PlaniFi is your trustful partner for Financial Planning & Analysis, we are a Platform as a Service and applications company that builds, licenses and bundles a portfolio of planning, analytics, and consolidations solutions: the decision-making platform for your business.

Our offering ranges from “ready to go within 2 days” FP&A Cloud to more detailed business planning and reporting solutions to the only platform delivering planning, consolidations and sophisticated analytics within one environment.

Mission

PlaniFi intends to change the world for your Small and Medium-sized business so you can seize opportunities for growth like Wall Street leaders do.

We have condensed a process down to the common denominator across our many customers, packaged it up on the world’s most trusted technology platform, and now offer this service to companies who deserve better than Spreadsheets and PowerBI.

We also support your growth along the way building extensions to your standard solution and promise you one other thing: you will not outgrow our solution, even if you outgrow all your competitors (which we gladly will support!).

Facts & Figures

Our team consists of experienced finance professionals with a combined 100 years of FP&A wisdom to serve you best. Most of us used to work in FP&A functions before moving into technology: we are “CPAs gone geek”.

With Headquarters in Chicago, IL and Montréal, Canada, we serve customers across the globe and in all industries. Our experts help you with your financial decision-making based on where you are.

The wisdom of 100+ customer projects went into our solutions, that you can leverage as quickly as within 48 hours.

Our Promise

PlaniFi will be the only Decision-Making Platform for your business you will ever need. Your team and your board deserve better than Spreadsheets and other “tools”, so embark your journey from good to great with us. You will never outgrow your new solution.