading Business Intelligence systems and flexible add-ins for Excel and Google Sheets.
Configurable workflow with high security
In Planacy, you decide who gets to see what and when every user should be able to see it. You get a higher level of security and can simultaneously work privately with your processes to make sensible assumptions.
On-Demand Training
To maximise the ROI of your investment, you need knowledge and safety. Therefore, we offer our customers access to our On-Demand Training Platform with a great supply of courses for administrators and end-users.