--- title: Planacy Reviews meta\_title: 'Planacy Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 49 reviews by the users' company size, role or industry to find out how Planacy works for a business like yours. aggregate\_rating: rating\_value: 4.6 review\_count: 49 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # Planacy Reviews & Product Details Visit Website Planacy is a leading platform that simplifies data-driven financial planning, analysis and reporting – an innovative, powerful and fully customisable software trusted by over 200 businesses from various countries and industries. With Planacy, you get a smart planning platform that grows with your business. Work driver-based with a high degree of automation, elevate the quality of your forecasts, and enable more engaging and frequent planning with higher accountability. With a powerful financial planning platform, a passionate team and unbeatable time-to-value, we're the ultimate ally for modern FP&A teams! * * * Product Website Planacy Seller [Planacy](https://www.g2.com/sellers/planacy) Discussions [Planacy Community](https://www.g2.com/products/planacy/discuss) Languages Supported English, Swedish Solution Type Best-of-Breed Overview by Jimmy Stenqvist Evegård (CEO 🔹 Business Developer 🔹 Entrepreneur 🔹 Simplifying Data-driven Financial Planning together with Team Planacy 🚀) Show More ## Value at a Glance Averages based on real user reviews. ### Time to Implement 4 months ### Return on Investment 21 months [ View More Pricing Information ](https://www.g2.com/products/planacy/pricing) ## Top-Rated Alternatives [ ![Anaplan](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Anaplan") Anaplan 4.6/5(462) ](https://www.g2.com/products/anaplan/reviews) [ ![Planful](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Planful") Planful 4.3/5(508) ](https://www.g2.com/products/planful/reviews) [ ![Vena](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Vena") Vena 4.5/5(480) ](https://www.g2.com/products/vena/reviews) [ View All Alternatives ](https://www.g2.com/products/planacy/competitors/alternatives) ## User Insights Average based on 49 real user reviews. Implementation Time 4 months Perceived Cost $$$$$ [Log in to unlock pricing and user insights](/login) TB Therese B. Business Controller Enterprise (\> 1000 emp.) 11/21/2024 "A user friendly tool for creating, managing and tracking budget and forcasts" 4/5 What do you like best about Planacy? 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. What do you dislike about Planacy? 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. What problems is Planacy solving and how is that benefiting you? Planacy is helping us solve the challenge of managing complex budgeting and forecasting processes. By automating manual tasks and integrating seamlessly with our financial systems, it saves us time and reduces errors. Review collected by and hosted on G2.com. Show More Response from Erik Gidlund of Planacy [Editedit](https://www.g2.com/survey_responses/planacy-review-10544652/official_response/edit) Hi Therese and thanks for your review and input! We will aim to improve your possibility to extract data through our Excel Add-in even further 😊 Validated ReviewerSource: G2 invite on behalf of seller ![Fredrik R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Fredrik R.") FR Fredrik R. Chief Financial Officer Mid-Market (51-1000 emp.) 6/5/2024 "Very flexible and useful FP&A system" 4.5/5 What do you like best about Planacy? 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. What do you dislike about Planacy? 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. What problems is Planacy solving and how is that benefiting you? 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 - Forecasting based on the actuals and current trend versus budget. It is possible to distribute revenue and cost according to different seasonal patterns - Review of actuals versus budget in order to understand deviations Review collected by and hosted on G2.com. Show More Response from Jimmy Stenqvist Evegård of Planacy [Editedit](https://www.g2.com/survey_responses/planacy-review-9751776/official_response/edit) Thanks for your review Fredrik! Our reporting offer with more graphs and analytics feature will definitely come in the near future. Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller FL Frida L. Business Controller Mid-Market (51-1000 emp.) 6/5/2024 "User-friendly system speeding up our financial planning process" 5/5 What do you like best about Planacy? 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. What do you dislike about Planacy? 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. What problems is Planacy solving and how is that benefiting you? 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. Review collected by and hosted on G2.com. Show More Response from Jimmy Stenqvist Evegård of Planacy [Editedit](https://www.g2.com/survey_responses/planacy-review-9752196/official_response/edit) Thanks Frida, really appriciate your review and feedback! Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller SH Sebastian H. Head of Controlling Mid-Market (51-1000 emp.) 5/22/2024 "User friendly and modern forecast tool that optimize our forecast accuracy and enhance effectiveness" 5/5 What do you like best about Planacy? 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. What do you dislike about Planacy? Not much to dislike, but some tables and lists can not be downloaded to Excel. Review collected by and hosted on G2.com. What problems is Planacy solving and how is that benefiting you? 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. Planacy can also helo the users to do their forecast based on logic. Review collected by and hosted on G2.com. Show More Response from Jimmy Stenqvist Evegård of Planacy [Editedit](https://www.g2.com/survey_responses/planacy-review-9685089/official_response/edit) We really appreciate your feedback and review Sebastian, and love to hear that the platform provide value to you and your business! Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Restaurants](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Restaurants") IR Verified User in Restaurants Mid-Market (51-1000 emp.) 6/10/2024 "Very helpful and customer oriented!" 5/5 What do you like best about Planacy? 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. What do you dislike about Planacy? 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. What problems is Planacy solving and how is that benefiting you? 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Celia L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Celia L.") CL Celia L. Group Business Controller Enterprise (\> 1000 emp.) 4/6/2023 "A flexible planning system that makes our budget process run smoothly" 5/5 What do you like best about Planacy? 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. What do you dislike about Planacy? 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. What problems is Planacy solving and how is that benefiting you? 