Planacy Features

Uses collected data to assist organizations in understanding what they can afford now, and in years to come.

Creates a continuous and recurrent planning process that can be calculated according to a specified and customizable timeline.

Leverages data from budgeting and forecasting processes to help corporations understand their reality and make decisions accordingly.

Offers methods of visualizing data via customizable dashboards, statistical graphs, and charts.

Scours data for actionable insights.

Allows users to customize their own reports according to business needs.

Provides pre-built reporting templates to organize data for payroll, manufacturing, and other company factions.

Allows for searchable communication within the tool via notes, checklists, and discussions to ensure clarity between users.

Reflects updates immediately, ensuring users have the most recent data while maintaining records of past performance.

Updates varying factors in real-time, assuring forecasts and inferences are continually made according to the most recent information.

Displays and shares company performance data to increase transparency across the board.

Based on 43 Planacy reviews. Import trial balance, monthly P&L, balance sheets, and other types of financial data

Based on 44 Planacy reviews. Define budget structure elements and how they are linked hierarchically

Keeps track of all versions of a budget and allows users to compare versions This feature was mentioned in 43 Planacy reviews.

Include budgeting formulas to estimate direct and indirect costs, operating and non-operating revenues This feature was mentioned in 42 Planacy reviews.

Test the potential financial impact of business decisions on revenues and expenses This feature was mentioned in 34 Planacy reviews.

Users can customize standard budget periods (3, 9, or 12 months) 44 reviewers of Planacy have provided feedback on this feature.

Consolidate multiple budgets from different departments or business entities 38 reviewers of Planacy have provided feedback on this feature.

Users with administrative access rights can modify budgets This feature was mentioned in 43 Planacy reviews.

Workflows are used to define the steps required to alter budgets and who needs to approve changes This feature was mentioned in 43 Planacy reviews.

Forecasting is based on past transactions and historical financial or operational data This feature was mentioned in 44 Planacy reviews.

Ability to recreate forecasts to include new information that may impact budgets 38 reviewers of Planacy have provided feedback on this feature.

Support multiple types of forecasts such as balance sheet and cash flow forecasts 38 reviewers of Planacy have provided feedback on this feature.

As reported in 34 Planacy reviews. Used to review and update budgeting assumptions for a predefined period (usually one year)

As reported in 25 Planacy reviews. Uses AI algorithms and models to predict future trends and outcomes, based on historical data and patterns

Based on 35 Planacy reviews. Project out as the year progresses to accommodate trends that affect key business drivers.

compare Income Statement, Balance Sheet, and Cash Flow for multiple periods This feature was mentioned in 37 Planacy reviews.

Based on 36 Planacy reviews. Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data

Analysis that creates business plans outside of finance, including sales, marketing, or HR.

Reports on departmental KPI metrics measured against targets.

Consolidates planning processes across an organization into a single solution.

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives