Planacy Reviews

.A system for planning which is not excel

That you need support with a lot of changes

That i can feel safe and have more control over the plannings process

Flexible tool and easy to use

Easy to implement

Good customer support

We've been through one budget process and nothing specific that I dislike so far.

.Simple and many different options to include the tool in different forecasting processes

Graphical/Chart presentation of forecast numbers as well as scrolling features in the large data tables should be further developed

Big help with data gathering and consolidating many stakeholders in our forecasting process

The company has been very responsive and was able to adapt our processmodel specificly for us. Even though we have separate operations in our different business areas, they have managed to find different models and variants so that we can fulfill our needs in our budget- and forecasting processes. They have also been good at suggesting different solutions to the problems we are facing, which has been much appreciated.

We have been very pleased by Planacy's work and have not noted any downsides so far.

The problems they have solved is to create a forecasting process that looks exactly like the one we had in Excel, which shows that they can be very flexible. It facilitates our understanding and in operations where many units use the same forecast model.

Enkelhet och service, mycket bra projektledning och stöd vid implementation och efter.

Det går inte att printa rakt ut från systemet till excel utan addin krävs.

Digital läsning för budget och prognosarbete, hjälper oss att få fram data och analyser som tidigare krävde manuellt arbete

The ability to set out a more streamlined financial planning and budget processes in the business organisation. The system is very adaptable and hence suitable for our unique organisation.

The developmet of the HR Module was a bit challenging, but in the end it was very well set up.

Prior the implemenation of Planacy, we had no consolidated financial planning system and all cosolidation was made in excel. Also our budgeting process very challenging because of the lack of a consolidation system and all work was carried out in excel. Planacy helps us consolidate our buiness units and to analyze our total p&l. Planacy also enable an easier budgeting process as end-users can budget on a number of cost-centers that are easy to aggregate.

As a global company with entities in 7 countries , Planacy makes an otherwise complicted budget process run smoothly

Not a disadvantage in it self but is is important to have a BI system up and running to be able to work and follow up your budget in a good way.

We are a global company with 7 countries and we are budgeting in four different currencies. Planacy enables us to budget on the detail level we want without making it too complicated and time consuming for the users.

Planacy is very easy to setup and integrate with our other finance tools. It's also very intuitive to use, both as a user and as a builder to create new reports - no need to learn a programming language like some other systems.

So far (JUN2024), there is no graphs like waterfall diagrams etc. Apparentely on the way though (we didn't choose the PowerBI integration).

Planacy will help us a lot with:

- An easy to use budgeting model where we can see where each department/business unit are in the process and review and approve before the budget gets aggregated

User friendly

Customizable

Planacy is easy to use, both for administrators and for regular users. The system is also very flexible and you can shape the setup according to your needs. The integretion with our BI-Tool is also very smooth.

Not much to dislike, but some tables and lists can not be downloaded to Excel.

The time our organization spends doing forecast has deacreased significantly. As a consequense we have started doing forecasts on a monthly basis.

We have a seamless process where we have connected the system to our ERP, HR System and our CRM. Hence, no one has to retrieve figures from other systems.