A best-of-breed platform for budgeting, forecasting and planning

With Planacy, you can make budgeting and planning processes smoother and faster. You can reduce time consuming planning, improve collaboration and quality and simplify, for example, complex HR and staff budgeting.


Planacy budget

A driver-based budget process

Planacy is developed to handle complex budget processes and is completely customizable. You’ll get more control, a budget with higher precision – and more time for strategic activities.

Planacy prospects

Better prospects with simple, automatic forecasts

With Planacy you can work more proactively and continuously with operative and financial planning. You’re only a few clicks away from creating a new forecast, filling out all of the templates with relevant actuals data and (if desired) generating a forecast proposal. You can work with financial and operative planning according to the method that suits you best.

Planacy integration

Integrate with business intelligence

Planacy can be integrated with Excel or the market’s leading Business Intelligence tools such as QlikView®, Qlik Sense®, Tableau® and Microsoft Power BI®. We do not compete with world-leading BI tools. Instead, we seamlessly make sure to use them. Plan, follow up and iterate!

Get started easily

Solita’s experts have a deep understanding of business needs, budgeting, forecasting and planning processes in companies. We help you to get started with modern planning and Planacy, and utilise Planacy’s advanced features effectively.

Partner Consultant of the Year 2020

"We’re of course also proud of all of our partner consultants, but the award for Partner Consultant of the year goes to a consultant who has delivered a complete and streamlined planning process for an important customer.

He has also, with sensitivity, commitment and not least feedback contributed to our product and business development – congratulations Mats Hedberg at Solita Sweden."

Processes in Planacy

No matter which industry you are in, or which processes are most important for your business, Planacy's driver-based platform can optimise and streamline your work. The planning platform can be fully customised for your business, unique processes and needs. Selection of processes supported in Planacy:

    • Financial planning
    • Profit & loss
    • Rolling forecasts
    • Balance sheet & cash flow
    • Revenue budgeting
    • HR- and staff budgeting
    • Central cost allocation
    • Investments
    • Intercompany balances
    • Project budgeting
    • Purchase budgeting
    • Contract budgeting
    • Follow-up
    • Your unique process

Value-adding features



    Configure, monitor and control your planning process from one place.


    Model-to-model integration with powerful computational functionality, as well as internal and external revenue and cost drivers.


    Create and maintain models (templates) with a simple and powerful administration interface.


    You can both enter mathematical formulas and insert data by dragging and dropping text or numbers directly into the input fields.


    Access is based on roles and responsibilities. It can, together with users, be added from Office365, Google Account or Active Directory.


    Input comments and attach files to fully capture the rationale for each part of the forecast.


    You can define and configure how your workflow with roles and attestation flow should look in Planacy.


    Simulate and analyze the impact in the forecast. You can work with several versions such as “best-case” and “worst-case” forecasts.


    Planacy’s training platform offers a wide selection of courses for users and administrators. The platform gives you continuous access to new courses where you don’t just learn everything about Planacy, but also how to evolve your internal planning processes. Take the courses whenever you want and as many times as you want.

Planacy Rookie Success of the Year 2018

"As experts in Business Intelligence and Data Analytics, they have complemented their existing customer and value offering with Planacy. With a clear communication of value with Planacy and a high ambition to create a successful Planacy business, it has been proven in a good way to deliver brighter businesses with a more value-creating budget, forecast and planning process - both for existing and new customers. Congratulations on the Planacy Rookie Success of the Year 2018"

Interested? Contact us

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