Efficient financial planning without the Excel chaos
No more Excel chaos: no more creating complicated files, no more chasing Excel file versions, no more collecting plans. With the Planner app, you can plan centrally and maintain an overview at all times.
Plan Smarter.
Everything you need for fast, accurate, and collaborative planning.
The Planner app creates a central database for all your planning. Everyone involved works with the same up-to-date figures, making coordination easier, processes more efficient, and decisions more informed.
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Central database
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Everyone works on one platform with the same data – no more distributing and collecting Excel files.
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Detailed contribution margin planning
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Planning down to customer and product level for reliable target/actual comparisons – recalculations run at high performance.
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Strategic top-down planning
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Set targets top-down and combine them flexibly with bottom-up planning.
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Scenarios & Forecasts
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Create any scenarios, compare time periods, and see deviations immediately.
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Multi-year and monthly planning
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Multi-year planning, budgeting, and forecasting all in one—totals, variances, and trends calculated automatically.
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Formulas & Automations
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Formulas (e.g., sales = quantity × price), automatic aggregations, and smart recalculations directly in the report designer.
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Easy customization
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Adjust cost centers, cost types, reports, and responsible parties with minimal effort—without large IT projects.
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Real-time collaboration
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Plan simultaneously, see changes immediately, and track them at any time—for quick coordination without version chaos.
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Flexible reporting & analysis
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Drill down from the P&L to the cost center or product, interactive reports in the app, and export to PDF/Excel.
Why trust Planner?
Designed by controllers, built for real business needs
Excel is powerful — but error-prone, hard to maintain, and never truly one version of the truth
Planner was created by a Financial Controller with over 20 years of FP&A experience, combining proven best practices with secure, modern web technology.
All data is hosted in the EU, GDPR-compliant, and protected with role-based access.
Make your planning easier.
With Planner, all stakeholders work on the same numbers. No more distribution, no more errors — just clear insights and faster decisions.