Planacy Integrations

Seamless integrations for data and analysis

Seamlessly integrate Planacy with Excel, your ERP system, or the market’s leading business intelligence platforms – and start working data-driven to maximise the value of your investment with unbeatable ROI.

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Seamless Integrations

Efficient data management through flexible Planacy integrations

In addition to a well-developed API and a Connector Platform with both standard and custom-built connectors, Planacy offers seamless integrations with the market’s leading business intelligence platforms – as well as Excel and Google Sheets.

Connector Platform

Connect and integrate Planacy with your source systems and data warehouses to create a seamless end-to-end solution with automatically updated structures and actuals.

The Planacy Connector Platform offers both ready-to-use connectors for financial and business systems, as well as the flexibility to build custom integrations tailored to your specific needs.

Explore examples of available connectors below!

Software Partners

Planacy partners with leading SaaS companies and system providers that complement and strengthen our product offering – including Bright Analytics and Kleer.

Integrate with Business Intelligence

Maximise the value of your investment in MS Power BI®, Qlik®, or Tableau® by seamlessly integrating your business intelligence (BI) platform with Planacy.

BI integrations

Excel & Google Sheet Add-ins

Med våra Excel och Google Sheet add-ins slipper ni allt det manuella arbetet och riskerna som budgetering och prognostisering i kalkylark medför. Det är enkelt läsa ut data från Planacy – skapa era prognoser i Planacy och använd Excel till rapportering och ad-hoc analyser.

Planacy add-ins

Planacy connectors and integrations

Spreadsheets

Connect Planacy to Excel and Google Sheets to easily export data for reporting, analysis and further processing. Learn more about our add-ins here.

Data lakes & Warehouses

Integrate Planacy with your data warehouse to automate data flows and ensure that planning, forecasting and analysis are based on up-to-date, quality-assured data.

Integrations include, but are not limited to: Google BigQuery, Snowflake, Databricks, SIE Gruppen, Azure Data Factory and Microsoft Fabric.

ERP & Finance Systems

Automatically import actuals, structures and other financial data from your ERP or accounting system directly into Planacy.

Integrations include, but are not limited to: Fortnox, Kleer, Visma NET, Microsoft Dynamics 365 Business Central, Business NXT by Visma, Visma Business, Netsuite, Microsoft Dynamics NAV, Monitor ERP, Epicor, Microsoft Dynamics 365 Finance & Operations, Unit 4 and Exact Globe.

CRM

Integrate data from your CRM system and use sales data, pipeline information and other commercial drivers in budgeting and forecasting.

Integrations include, but are not limited to: Salesforce, Hubspot and Microsoft Dynamics CRM.

Consolidation

Connect Planacy to your consolidation system for an efficient data flow between financial planning, performance monitoring and group reporting.

Integrations include, but are not limited to: Bright Analytics, AARO, Cognos and Tiego.

Business Intelligence

Integrate Planacy with your BI system to combine financial planning with advanced reporting, visualisation and analysis.

Integrations include, but are not limited to: QlikView, QlikSense, MS Power BI and Tableau.

FAQ

Frequently asked questions about Planacy’s integrations

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 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.

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’t find your system?

Get in touch! Planacy’s highly flexible Connector Platform can be tailored to your unique processes and systems.

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