Last Updated
Overview
Planacy is a financial planning platform that streamlines budgeting and forecasting. Although some users note that withdrawing data for analysis could be more direct, the software offers value with its flexible setup and smooth integration with BI tools. Overall, it provides a highly customizable financial planning environment.
Overall Rating
Based on 7 users reviews
4.6
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
Planacy Specifications
- Financial Reporting
- Expense Tracking
- Budgeting And Forecasting
- Invoice Management
What Is Planacy?
Planacy is a cloud-based Financial Planning and Analysis (FP&A) platform designed for businesses seeking to automate budgeting and forecasting. It enables more accurate financial planning through driver-based models that connect operational metrics directly to financial outcomes. The platform’s scenario planning capabilities allow teams to evaluate various strategic possibilities and make better-informed decisions. By centralizing data, Planacy streamlines collaboration between finance and accounting and other departments, moving processes away from disconnected spreadsheets into a unified environment.
Planacy Pricing
The software offers three distinct plans to cater to businesses of different sizes.
- Planacy Entry: Custom pricing (supports up to 10 users)
- Planacy Business: Custom pricing (supports up to 25 users)
- Planacy Enterprise: Custom pricing (supports 50 or more users)
Disclaimer: The pricing is subject to change.
Planacy Integrations
The platform integrates with several third-party applications and systems, such as:
- Power BI
- QlikView
- Microsoft Excel software
- Google Sheets software
- Tableau software
- Kleer
Who Is Planacy For?
Planacy is well-suited for a wide range of industries and sectors, including:
- Retail
- E-commerce
- Consulting
- SaaS and technology
- Construction
Is Planacy Right For You?
Organizations struggling with time-consuming, manual spreadsheet processes for financial planning often face challenges with data accuracy and limited strategic analysis. Planacy addresses this by providing a centralized platform for driver-based forecasting and scenario modeling, enabling more reliable financial plans. GDPR-compliant, the software reinforces data security through role-based access controls, ensuring sensitive financial information is restricted to authorized personnel. This makes it a strong fit for businesses aiming to improve forecast quality and strategic decision-making.
Still doubtful if Planacy software is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Planacy Features
Driver-Based Forecasting
Planacy features proactive financial planning using driver-based models for sales, staff, marketing, central costs, and Capital Expenditure (CAPEX). Workflows are configurable across organizational units. Transparency into revenue and cost drivers improves forecast accuracy and supports strategic decision-making.
Process Automation
The platform reduces manual and repetitive tasks through automation, enabling more frequent forecasting cycles. Workflows can be streamlined across departments. Improved efficiency supports timely updates to financial forecasts and strengthens accountability for financial outcomes.
Rolling Forecasts
With this feature, forecasts can be updated frequently using rolling horizons of 12, 18, or 24 months. The software adapts to different planning methods. Frequent updates provide a clearer view of future financial positions and enhance budget accuracy.
Scenario Planning
The software supports driver- and parameter-based scenario planning to model different financial outcomes. Automated features simplify creating new versions and testing assumptions like inflation or sales changes. This enables better understanding of revenue, costs, and Profit and Loss (P&L), supporting strategic financial decisions.
Pros And Cons of Planacy
Pros
Setup adapts easily to business needs
Interface is clear, simple, and intuitive
The forecasting process feels efficient and reliable
Cons
Requires effort for initial customization
Could benefit from slightly more support options
Planacy Reviews
Total 7 reviews
4.6
All reviews are from verified customers
Rating Distribution
5
Stars57%
4
Stars43%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Enterprise, 500+ employees
“Simple and efficient for budgeting”
Pros
My favorite thing about Planacy is how simple it is. It's really managed our budgeting and is about to do the same for forecasting which has saved us so much time. The real-time updates and collaboration features are super convenient for keeping the entire team aligned. It's just an efficient tool that makes financial planning far less painful.
Cons
The initial setup can take a bit of time especially if your processes are complex or you have very specific needs. It requires some effort to get it fully customized to fit just right.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
8
Functionality
8
Enterprise, 500+ employees
“Organized planning for our unique structure”
Pros
It's given us the ability to establish a much more streamlined financial planning and budgeting process across the organization. The system is highly adaptable making it a great fit for our unique structure.
Cons
Getting the HR Module developed was a bit of a challenge initially but in the end it was set up very well.
Rating Distribution
Ease of use
8
Value for money
9
Customer Support
9
Functionality
9
Finance, 500+ employees
“easy setup with no-code reporting”
Pros
Planacy was very easy to set up and connect with our other financial systems. It's also really simple whether you're just using it or building new reports.. there's no need to learn any code which is a huge plus over other platforms.
Cons
Right now it's missing some visual charts like waterfall diagrams. I've heard that's in the works though...
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
8
Functionality
8
Frequently Asked Questions
What language does Planacy support?
The software supports English, Swedish, and Dutch.
Who are the typical users of Planacy?
Planacy is suitable for a variety of industries and sectors, including retail, e-commerce, consulting, SaaS and technology, and construction.
What types of Planacy price plans are available?
The software provides three tailored plans to suit businesses of varying sizes: Planacy Entry for up to 10 users, Planacy Business for up to 25 users, and Planacy Enterprise for 50 or more users, with pricing customized for each plan. Contact us to request a personalized Planacy cost quote based on your institution's requirements.
What other apps does Planacy integrate with?
The platform integrates with several third-party applications and systems, including Power BI, QlikView, Microsoft Excel, Google Sheets, Tableau, and Kleer.
Does Planacy offer an API?
Yes, Planacy offers an API.
Does Planacy have a mobile app?
No, Planacy does not offer a mobile app.
What level of support does Planacy offer?
The platform provides support via contact form, email, phone, a ‘Planacy Training Platform,’ and a knowledge base.