Planacy Reviews & Product Details

What I like best about Planacy is how easy it is to use. It has streamlined our budgeting and soon forecasting processes, saving us so much time. The real-time updates and collaborative features make it super convenient for the whole team to stay on the same page. It’s just a really efficient tool that makes financial planning less of a headache Review collected by and hosted on G2.com.

One challenge I’ve experienced with Planacy is that the initial setup can be a bit time-consuming, especially if you have complex processes or specific requirements. It takes some effort to fully customize the platform to fit your needs.

Additionally, withdrawing data for analysis could be more straightforward, and it would help to have more detailed guidance on how to extract and use the data effectively. More support in this area would make the platform even better Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

So far (JUN2024), there is no graphs like waterfall diagrams etc. Apparentely on the way though (we didn't choose the PowerBI integration). Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

The developmet of the HR Module was a bit challenging, but in the end it was very well set up. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Not much to dislike, but some tables and lists can not be downloaded to Excel. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

We have been very pleased by Planacy's work and have not noted any downsides so far. Review collected by and hosted on G2.com.

As a global company with entities in 7 countries , Planacy makes an otherwise complicted budget process run smoothly Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I'm very satisfied with Planacy, as it has streamlined our budget and forecast processes, enhancing their quality. The platform facilitates easy and secure collaboration, simplifying complex tasks. Planacy has been a valuable asset in our financial management strategy, and I highly recommend it for those seeking to improve their planning capabilities. Review collected by and hosted on G2.com.

It's important to understand that Planacy incorporates all planning logic within the platform itself. This means that if you develop complex planning logic, exporting this specific logic out of Planacy isn't possible. However, you can export all your data using the Excel plugin, which is a very convenient feature. Review collected by and hosted on G2.com.

Easy to use, good overview and a good help for all the business managers. Easy to administrate and create new scenarios and set up of new users. Review collected by and hosted on G2.com.

There is no downsides with Planacy if you make the implementation in a correct way. The downsides could be on the organizational side where it can be hard to get everyone to work after the new process. Review collected by and hosted on G2.com.

Via Planacy, we’ve been able to tailer make a forecasting process for our diverse revenue streams, operational expenses, and various other processes, as well as mid-term plans. As a fast growing multinational enterprise we appreciate to be able to adapt Planacy to adjust our solution in response to updated circumstances. It’s integrated with our Business Intelligence tool (Qlik Sense), which facilitates the upload of historical data and enable us to seamlessly analyze the forecast against actuals and prior forecasts. It's easy for users to enter data as long as long as the flow of data has been clearly documented. Review collected by and hosted on G2.com.

Due to its flexibility, it’s tempting to replicate the calculations and dependencies in complex Excel forecasting sheets also in Planacy. We reassessed our initial approach to achieve a well-balanced solution with reasonable granularity in the calculations. With the utilization of internal resources, we 've adapted the system to meet our preferences. Review collected by and hosted on G2.com.

Smooth tool that can be designed according to how each individual company wants to see its budget. Review collected by and hosted on G2.com.

I can't think of anything, we are very satisfied with both the journey itself and the final product. Review collected by and hosted on G2.com.