For dependable planning figures

The financial planning and budgeting software

Put your trust in controlling software that’s not beholden to a particular industry and covers all the aspects of business planning. Say goodbye to traditional planning systems that are based mainly on Excel spreadsheets and non-standardised data and lay the foundations for integrated financial planning and professional financial controlling that includes transparent budget planning.

LucaNet’s financial planning and controlling software has achieved top rankings in BARC’s Planning Survey, having particularly impressed judges in the data transfer, user friendliness and performance categories. Since it’s based on a standardised system, LucaNet business planning software puts you in a position to automate your budgeting and financial planning processes and manage them in flexible ways.

Just what you need in financial planning software for controlling

Our integrated financial planning and budgeting softwareis sure to be the right tool for you thanks to all the functions it offers, which include:

  • Dynamic planning on a monthly, quarterly and annual basis
  • Definition of planning periods of any length of time
  • Predefined planning forms including business logic
  • Sub-plans at the cost centre and/or cost unit level
  • Excel integration for transferring planning data
  • Automatic, rules-based derivation of integrated business planning (P&L, balance sheet, liquidity)
  • Representation of direct liquidity planning
  • Planned transition of actual stocks
  • Scenarios and forecasts
  • Graphical comparisons and diagrams
  • Management cockpit


video software demonstration planner

An intelligent financial planning and budgeting tool:

How LucaNet software can benefit you

Automated budget planning

LucaNet budget planning software aids users like you in developing detailed planned time series using a range of forecast wizards. Along with operational planning aspects of your profit and loss statements (such as sales, project, and HR planning), you can generate detailed plans for your budgeting, including for investments and borrowing.

Integrated financial planning

With our financial planning and controlling software, you can automatically calculate the effects your budget planning will have on your profit and loss statement, balance sheet, and liquidity. The parameters for the automated generation of integrated financial planning incl. direct liquidity planning are defined in accounting rules and payment modalities.

Data transfer

Leave complex data integration processes behind. With LucaNet controlling software, accessing information from the upstream databases of financial accounting, HR and CRM systems couldn’t be simpler. LucaNet financial planning software offers interfaces that are immediately usable and standardised for around 200 source systems. They're also easy to modify or extend if necessary.


You can count on us: The data model behind LucaNet financial planning and budgeting software has been tested in accordance with the ISAE 3000 auditing standard, with evaluations of P&L, balance sheet, cashflow etc. always being in themselves consistent and valid.

Integrated forecasting

In our financial planning software you can easily derive scenarios and (rolling) projections from your existing planning. These can be contrasted against each other and valued using flexible views.


LucaNet's bidirectional MS Excel integration guarantees you additional flexibility, whether it's in planning or report creation. If you require a consolidated perspective within the context of a group, our financial planning software can be flexibly enhanced with our financial consolidation software.

9 surefire steps to devising the perfect financial plan

  • Define your planning elements (locations, cost centres, projects, customers etc.) with just a few clicks.
  • Entering a planning period is also very easy with our financial planning software.
  • LucaNet financial planning software makes importing your actual data from the relevant source systems a snap.
  • Put together sub-plans that cover sales, expenses, investments, borrowing and more.
  • In doing so, with our financial planning software you can use predefined templates for mapping your sub-plans.
  • To finalise your planning, start by entering your centralised or decentralised planning data.
  • Aggregate your planning data from the individual plans into one transparent overall plan.
  • With our financial planning software, it’s easy to make the transition to integrated balance sheet and liquidity planning.
  • It’s also possible to define payment modalities.
  • Automate the transition of open items from actual to planning status.
  • If necessary, you can combine the planning of your individual companies into group planning (consolidation).
  • Create meaningful reports and analyses with ease.
  • Map scenarios and intrayear updates to planning (forecasts) with ease.

Only LucaNet financial planning simplifies complexity

financial planning and budgeting software simple set up
  • Use various planning dimensions in our financial planning software for clear visualizations of your planning variations and models.
  • You can set up any number of planning data levels for budgets, forecasts and scenarios and then juxtapose them in comparison views.
  • It’s also possible to define any planning period you wish.
financial planning and budgeting software transition balance liquidity
  • The balance sheet and cash flow statement used for planning are fully automated on the basis of payment modalities and accounting rules and are derived from the planning (expenses, income and capital expenditure) in real time.
  • Accounting rules are the centrepiece of the integrated financial planning in LucaNet controlling software.
  • All accounting rules can easily be retrieved and adopted in all subsequent planning processes.
financial planning and budgeting software transparency
  • The drill-down function is also available throughout the planning process, from the group and company levels to cost centres and the underlying planning documents. You can use it starting from any structure, as well – including direct liquidity planning.
  • LucaNet financial planning software allows you to add comments or descriptions, track who makes changes, and upload support documentation in a variety of formats (e-mail, PDF, Excel, etc.).
financial planning and budgeting software loan planning app
  • A wizard is also available for the planning of (intercompany) loans.
  • All the data relating to a loan (amount, repayment, interest, charges, etc.) can be entered in a clearly arranged format in our financial planning software.
  • All accounting entries resulting from the loan are calculated and posted automatically.
  • In the LucaNet financial planning software, you will receive a transparent overview that covers the entire loan term (and not only the current planning period).
financial planning and budgeting software comparison commenting
  • The different planning variations (budgets, forecasts, scenarios) can be compared and analysed in freely configurable display modes. 
  • Difference columns with sparklines, a traffic light function and a commenting function are also available in our planning software.
  • In our financial planning software you can add a comment to each individual value or difference.

A professional enhancement for your LucaNet software

App: Business valuation

  • Mapping common processes in business valuation
  • Process-dependent calculation of weighted average cost of capital (WACC)
  • Automated sensitivity analysis when various valuation parameters change

App: Maturity analysis

  • Analyse open items by category and maturity
  • Drill down to the individual posting level
  • Move open items to your plan based on calculated payment statistics

Would you like to learn more about our apps? If so, get in touch with for all the details on your very own custom solution.

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Learn even more about our integrated financial planning and controlling software

Want to see our software for controlling, financial planning and budgeting in action? Are you also interested in finding out where and how LucaNet software can offer you support that goes beyond P&L, balance sheet and liquidity planning, financial controlling and budgeting?

We’d be pleased to offer you a live, personalised demo with no obligation – either at your offices or in an online presentation!

Schedule a live demo