Budgeting Software

Accurate and Proactive Decisions

With Planacy’s budgeting software for data-driven financial planning, you gain greater control and access to reliable, forward-looking insights for confident decision-making.

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Less Guesswork – more Facts

Dynamic and strategic budgeting

With data-driven budgeting, your process is guided by facts and insights from reliable data – rather than gut feeling, assumptions, or manual guesswork. With Planacy, you can leverage historical outcomes, business drivers, and real-time data to create more accurate, dynamic, and strategically aligned budgets.

Tailored to every process

Planacy’s budgeting system adapts to your needs – whether you're working with personnel budgets, sales forecasts, project planning, cash flow, or other parts of the process. With streamlined, driver-based workflows, you gain a comprehensive overview that boosts engagement across the organisation and provides deeper insight into the true drivers of revenue, costs, and results.

Greater accuracy
Insight-driven decisions
Smarter, faster workflows

Driver-based processes

Integrations for driver-based planning

Planacy integrates seamlessly with Excel, your BI tool, data warehouse, or ERP system – ensuring you always have access to validated reference data directly within the platform. This enables a fully automated flow for driver-based planning and eliminates manual tasks such as data collection, version control, Excel templates, and consolidation.

Verified, high-quality data
Less administration
More focus on analysis

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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Ready to take the next step?

Book a demo and discover how Planacy can help streamline your budgeting process through data-driven planning that delivers insight, engagement, and results.

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