deFacto Planning Software


deFacto Planning is a corporate planning solution that offers budgeting, forecasting, reporting, consolidation, analysis and predictive analytics. It allows users to view the overall financial health of their company, in real time, based on past, present and future perspectives across all functional areas including finance, tax, sales, supply chain, operations and others.

deFacto Planning can be deployed on-premise, in the cloud or in a hybrid environment. Also, businesses have the ability to switch from one to another based on their current IT strategy.

Built on Microsoft technology, deFacto Planning utilizes Excel, Office 365 and SQL Server with Analysis Services. Excel is the main user interface, but web and mobile interfaces are also included with the product.

It is suitable for clients ranging from midsize to enterprise-level across all industries. Support is offered via phone, email and an AI personal assistant.


deFacto Planning - Custom views
  • deFacto Planning - Custom views
    Custom views
  • deFacto Planning - Input template
    Input template
  • deFacto Planning - Machine learning predictive modeling
    Machine learning predictive modeling
  • deFacto Planning - Reports
  • deFacto Planning - HR planning
    HR planning
  • deFacto Planning - Variance report
    Variance report
Supported Operating System(s):
Web browser (OS agnostic), Windows 10

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