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Planacy - New SaaS Software

Planacy Reviews in January 2025: User Ratings, Pros & Cons

Efficient financial planning made simple.

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Planacy offers custom pricing plan

Planacy Reviews & Ratings

Rating Distribution

Excellent

(24)

Very Good

(8)

Good

(1)

Poor

(0)

Terible

(0)

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Showing 1-10 out of 33

DH

Daniel H

02/20/24

5 out of 5

"When Excel is not good enough"

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 What do you dislike about Planacy? Nothing particular, works great together with our Qlik BI What problems is Planacy solving and how is that benefiting you? Getting the scenario based budget to cover the hole ...

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DH

Daniel H

02/20/24

5 out of 5

"When Excel is not good enough"

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 What do you dislike about Planacy? Nothing particular, works great together with our Qlik BI What problems is Planacy solving and how is that benefiting you? Getting the scenario based budget to cover the hole ...

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AU

Anonymous User

11/22/23

5 out of 5

"Planning platform"

What do you like best about Planacy? Its a very flexible system, it has allows us to customize every step of the forecasting process to our needs and its 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. What do you dislike about Planacy? It's ...

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AU

Anonymous User

11/22/23

5 out of 5

"Planning platform"

What do you like best about Planacy? Its a very flexible system, it has allows us to customize every step of the forecasting process to our needs and its 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. What do you dislike about Planacy? It's ...

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JL

Jonas L

11/21/23

4 out of 5

"Delivers according to promises"

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 ...

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PB

Patrik B

11/20/23

4 out of 5

"Four year experiance of budget and forecasting through planacy"

What do you like best about Planacy? It is easy to understand and I'd you are comfortable with Excel, it will be with Planacy 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 expansive than it should be when doing changes What problems is Planacy solving and how is that benefiting you? Minimizing human errors and make the aggregation really easy and quick

AU

Anonymous User

11/20/23

4 out of 5

"Great support and very effecient!"

What do you like best about Planacy? The support and that you extract data directly in excel. 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. What problems is Planacy solving and how is that benefiting you? I started when Planacy already were implemented so i do not know.

JG

Jon G

11/15/23

4 out of 5

"Very good when it is setup,but way to difficult to update/change things."

What do you like best about Planacy? It is stable. You can easily see status of the business. There are a lot of ways to tailor made the solution. What do you dislike about Planacy? When something is updatde there are too many places you need to change. Even the smallest change is difficult to implement. Almost everytime something is change there are som places, forms etc that are not updated. What problems is Planacy solving and how is that benefiting you? Forecast in a system and the ...

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AU

Anonymous User

11/14/23

3.5 out of 5

"Use it for budget and prognosis"

What do you like best about Planacy? Using drivers Easy to learn Good overview What do you dislike about Planacy? Bad performance (too slow) Reporting possibillities poor What problems is Planacy solving and how is that benefiting you? Reliable budgeting

AU

Anonymous User

11/13/23

5 out of 5

"Planacy review"

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! 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. What problems is Planacy solving and ...

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