Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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
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
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