--- 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

5 Cons or Disadvantages of Planacy

Planacy Reviews (49)

Reviews

Planacy Reviews (49)

4.6
49 reviews
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Verified User in Design
ED
Verified User in Design
Mid-Market (51-1000 emp.)
"Planacy is adding value to your business"
5/5
What do you like best about Planacy?

Reliable, user friendly, and easy to set up. Review collected by and hosted on G2.com.

What do you dislike about Planacy?

Nothing really. It has all i need to support our business. Review collected by and hosted on G2.com.

Response from Jimmy Stenqvist Evegård of Planacy

Really glad to hear Planacy providing value!

MB
Mattias B.
Mid-Market (51-1000 emp.)
"Fast growing businesses and the usage of Planacy"
4.5/5
What do you like best about Planacy?

The main function about Planacy is the possibility to create advanced calculations and dependencies. By using our HR system as data input and then getting revenues, COGS, costs based on this has made working with forecasts fast and correct. As a fast-growing company, there are a lot of uncertainties and the need to simplify based on employees, which has worked perfectly with Planacy.

Also, giving department managers access to add future employees by themselves is a strong feature, which allows us to see and consolidate what each department is planning to recruit, and the effect of each decision.

I am personally a major fan of the Excel Add-in, where I can get all the outputs of the data inputs, and calculations directly from Planacy into Excel to make easy charts and tables for ex board reports or ad hoc analysis. Review collected by and hosted on G2.com.

What do you dislike about Planacy?

As good as it is on deriving data on parameters, it is also a bit complex which makes it difficult to make changes in the calculations without a consultant aiding. I got the opportunity to take part in a developer training and to see the settings of Planacy gave insight to both what a complex system it is but also the opportunities in it. You can make anything in it, not only finance stuff. Review collected by and hosted on G2.com.

Verified User in Computer Software
AC
Verified User in Computer Software
Mid-Market (51-1000 emp.)
"Best Implementation Specialist"
4.5/5
What do you like best about Planacy?

I need to spend more time to understand the details of the app but if the overview is ready, it's simple to use Review collected by and hosted on G2.com.

What do you dislike about Planacy?

that it was not possible for us to have an integration with our US accounting systems. Too many manual steps Review collected by and hosted on G2.com.

Response from Jimmy Stenqvist Evegård of Planacy

Glad to hear that! I'll definitely pass your kind words along to named specialist. They'll be as thrilled as me to know their work is appreciated!

DS
David S.
Enterprise (> 1000 emp.)
"CFO"
4.5/5
What do you like best about Planacy?

The system is sometimes somewhat complex when it comes to setting up new structures, and it's difficult to obtain complete information about certain calculations. Review collected by and hosted on G2.com.

What do you dislike about Planacy?

The system is sometimes somewhat complex when it comes to setting up new structures, and it's difficult to obtain complete information about certain calculations. Review collected by and hosted on G2.com.

Oskar P.
OP
Oskar P.
Business Controller
Mid-Market (51-1000 emp.)
"Planacy is easy to use, scalable and well suited to support fast-growing companies"
4.5/5
What do you like best about Planacy?

The product is very user-friendly for both administrators and users. In additional it is very easy to scale the product as your company grow, this is an very important criteria for fast growing companies.

The support and help from the planacy team is also outstanding! Review collected by and hosted on G2.com.

What do you dislike about Planacy?

The extract of data from Planacy is a bit tricky, but this is compensated with great support from the planacy team Review collected by and hosted on G2.com.

Verified User in Health, Wellness and Fitness
AH
Verified User in Health, Wellness and Fitness
Small-Business (50 or fewer emp.)
"By far the most competent SME SaaS budgeting tool currently out there"
5/5
What do you like best about Planacy?

Great complement to our ERP system which has limited budget and forecasting capabilities. Easily integrated with both ERP and BI. Modern architecture that allow customizations. Easy to use admin and access management console. Excellent user experience, after just two hours of end user training entire team was up and running in the system. Review collected by and hosted on G2.com.

What do you dislike about Planacy?

The data model and functions of the app can in some cases limit the possibility of more extensive customizations. Review collected by and hosted on G2.com.

Verified User in Manufacturing
UM
Verified User in Manufacturing
Mid-Market (51-1000 emp.)
"Use it for budget and prognosis"
3.5/5
What do you like best about Planacy?

Using drivers

Easy to learn

Good overview Review collected by and hosted on G2.com.

What do you dislike about Planacy?

Bad performance (too slow)

Reporting possibilities poor Review collected by and hosted on G2.com.

Response from Jimmy Stenqvist Evegård of Planacy

Thanks for the input and review! And we are glad that the platform is easy to use and give you a good overview of the financial planning process. Driver-based logic can be complex and it sounds like a review of how the business logic in your solution is setup in order to make your solution and logic more performant. Regarding reporting is exciting updates 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.

Verified User in Consulting
AC
Verified User in Consulting
Mid-Market (51-1000 emp.)
"Great support and very efficient!"
4/5
What do you like best about Planacy?

The support and that you extract data directly in Excel. Review collected by and hosted on G2.com.

What do you dislike about Planacy?

It could be more user-friendly, you have to know the process names when you extract data in English. Would be great to have in Swedish. Review collected by and hosted on G2.com.

Response from Jimmy Stenqvist Evegård of Planacy

We appriciate your feedback and review! We will continue invest in the user interface for administrators and hopefully help you be even more efficient managing your financial planning going forward.

Verified User in Logistics and Supply Chain
AL
Verified User in Logistics and Supply Chain
Mid-Market (51-1000 emp.)
"We should have implemented Planacy long time ago!"
4.5/5
What do you like best about Planacy?

Low-hanging fruit; easy to implement and almost immediate payback in terms of process improvements in all aspects. Review collected by and hosted on G2.com.

What do you dislike about Planacy?

Tricky to maintain master data with poor overview of hierarchies (and how they interact) and user accesses. Review collected by and hosted on G2.com.

JS
Johan S.
Mid-Market (51-1000 emp.)
"Forecasts for a housing development company"
5/5
What do you like best about Planacy?

Its flexibility and that you can add features and customize it. Review collected by and hosted on G2.com.

What do you dislike about Planacy?

A great platform but its hard to customize for your own. Review collected by and hosted on G2.com.