--- 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 **Vendor:** Planacy **Category:** [Budgeting and Forecasting Software](https://www.g2.com/categories/budgeting-and-forecasting) **Average Rating:** 4.6/5.0 **Total Reviews:** 49 ## About Planacy 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! ## Planacy Pros & Cons **What users like:** - Users appreciate the **ease of budgeting management** in Planacy, enabling efficient and collaborative financial planning for teams. (1 reviews) - Users highlight the **collaborative features** of Planacy, enhancing team communication and streamlining financial planning processes. (1 reviews) - Users appreciate the **ease of use** of Planacy, finding it efficient and time-saving for financial planning tasks. (1 reviews) - Users find Planacy to be a **highly efficient tool** , significantly streamlining budgeting and forecasting processes. (1 reviews) - Users appreciate the **ease of use and efficiency** of Planacy, streamlining budgeting and forecasting processes effectively. (1 reviews) - Users commend the **forecasting efficiency** of Planacy, enabling streamlined processes and real-time collaboration for better financial planning. (1 reviews) - Real-time Updates (1 reviews) - Team Collaboration (1 reviews) - Time-saving (1 reviews) - Time-Saving (1 reviews) **What users dislike:** - Users find the **initial setup and data extraction** of Planacy to be time-consuming and lacking in detailed guidance. (1 reviews) - Users find **difficult customization** with Planacy, especially during setup and data extraction for analysis. (1 reviews) - Users find the **difficult setup** of Planacy can be time-consuming and requires substantial effort for customization. (1 reviews) - Users find the **insufficient documentation** in Planacy hinders effective data extraction and slows down initial setup efforts. (1 reviews) - Users find **limited customization** in Planacy, making initial setup and data extraction more complex than desired. (1 reviews) ## Planacy Reviews ### 1. System has it's pros and cons **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Consumer Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 10, 2023 **What do you like best about Planacy?** Some things are easy to set up and make working process simple for user, the basis is quite straight forward. **What do you dislike about Planacy?** Some of our company specific set up is not working super well. We have problems and support is some days satisfactory, some days it could be better.We only use it once a year for budget, why process instructions need to be renewed. Loading from Visma to Planacy as reference for budgeting has not been performed without problems. **What problems is Planacy solving and how is that benefiting you?** Planacy helps us manage about 300 cost centers and loading data from Planayc to Qlik twice a day gives us a view of how work i progressing, or not progressing. This overview has not been possible earlier. **Official Response from Jimmy Stenqvist Evegård:** > Thanks for valuable input! Hopefully we can help you on the journey to move form a budget process to a more frequent and continues work with your financial planning. - [View Planacy pricing details and edition comparison](https://www.g2.com/products/planacy/reviews?filters%5Bnps_score%5D%5B%5D=3§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+05%3A09%3A30+-0500&secure%5Bsession_id%5D=90d0204d-b2e2-4b77-bb4d-4b0494cf5316&secure%5Btoken%5D=a50a7894ca0a39a3e11119efb4a044a887d0a10f838efbdcf2582fe823a95bc9&format=llm_user) ## Planacy Features **Budget Creation** - Data Import - Budget Hierarchies - Versioning - Formulas - What-If - Budget Periods - Real-Time Data **Financial Planning** - Extended Planning - Reporting - Integration - Self-Service Reporting **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Agentic AI - FP&A (Financial Planning & Analysis) ** - Proactive Assistance - Decision Making **Financial Insight** - Budgeting - Forecasting - Planning - Budgeting/Forecasting **Budget Management** - Consolidation - Adjustments - Workflows **Data** - Data Visualization - Data Analysis - Custom Reporting - Reporting Templates - Real-Time Data **Forecasting** - Historical Data - Reforecast - Forecast Types - Rolling Forecasts - AI - Generative AI **Status Communication** - Collaboration - Version Control - Real-Time Data Updates - Scorecards - Approval Process Control **Analytics** - Variance Analysis - Forecasts Comparison - Forward Looking - Financial Analysis **Additional Functionality** - Predictive Analytics - Multi-Language - Generative AI - Currency Management - AI Copilot - User Management - Project Management - Risk Management - Real-Time Analytics - Audit Trail - Tax Management - Investment Management - Transaction History - Data Import/Export - Fixed Asset Management - Mobile Access - Transaction Monitoring - API - Project Time Tracking - Projections - Consolidation/Roll-Up - General Ledger - Purchasing & Receiving - Real-Time Monitoring - Configurable Workflow - Dashboard Creation - Accounting - Electronic Payments - Revenue Recognition - Invoice Management - Compliance Management - "What If" Scenarios - Workflow Management - Multi-Currency - Planning Tools - Visual Analytics - Cash Management - Customizable Reports - Bank Reconciliation - Invoice Processing - Multi-Company - For Investors & Traders - Expense Tracking - Purchase Order Management - Access Controls/Permissions - Activity Dashboard - Reporting/Analytics - Alerts/Notifications - Billing & Invoicing - Receipt Management - Profit/Loss Statement - Income & Balance Sheet - Cash Flow Management **Agentic AI - Budgeting and Forecasting** - Natural Language Interaction - Proactive Assistance - Decision Making **Additional Functionality** - Data Visualization - Purchase Order Management - Expense Management - Ad hoc Reporting - Multi-Company - Profit/Loss Statement - Workflow Management - Access Controls/Permissions - Customizable Reports - Forecasting - Dashboard Creation - Self-Service Reporting - Multi-Currency - Financial Management - "What If" Scenarios - Asset Lifecycle Management - Strategic Planning - Visual Analytics - Billing & Invoicing - Real-Time Reporting - Reporting/Analytics - Receipt Management - Scenario Planning - Alerts/Notifications - Collaboration Tools - Version Control - Activity Dashboard - General Ledger - Third-Party Integrations - Consolidation/Roll-Up - Drag & Drop - Income & Balance Sheet - Multi-Department/Project - Accounting - API - Chart of Accounts - AI Copilot - Cash Management ## Top Planacy Alternatives - [Anaplan](https://www.g2.com/products/anaplan/reviews) - 4.6/5.0 (397 reviews) - [Planful](https://www.g2.com/products/planful/reviews) - 4.3/5.0 (499 reviews) - [Vena](https://www.g2.com/products/vena/reviews) - 4.5/5.0 (473 reviews)