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. Review collected by and hosted on G2.com. Show More Response from Jimmy Stenqvist Evegård of Planacy [Editedit](https://www.g2.com/survey_responses/planacy-review-7916735/official_response/edit) Really appreciate your review Celia, and to help you run the budget process more smoothly! In the near future, we will also include more advanced reporting and follow-up features to provide more value within the platform. 6/5/2024 Current UserValidated ReviewerIncentivizedSource: G2 Gives Campaign ![Fredrik C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Fredrik C.") FC Fredrik C. Mid-Market (51-1000 emp.) 2/20/2024 "Efficient Budgeting with Planacy" 4.5/5 What do you like best about Planacy? 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. What do you dislike about Planacy? 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. What problems is Planacy solving and how is that benefiting you? easy and secure collaboration, simplifying complex tasks. We don't need to send spreadsheets by email with sensitive data in it, and Planacy takes care of the version handling Review collected by and hosted on G2.com. Show More Response from Jimmy Stenqvist Evegård of Planacy [Editedit](https://www.g2.com/survey_responses/planacy-review-9306692/official_response/edit) Thank you Fredrik for the positive review! We truly appreciate your feedback and are delighted to hear that you are satisfied with your planning solution in Planacy. Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Tobias C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Tobias C.") TC Tobias C. Business Controller Small-Business (50 or fewer emp.) 3/6/2024 "Great tool with a lot of opportunities which helps the org to a better budget and forecast process." 5/5 What do you like best about Planacy? 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. What do you dislike about Planacy? 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. What problems is Planacy solving and how is that benefiting you? Less work in Excel and automize a lot of processes like cusomter bonusagreements and budgeting of HR costs. Purchase and sales organization can just focus on the drivers which built up the budget or forecast which gives a better overview and also a good communication between functions in the company. Review collected by and hosted on G2.com. Show More Response from Jimmy Stenqvist Evegård of Planacy [Editedit](https://www.g2.com/survey_responses/planacy-review-9386683/official_response/edit) Thank you, Tobias! Really glad to read your review and to hear that we have helped you automate your financial planning process to a greater extent! Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Richard S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Richard S.") RS Richard S. Manager Business Intelligence & Analytics, Finance Mid-Market (51-1000 emp.) 12/8/2023 "Planacy supports our forecasting processes, making them flexible and seamless." 4.5/5 What do you like best about Planacy? 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. What do you dislike about Planacy? 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. What problems is Planacy solving and how is that benefiting you? Planacy offers us a solution to forecast our vast number of cost centers and markets in a way which would not have been feasible with our previous way of forecasting. Through it’s integration with our BI-tool we can analyse the forecast continuously and smoothly generate budget reports in the various stages of the processes. Review collected by and hosted on G2.com. Show More Response from Jimmy Stenqvist Evegård of Planacy [Editedit](https://www.g2.com/survey_responses/planacy-review-8984264/official_response/edit) We greatly appreciate your feedback and review Richard! We're also committed to continue supporting your journey with efficient forecasting processes as you navigate your fast growing global journey. 12/10/2023 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller KN Kristina N. Mid-Market (51-1000 emp.) 5/13/2024 "Professional treatment throughout the entire process" 5/5 What do you like best about Planacy? 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. What do you dislike about Planacy? 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. What problems is Planacy solving and how is that benefiting you? We have received a tool where all parts are interconnected, so conveniently that we could choose how we wanted it and thus could adapt it to our needs. Can easily view both at an aggregated and account level and switch between different departments. Review collected by and hosted on G2.com. Show More Response from Jimmy Stenqvist Evegård of Planacy [Editedit](https://www.g2.com/survey_responses/planacy-review-9641067/official_response/edit) We are thrilled to hear that you had a positive experience with our tool and that it was tailored to meet your specific business needs. Thank you Kristina for sharing your feedback! Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of sellerAI Translated ## Pricing Insights Averages based on real user reviews. ### Time to Implement 4 months ### Return on Investment 21 months ### Average Discount 9% [ View More Pricing Information ](https://www.g2.com/products/planacy/pricing) ##### ##### Planacy Features Budget Creation Data Import Budget Hierarchies Versioning Budget Management Consolidation Adjustments Workflows Forecasting Historical Data Reforecast Forecast Types Analytics Variance Analysis Forecasts Comparison Forward Looking [ View More Features ](https://www.g2.com/products/planacy/features) ##### Categories on G2 [FP&A (Financial Planning & Analysis)](https://www.g2.com/categories/fp-a-financial-planning-analysis)[Budgeting and Forecasting](https://www.g2.com/categories/budgeting-and-forecasting) ##### Explore More [Which virtual desktop infrastructure (VDI) platforms have the best user reviews for ease of adoption with non-technical teams?](https://www.g2.com/discussions/which-virtual-desktop-infrastructure-vdi-platforms-have-the-best-user-reviews-for-ease-of-adoption-with-non-technical-teams)[What are the highest rated pharmacy management systems for pharmacies needing to go live in under 60 days?](https://www.g2.com/discussions/what-are-the-highest-rated-pharmacy-management-systems-for-pharmacies-needing-to-go-live-in-under-60-days)[Is Mindbody worth it for a growing fitness studio, or does ABC Glofox deliver a more focused gym management experience at a lower cost for independent operators?](https://www.g2.com/discussions/is-mindbody-worth-it-for-a-growing-fitness-studio-or-does-abc-glofox-deliver-a-more-focused-gym-management-experience-at-a-lower-cost-for-independent-operators) [Which recruitment platform offers the largest candidate database?](https://www.g2.com/discussions/which-recruitment-platform-offers-the-largest-candidate-database)[What are the best reputation management services platforms for teams evaluating solutions before full commitment?](https://www.g2.com/discussions/what-are-the-best-reputation-management-services-platforms-for-teams-evaluating-solutions-before-full-commitment)[Pros and Cons Details](https://www.g2.com/products/planacy/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)