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 software systems that are based mainly on Excel spreadsheets and non-standardized data, and lay the foundations for integrated financial planning and professional financial controlling that includes transparent budget planning.

LucaNet’s financial planning and budgeting 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 standardized 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 software is 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 center and/or cost unit level
  • Excel integration for transferring planning data
  • Automatic, rules-based derivation of integrated business planning (P&L planning, balance sheet planning, liquidity planning)
  • Representation of direct liquidity planning
  • Planned transition of actual stocks
  • Planning of scenarios and forecasts
  • Graphical comparisons and diagrams
  • Management cockpit
"Financial planning and controlling made easy"

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.

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 software tool offers interfaces that are immediately usable and standardized for around 200 source systems. They're also easy to modify or extend if necessary.

Integrated financial planning

With our 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.

Integrated financial forecasting

In our 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 tool for financial consolidation.


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 planning, balance sheet planning, cashflow planning, etc. always being in themselves consistent and valid.

Only LucaNet financial plannung software simplifies complexity

financial planning and budgeting software simple set up
  • Use planning data levels in our software to put together clear visualizations of your planning variations.
  • You can set up any number of financial 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 centerpiece of the integrated financial planning in LucaNet 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 centers and the underlying planning documents. You can use it starting from any structure, as well – including direct liquidity planning.
  • In addition, LucaNet business planning software allows you to add comments or descriptions to any planning, and it's easy to upload files 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 planning software.
  • All accounting entries resulting from the loan are calculated and posted automatically.
  • In LucaNet 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 (budget planning, planning of forecasts and 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 in our planning software. 
  • In our tool 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

  • Analyze 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 software solution.

software demonstration office

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, personalized demo with no obligation – either at your offices or in an online presentation!

Schedule a live demo