Planacy helps businesses become more efficient and profitable by making budgeting, forecasting, and planning much easier.

Modern and innovative platform, accessible directly in the web interface and created for budgeting, forecasting, and planning, offers companies access to a simpler and safer processing, but which brings more added value to the beneficiary company. It is a platform that also allows the rapid and consistent adaptation of the planning and budgeting processes, considering the growth and development of the beneficiary company. Planacy can be customized according to the needs and processes of each individual company. This flexibility and configurability make Planacy an efficient and innovative solution, as evidenced by the more than 60 companies that already benefit from its capabilities.

A flexible and dynamic platform, Planacy is based on a multitude of features, and the most important ones are:

Planacy‘s FAST DEPLOYMENT allows it to integrate with other existing systems and supports end users by making their jobs much easier. The platform is structured in such a way that it adapts to the business needs, processes, and budgeting methods of the use.


Planacy‘s structured workflow always ensures that the budgeting process is proceeding according to plan. Planacy provides ongoing support for this workflow, enabling data entry, enabling attestations and data approvals. This ensures that both budgets and forecasts are presented, validated, returned, and approved on time.


Ease of use at the control, administration, and overview levels allow configuration, monitoring, and control of planning processes through a powerful administrative interface. So, you can reuse previous work (already existing templates), analysis conditions, user hierarchies and managing budgets and forecasts. The automation process reduces manual and repetitive work and helps to achieve a reliable and better controlled process compared to working in Excel for example.

For customers who want to avoid static annual planning, Planacy offers dynamic and operational forecasting.

Planacy can be integrated with the most modern BI platforms (Qlik, Tableau, Power BI). The platform can be easily reconfigured and customized according to the business and the processes involved.


By integrating Planacy with the BI platform (in this case – Qlik), you benefit from a coherent analysis, reporting, budgeting, forecasting, and planning solution. Analyzes are customized according to requirements, and data quality is ensured through BI and/ or Data Warehouse.


The Planacy platform is web-based and seamlessly integrates with the Qlik BI platform – together they offer the best possible facilities for much simpler, yet much more valuable, planning.

Integrating the Planacy platform with Qlikleverages existing investments in modeling and analytics applications and provides a cohesive solution for analytics and reporting, along with budgeting, forecasting, and planning.

Any user gets support for all types of planning (financial budgeting, fixed/rolling forecasts, sales/purchase planning).

Perfect integration with QlikView™ and Qlik Sense™ enables collaborative and continuous business planning.

Planacy is a Qlik™ Technology Partner. This technical partnership between Qlik™ and Planacy brings value to customers through innovative integration between the two platforms and reusing the know-how gained in implementing Qlik™ in the new planning context !

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