For dependable planning figures

Software for transparent financial planning and efficient budgeting

Place your trust in professional software that is not beholden to a particular industry but rather covers all 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 professional financial controlling that includes transparent budget planning and integrated financial planning.

LucaNet’s budgeting and financial planning software earned top rankings in BARC The Planning Survey and particularly impressed judges in the categories of data transfer, user friendliness and performance. Because it’s based on a standardised system, LucaNet puts you in a position to automate your budget and financial planning processes and manage these in a flexible way.


video software demonstration planner

How to automate your budget and financial planning

Standout features of our financial planning software

Software for integrated financial planning must meet a range of specific requirements.

  • 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
lucanet software brochures

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How LucaNet software makes your financial and budget planning easier

Automated budget planning

Our software helps users to develop detailed, planned time series using a range of forecast wizards. You can generate operational planning aspects in your profit and loss statements and detailed plans for your budgeting.

Integrated financial planning

Our planning tool automatically calculates the effects on your profit and loss statement, balance sheet, and liquidity based on your budget planning.

Data transfer

LucaNet software takes information from upstream databases and offers interfaces that are immediately usable and standardized for around 200 source systems.


The data model behind LucaNet software has been tested in accordance with the IDW PS 880 auditing standard, with evaluations of P&L, balance sheet, cashflow, etc.

Integrated forecasting

Scenarios and (rolling) projections can be derived on the basis of existing planning. These can be contrasted against each other and evaluated using flexible display options.


Bidirectional MS Excel integration with LucaNet software guarantees users additional flexibility, whether with planning or with report preparation.

Your pathway to success in financial planning

  • Definition of the planning elements (locations, cost centres, projects, customers, etc.)
  • Definition of the planning period
  • Sub-plans comprising planning for sales, expenses, investments, borrowing, etc.
  • Preconfigured templates to represent all sub-plans
  • Centralised or decentralised collection of planning data
  • Aggregation of planning data from the individual plans to make one overall plan
  • Transition into integrated balance sheet and liquidity planning
  • Definition of payment modalities
  • Transition from actual to planning status of open items
  • If necessary, intra-group reconciliation of planning runs from all individual companies into a group planning run
  • Generation of evaluations and reports
  • Representation of scenarios and updates over the course of the year up to planning (forecast)

Only LucaNet software simplifies complexity

financial planning and budgeting software simple set up
  • Planning variations are mapped on planning data levels.
  • An unlimited number of planning data levels can be set up for budgets, forecasts and scenarios and then juxtaposed in comparison views.
  • The planning period is freely configurable.
financial planning and budgeting software transition balance liquidity
  • The planning balance sheet and planning 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 our 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 financial planning process, from group level to company level all the way down to the relevant planning document - this function is available in all structures, e.g. direct liquidity planning.
  • Comments and descriptions can be added to each planning. Different file types (in e-mail format, PDF, Excel files, etc.) can be uploaded easily.
financial planning and budgeting software loan planning app
  • A wizard is also available for the planning of (intercompany) loans.
  • The data relating to the loan (amount, repayment, interest, charges, etc.) can be entered in a clearly laid-out form.
  • All accounting entries resulting from the loan are calculated and posted automatically.
  • 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 (budget, forecasts, scenarios) can be compared and analyzed in freely configurable display modes.
  • Difference columns with sparklines, a traffic light function, and a commenting function are also available.
  • A comment can be added to each individual value or difference.

Would you like to learn a bit more about LucaNet’s unique planning and budgeting software?

Request a live demo