planyourbusiness Finance is a solution for integrated corporate planning from Datalizard AG. According to the vendor, it brings budgets, forecasts and multi-year planning together on one shared data basis, with different departments working on the same plans. Plan values are captured centrally, consolidated automatically and linked to actuals from ERP or financial accounting. The modules include general ledger, consolidation, sales planning, project planning, personnel planning, capital planning, cost accounting and accounting standards. The site describes the product as a cloud solution and names sectors such as energy supply, waste-to-energy plants, financial services and real estate services.
Datalizard AG is headquartered in Dietikon, Switzerland, and the product runs on the datalizard platform from the same vendor. Where the cloud data is hosted is not stated, so ask the vendor. Switzerland is not an EU member state, but it is an EFTA country with an EU adequacy decision. No foreign parent company is mentioned. Also ask for a data processing agreement.