--- 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: '2026-11-03' parent_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance ---

Planacy Pros and Cons: Top 5 Advantages and Disadvantages

Quick AI Summary Based on G2 Reviews

Generated from real user reviews

Users appreciate the ease of use in Planacy, which streamlines budgeting and saves valuable time for teams. (1 mentions)
Users appreciate the collaborative features of Planacy, enhancing team communication and streamlining financial planning efficiently. (1 mentions)
Users appreciate the ease of use of Planacy, making budgeting and forecasting efficient and collaborative for teams. (1 mentions)
Users appreciate the efficiency of Planacy, noting its time-saving capabilities and streamlined budgeting processes. (1 mentions)
Users appreciate the ease of use and efficiency of Planacy for streamlined budgeting and forecasting processes. (1 mentions)
Users find the data management process cumbersome, particularly during setup and data extraction, impacting efficiency. (1 mentions)
Users find the difficult customization of Planacy time-consuming, particularly with complex setups and data extraction processes. (1 mentions)
Users find the difficult setup of Planacy time-consuming, particularly when customizing for complex processes or specific needs. (1 mentions)
Users face insufficient documentation, making data extraction and customization more challenging than necessary during setup. (1 mentions)
Users find that limited customization options in Planacy lead to a time-consuming setup and data extraction challenges. (1 mentions)

5 Pros or Advantages of Planacy

1. Budgeting Management
Users appreciate the ease of use in Planacy, which streamlines budgeting and saves valuable time for teams.
See 1 mentions

See Related User Reviews

TB

Therese B.

Enterprise (> 1000 emp.)

4.0/5

"A user friendly tool for creating, managing and tracking budget and forecasts"

What do you like 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

2. Collaboration
Users appreciate the collaborative features of Planacy, enhancing team communication and streamlining financial planning efficiently.
See 1 mentions

See Related User Reviews

TB

Therese B.

Enterprise (> 1000 emp.)

4.0/5

"A user friendly tool for creating, managing and tracking budget and forecasts"

What do you like 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

3. Ease of Use
Users appreciate the ease of use of Planacy, making budgeting and forecasting efficient and collaborative for teams.
See 1 mentions

See Related User Reviews

TB

Therese B.

Enterprise (> 1000 emp.)

4.0/5

"A user friendly tool for creating, managing and tracking budget and forecasts"

What do you like 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

4. Efficiency
Users appreciate the efficiency of Planacy, noting its time-saving capabilities and streamlined budgeting processes.
See 1 mentions

See Related User Reviews

TB

Therese B.

Enterprise (> 1000 emp.)

4.0/5

"A user friendly tool for creating, managing and tracking budget and forecasts"

What do you like 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

5. Financial Management
Users appreciate the ease of use and efficiency of Planacy for streamlined budgeting and forecasting processes.
See 1 mentions

See Related User Reviews

TB

Therese B.

Enterprise (> 1000 emp.)

4.0/5

"A user friendly tool for creating, managing and tracking budget and forecasts"

What do you like 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

5 Cons or Disadvantages of Planacy

1. Data Management
Users find the data management process cumbersome, particularly during setup and data extraction, impacting efficiency.
See 1 mentions

See Related User Reviews

TB

Therese B.

Enterprise (> 1000 emp.)

4.0/5

"A user friendly tool for creating, managing and tracking budget and forecasts"

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 specifi

2. Difficult Customization
Users find the difficult customization of Planacy time-consuming, particularly with complex setups and data extraction processes.
See 1 mentions

See Related User Reviews

TB

Therese B.

Enterprise (> 1000 emp.)

4.0/5

"A user friendly tool for creating, managing and tracking budget and forecasts"

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 specifi

3. Difficult Setup
Users find the difficult setup of Planacy time-consuming, particularly when customizing for complex processes or specific needs.
See 1 mentions

See Related User Reviews

TB

Therese B.

Enterprise (> 1000 emp.)

4.0/5

"A user friendly tool for creating, managing and tracking budget and forecasts"

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 specifi

4. Insufficient Documentation
Users face insufficient documentation, making data extraction and customization more challenging than necessary during setup.
See 1 mentions

See Related User Reviews

TB

Therese B.

Enterprise (> 1000 emp.)

4.0/5

"A user friendly tool for creating, managing and tracking budget and forecasts"

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 specifi

5. Limited Customization
Users find that limited customization options in Planacy lead to a time-consuming setup and data extraction challenges.
See 1 mentions

See Related User Reviews

TB

Therese B.

Enterprise (> 1000 emp.)

4.0/5

"A user friendly tool for creating, managing and tracking budget and forecasts"

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 specifi

Top-Rated Alternatives

Anaplan
Anaplan
4.6/5(491)
Planful
Planful
4.3/5(509)
Vena
Vena
4.5/5(483)

Planacy Reviews (49)

Reviews

Planacy Reviews (49)

4.6
49 reviews
Search reviews
Filter Reviews
Clear Results
G2 reviews are authentic and verified.
Here's how.
Erik T.
ET
Erik T.
CFO
Mid-Market (51-1000 emp.)
"Efficient and transparent planning with Planacy"
5/5
What do you like best about Planacy?

Flexible tool and easy to use

Easy to implement

Good customer support Review collected by and hosted on G2.com.

What do you dislike about Planacy?

We've been through one budget process and nothing specific that I dislike so far. Review collected by and hosted on G2.com.

Response from Jimmy Stenqvist Evegård of Planacy
Edit edit

Thanks for a nice review Erik, and glad to hear the value Planacy brings for you!

