--- 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

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Planacy Reviews (49)

Reviews

Planacy Reviews (49)

4.6
49 reviews
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FB
Frida B.
Mid-Market (51-1000 emp.)
Originally submitted 2/23/2023
"Userfriendly tool which has helped us to reach new levels of understanding"
4.5/5
What do you like best about Planacy?

Fast replies from helpdesk. Both custom-made and default tables possible. A lot of selections possible for allocations. Works well with Qlik. Review collected by and hosted on G2.com.

What do you dislike about Planacy?

Challenging to develop without help from Planacy Review collected by and hosted on G2.com.

Verified User in Financial Services
AF
Verified User in Financial Services
Mid-Market (51-1000 emp.)
Originally submitted 11/21/2022
"Planacy review"
5/5
What do you like best about Planacy?

Once you have set the foundations for the system, it is intuitive to use it for input. We directly connect to QlikSense, which analyzes the numbers very quickly! Review collected by and hosted on G2.com.

What do you dislike about Planacy?

I do not dislike this, but if you want to use Planacy and have an in-house admin, that person needs to understand a lot of how the "architecture" of hierarchies and data is built into the system to be able to error search. Review collected by and hosted on G2.com.

Response from Jimmy Stenqvist Evegård of Planacy
Edit edit

One of our most lojal customer - thank you so much for your valuable feedback and review! We're thrilled to hear that our services is intuitive and have enhanced your experience with scenario planning, making your work smoother and more efficient. Your satisfaction is our top priority, and we're glad to have been able to meet your needs. Looking forward to continuing to support you!

RN
Robert N.
Head of Business Control
Mid-Market (51-1000 emp.)
Originally submitted 12/21/2022
"Userfriendly SasS-software"
4.5/5
What do you like best about Planacy?

Pretty easy to make custommade changes

Graphics is neat

Userfriendly Review collected by and hosted on G2.com.

What do you dislike about Planacy?

Hard to develop on your own

Overview could be even better Review collected by and hosted on G2.com.

Verified User in Consumer Services
AC
Verified User in Consumer Services
Mid-Market (51-1000 emp.)
"System has its pros and cons"
3/5
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 straightforward. Review collected by and hosted on G2.com.

What do you dislike about Planacy?

Some of our company-specific setup 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. Review collected by and hosted on G2.com.

Response from Jimmy Stenqvist Evegård of Planacy
Edit edit

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.

JG
Jon G.
Mid-Market (51-1000 emp.)
"Very good when it is setup, but way too difficult to update/change things."
4/5
What do you like best about Planacy?

It is stable. You can easily see the status of the business. There are a lot of ways to tailor-make the solution. Review collected by and hosted on G2.com.

What do you dislike about Planacy?

When something is updated there are too many places you need to change. Even the smallest change is difficult to implement. Almost every time something is changed there are some places, forms, etc., that are not updated. Review collected by and hosted on G2.com.

Response from Jimmy Stenqvist Evegård of Planacy
Edit edit

Thanks Jon for your valuable input and review! You are one of few users with full developer access in the setup of Planacy - and we are glad to continue developing this interface with the help of your input in order to make adjustments in the business logic and data parts easier for non-implementers.

Verified User in Biotechnology
AB
Verified User in Biotechnology
Mid-Market (51-1000 emp.)
"Planning platform"
5/5
What do you like best about Planacy?

It's a very flexible system, it allows us to customize every step of the forecasting process to our needs and it's still easy to use and intuitive. Planacy has helped us to decentralize the planning process and reduced the time it took to gather and summarize information significantly. Together with our BI system, the planning and analysis of our data has been vastly improved from when we only used Excel. Review collected by and hosted on G2.com.

What do you dislike about Planacy?

It's difficult to make changes in the system without the help of an experienced resource. Review collected by and hosted on G2.com.

Response from Jimmy Stenqvist Evegård of Planacy
Edit edit

Thank you for your feedback and review. We are pleased to know that our platform have helped you work more smoothly with scenatio planning. Your input is valuable to us, and we look forward to providing continued support in your endeavors.

Verified User in Information Technology and Services
UI
Verified User in Information Technology and Services
Small-Business (50 or fewer emp.)
"Great team, easy integration process, customer service and integration teams are fantastic"
5/5
What do you like best about Planacy?

Integrates with our PE Accounting system. The model we wanted was built to perfection. Review collected by and hosted on G2.com.

What do you dislike about Planacy?

Could have better reporting tools but there is a way to download data to Excel or Google Sheets. Review collected by and hosted on G2.com.

Response from Jimmy Stenqvist Evegård of Planacy
Edit edit

Thank you for the exceptionally kind review! I will share your words with the team, and we all look forward to being a part of your growth journey ahead.

Verified User in Accounting
AA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"A good budget tool but technically complicated to administer as an administrator"
4.5/5
What do you like best about Planacy?

The budget tool provides a good overview of all units and cost centers and more people can work in the system at the same time. We are a Group and we have six companies and three currencies within Planacy and we are able to consolidate the Group. Review collected by and hosted on G2.com.

What do you dislike about Planacy?

It is a bit complicated to start a new budget year technically in Planacy and to upload the current year's information in order to work with next year's budget. Compicated when we need to change or move cost centers and/or accounts or people. The currency administration with more option between years would be helpful. Pension administration in staff registry would be good to develop. Review collected by and hosted on G2.com.

LB
Lars-Johan B.
Mid-Market (51-1000 emp.)
"Planacy is a simple and easy-to-use tool"
5/5
What do you like best about Planacy?

Easy to maneuver in. The template for staff is easy to understand and easy to use. The basic data is clear. All overhead costs are easy to enter. The comment fields are very good and it gives good information about how the person who made the forecast was thinking and they are included in the next forecast. Review collected by and hosted on G2.com.

What do you dislike about Planacy?

Our company has a complex revenue side with external and internal revenue. Many market companies, business areas, type of sales and products. We also have many different currencies, which means that we get many entities and these make it more difficult to overview. Review collected by and hosted on G2.com.

Patrik B.
PB
Patrik B.
Director of Strategy & Business Control
Mid-Market (51-1000 emp.)
"Four year experience of budget and forecasting through Planacy"
4/5
What do you like best about Planacy?

It is easy to understand and if you are comfortable with Excel, it will be with Planacy Review collected by and hosted on G2.com.

What do you dislike about Planacy?

This might be on our implementation/consulting partner, but we are still not independent on the platform which makes it way more expensive than it should be when doing changes Review collected by and hosted on G2.com.

Response from Jimmy Stenqvist Evegård of Planacy
Edit edit

Thanks for your insightful input Patrik! Glad to hear that we help minimize the human errors and make the work with financial planning more efficient.

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