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Description

Planacy's unwavering objective is to provide the leading FP&A-platform on the market, revolutionizing the way businesses operate and contribute to better performing businesses. As the leading challenger for data-driven Financial Planning Planacy provide an innovative, powerful and fully customizable platform that simplifies more efficient and value-creating budget, forecast and planning processes. Planacy enables higher engagement and accountability in the business over the financial forecasts and targets. The platform - with 100% focus on driver-based planning - makes it easier to work more proactively and to always have access to an updated financial forecast that can function as a more well-functioning strategic management instrument.

Description

The Precise API delivers vital information regarding the financial status of business clients, encompassing historical data, current performance metrics, and future projections. Designed to integrate seamlessly with all major accounting platforms, the Precise API features real-time push and pull capabilities, making it an excellent choice for financial institutions, lenders, and fintech companies servicing small to medium-sized enterprises. In addition, the Predict as a Service add-on enhances the functionality of the Precise API by offering a sophisticated, white-label cash flow forecasting and scenario planning platform tailored for your business clients. By implementing a cash flow solution, you can ensure that your clients remain engaged with your brand, fostering a connection to their essential business data and financial requirements. This not only strengthens client relationships but also positions your offerings as indispensable tools for their financial management.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Clio No 
Clover No 
Exact Online No 
FreeAgent No 
Harvest No 
MYOB AccountRight No 
MYOB Acumatica No 
Microsoft Dynamics 365 No 
PayPal No 
Plaid No 
QuickBooks Desktop Pro No 
QuickBooks Online No 
Reckon One No 
Saasu No 
Shopify No 
Stripe No 
Tally Shoper 9 No 
Wave Accounting No 
Xero No 
Zoho Books No 

Integrations

Clio Yes 
Clover Yes 
Exact Online Yes 
FreeAgent Yes 
Harvest Yes 
MYOB AccountRight Yes 
MYOB Acumatica Yes 
Microsoft Dynamics 365 Yes 
PayPal Yes 
Plaid Yes 
QuickBooks Desktop Pro Yes 
QuickBooks Online Yes 
Reckon One Yes 
Saasu Yes 
Shopify Yes 
Stripe Yes 
Tally Shoper 9 Yes 
Wave Accounting Yes 
Xero Yes 
Zoho Books Yes 

Pricing Details

925€ /month for up to 10 users
Free Trial No 
Free Version No 

Pricing Details

$5 per month
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Planacy

Founded

2015

Country

Sweden

Website

planacy.com

Vendor Details

Company Name

Forwardly

Founded

2022

Country

United States

Website

www.forwardai.com/precise

Product Features

Budgeting

"What If" Scenarios Yes 
Asset Planning No 
Balance Sheet Yes 
Capital Asset Planning No 
Cash Management No 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger Yes 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 
Project Budgeting Yes 
Run Rate Tracking Yes 
Version Control Yes 

Sales Forecasting

Competitor Analysis No 
Correlation Analysis No 
Dashboard No 
Dynamic Modeling No 
Exception Reporting No 
Graphical Data Presentation No 
Modeling & Simulation No 
Performance Metrics No 
Sales Trend Analysis No 
Statistical Analysis No 

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