Jonas L.
JL
Jonas L.
Mid-Market (51-1000 emp.)
"Delivers according to promises"
4/5
What do you like best about Planacy?

So far Planacy delivers according to promises. We have set up the system and have had great help from the CS rep during that process. We are coming from an Excel environment but intend to use Planacy as a reporting tool also. I personally (CFO and admin) use it every day but is still a beginner. Integrations with our main accounting software (Fortnox) works well but import from Quickbooks online has been a bit of a hassle but I am sure we will come to terms with it. Review collected by and hosted on G2.com.

What do you dislike about Planacy?

Functionality for simple graphs would be an advantage. We intend to integrate with Power BI. Review collected by and hosted on G2.com.

Response from Jimmy Stenqvist Evegård of Planacy
Edit edit

Thank you Jonas for your review and insights! We're delighted to have helped your transition from Excel to a more data-driven platform. Your continued support is greatly appreciated as we strive to enhance your FP&A activities. Exciting updates are on the horizon, including new graphs, KPIs, and advanced reporting features, all designed to deliver even greater value to your work in the near future.

EL
Erica L.
Purchase controller
Small-Business (50 or fewer emp.)
Originally submitted 1/11/2023
"Purchase controller"
5/5
What do you like best about Planacy?

It's optimized for our business and our way of working. It's also possible to make changes along the way. Review collected by and hosted on G2.com.

What do you dislike about Planacy?

I think it can be quite difficult to change on a "high" level because it often means changes on "lower" levels that I don't want. I prefer to change on a lower level to get the result I want. Review collected by and hosted on G2.com.

Response from Jimmy Stenqvist Evegård of Planacy
Edit edit

Thanks for the positive review Erica - we're glad to help you gain good control over your KPIs!

FH
Fredrik H.
Mid-Market (51-1000 emp.)
Originally submitted 3/3/2023
"The best BI-system I've ever used!"
5/5
What do you like best about Planacy?

It's a very userfriendly program that supports the need for quick analysis of big data to ensure that the management can make the right decisions at the right time. Review collected by and hosted on G2.com.

What do you dislike about Planacy?

In the beginning (approximately five years ago for us), the possibility of showing data flexibly was a little bit limited. Now the interface is much better and gives an excellent experience for our users. Review collected by and hosted on G2.com.

Daniel H.
DH
Daniel H.
Delivery Area Manager - Business Intelligence
Mid-Market (51-1000 emp.)
Originally submitted 3/8/2023
"When Excel is not good enough"
5/5
What do you like best about Planacy?

When making scenario based budget you get much more actions given to you in the follow up. Planacy made the budget fun and pushed you into doing more pre analysis. Planacy is very intuitive and made the budget process both better and faster Review collected by and hosted on G2.com.

What do you dislike about Planacy?

Nothing particular, works great together with our Qlik BI Review collected by and hosted on G2.com.

OC
Oliver C.
Business Controller
Mid-Market (51-1000 emp.)
"A modern and flexible tool that makes our business more efficient"
5/5
What do you like best about Planacy?

User friendly

Customizable

Making budget and forecast a less time consuming task Review collected by and hosted on G2.com.

What do you dislike about Planacy?

Some changes require a planacy resource. Review collected by and hosted on G2.com.

Response from Jimmy Stenqvist Evegård of Planacy
Edit edit

Thanks Oliver for the a nice review - glad to hear about the value Planacy provide!

KO
Kristoffer O.
Business Controller
Mid-Market (51-1000 emp.)
"Forecasting tool with excellent flexibility"
5/5
What do you like best about Planacy?

Simple and many different options to include the tool in different forecasting processes Review collected by and hosted on G2.com.

What do you dislike about Planacy?

Graphical/Chart presentation of forecast numbers as well as scrolling features in the large data tables should be further developed Review collected by and hosted on G2.com.

Response from Jimmy Stenqvist Evegård of Planacy
Edit edit

Really appriciate your review Kristoffer!

Verified User in Commercial Real Estate
AC
Verified User in Commercial Real Estate
Small-Business (50 or fewer emp.)
"Very good service and a good system that can be customized according to requests and operations."
5/5
What do you like best about Planacy?

Simplicity and service, very good project management and support during implementation and afterwards. Review collected by and hosted on G2.com.

What do you dislike about Planacy?

It is not possible to print directly from the system to Excel without an add-in being required. Review collected by and hosted on G2.com.

Verified User in Food & Beverages
AF
Verified User in Food & Beverages
Mid-Market (51-1000 emp.)
"Good help"
4.5/5
What do you like best about Planacy?

A system for planning which is not excel Review collected by and hosted on G2.com.

What do you dislike about Planacy?

That you need support with a lot of changes Review collected by and hosted on G2.com.

Karl-Rikard J.
KJ
Karl-Rikard J.
Head of Business Control
Mid-Market (51-1000 emp.)
"Flexible, affordable, scalable budget/forecast system with seamless BI integration."
4.5/5
What do you like best about Planacy?

Customizing budget/forecast processes, data storage, flexibility in tool working in collaboration with Excel/BI system. Review collected by and hosted on G2.com.

What do you dislike about Planacy?

More self service possibilities, better correlation between test/production environment and API setup between the two. Review collected by and hosted on G2.com.

Response from Jimmy Stenqvist Evegård of Planacy
Edit edit

We really appreciate the positive review, Karl-Rikard! I will also take your constructive feedback with our product team.
Categories on G2
Explore More