The startup offers a planning platform that integrates financial and operational planning tools to streamline budget processes for medium to large enterprises. By automating manual and repetitive tasks, the platform enables companies to enhance efficiency in budgeting, forecasting, and planning activities.
Funding
$2.7M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Many medium to large enterprises still rely on manual processes and disconnected tools for budgeting, forecasting, and financial planning, leading to inefficiencies and a lack of data-driven insights. This makes it difficult to streamline financial planning processes and gain a holistic view of the business.
Solution
Planacy offers a unified platform that integrates financial and operational planning, enabling organizations to streamline their budgeting, forecasting, and planning processes. The platform automates repetitive tasks, facilitates driver-based planning, and supports scenario modeling, allowing for more efficient and data-driven decision-making. Planacy's solution provides a comprehensive view of financial data, improves collaboration across departments, and enhances the accuracy of forecasts. By minimizing manual work and improving the quality of financial plans, Planacy empowers businesses to increase engagement, ownership, and the frequency of their planning cycles.
Target Audience
Planacy is designed for medium to large enterprises across various industries seeking to streamline their financial planning processes, improve data-driven decision-making, and enhance collaboration across departments.
Features
- Driver-based forecasting to increase understanding and engagement in the business
- Automated and predictive forecasting to minimize manual work
- Scenario planning to model different outcomes and improve decision-making
- Rolling forecasts to enable a continuously updated financial outlook
- Cash flow forecasting for control over the financial picture
- Seamless integration with Excel, Google Sheets, business intelligence platforms, and ERP systems via API and pre-built connectors
- Configurable workflows to control user access and data security
- On-demand training platform for administrators and end-users