PLANA Business Cloud 

ERP

Finance and Accounting

PLANA Business Cloud is an innovative solution offering professional financial software combined with comprehensive accounting services to transform the management of your financial processes in real-time. With its advanced functionality, the software automates routine accounting tasks, saving you valuable time and resources when processing financial documents.

Thanks to its fully cloud-based architecture, PLANA Business Cloud ensures seamless integration with your business operations while guaranteeing compliance with current regulatory requirements. The platform simplifies the generation of essential financial documents, including:

  • Income Statements (P&L)

  • Balance Sheets

  • VAT Declarations

  • VIES and Intrastat Declarations

  • Audit Files for e-commerce platforms and MOSS (Mini One-Stop-Shop)

PLANA Business Cloud is software fully compliant with the SAF-T (Standard Audit File for Taxation) standard, providing cutting-edge tools for digital accounting and auditing.

The software features an intuitive interface that significantly streamlines:

  • Document bookkeeping

  • Bank statement processing

  • Payment management

These automated functions free up time for strategic analytical activities, helping to boost the growth and competitiveness of your business.

Using cloud-based software like PLANA Business Cloud provides:

  • Maximum efficiency – through workflow optimization

  • Minimal risk of errors – thanks to automation and precise data handling

  • High data security – with the implementation of modern security technologies

Automation eliminates the need for manual data entry, reducing the risk of duplicate information to zero.

With PLANA Business Cloud, you gain comprehensive control over your company's financial flows. The software provides detailed horizontal and vertical reports, allowing you to track and analyze cash flows, income, and expenses in real-time.

The system automates key aspects of financial management, including:

  • Management of fixed assets and depreciation

  • Monitoring of inventory movements

  • Handling of multiple currencies and accounts

These features give you up-to-date and accurate insights into your receivables and payables, significantly improving accountability and financial planning strategies.

PLANA Business Cloud provides you with a complete and clear view of your company's financial health, facilitating informed decision-making and supporting effective risk management.

Purchasing, Warehouse Management and Productions

Purchasing:

Plana Business Cloud offers automated order generation based on current stock levels and forecasted demand. This ensures timely replenishment of inventory and reduces the risk of stock shortages, while optimizing the purchasing and storage processes. The system provides easy integration with various suppliers and platforms, simplifying the ordering and receiving of goods. With intelligent demand forecasting algorithms, businesses can make better purchasing decisions and reduce unnecessary costs related to excessive or insufficient stock levels.

The system also provides flexibility in inventory management, including the ability to handle consignment stock. This enables sales without the need for upfront purchases, which is particularly useful for launching new products and testing the market. With these features, businesses can quickly adapt to changing market conditions while minimizing financial risk. Automated tracking of deliveries and simplified order management enhance efficiency and transparency in the purchasing process.

Warehouse Management:

Plana Business Cloud provides comprehensive inventory management, allowing for tracking of batches, serial numbers, and expiration dates, which is especially important for industries requiring strict quality and safety standards. The system enables efficient management of multiple warehouse locations and zones, optimizing storage and handling of goods. This means businesses can organize and manage their warehouse processes more effectively, reducing the risk of errors and losses. The intuitive interface simplifies tracking stock movements and supports fast decision-making.

Additionally, the software automates several warehouse-related processes, such as generating receipts, monitoring minimum stock levels, and sending alerts for restocking needs. This automation significantly reduces administrative burden and the risk of human error, ensuring that businesses have accurate and up-to-date information on all goods and stock levels. The system is also fully compliant with regulatory requirements, which is critical for businesses in highly regulated industries.

Production:

Plana Business Cloud offers an effective solution for managing the production process, automating resource allocation, work order management, and monitoring production costs. The system enables easier planning and optimization of production lines, leading to reduced order fulfillment times and better resource management. Businesses can monitor real-time production parameters such as raw material availability and machine capacity, helping them make timely, informed decisions.

Automatic resource tracking and control over warehouse movements ensure accuracy and traceability throughout the production process. The system also generates precise reports on depreciation and fixed assets, which is especially useful for equipment maintenance and management. These features contribute to more efficient resource management and lower maintenance costs. Additionally, the ability to integrate with other systems and platforms ensures smooth communication between departments and partners, increasing coordination and overall process efficiency.

Bi & Automation

PLANA Business Cloud integrates best practices in business intelligence (BI) and automation, offering powerful tools to transform data into actionable insights. By leveraging advanced technologies such as machine learning and big data analytics, the platform facilitates informed decision-making and significantly optimizes business processes. These technologies not only improve operational efficiency but also help organizations adapt to rapidly changing market conditions.

With PLANA Business Cloud's BI modules, you can create dynamic dashboards that visualize and analyze key performance indicators (KPIs) in real time. This enables managers and department heads to track important business metrics and make timely adjustments to strategy. Interactive reports and analyses assist in making quick and accurate decisions, while automating routine tasks such as report generation, financial forecasting, and market analysis, freeing up time for strategic planning and business development.

The integration of automation ensures seamless collaboration between departments, reducing the risk of errors and improving operational efficiency. With automated processes, the organization can minimize manual, repetitive tasks, leading to faster task completion and better resource utilization. Additionally, tools for risk management, sales forecasting, and market trend analysis help leaders identify new opportunities, predict future challenges, and respond quickly to changing conditions.

By automating data collection and processing, the system minimizes human errors and provides reliable, accurate results. This is crucial in today’s fast-paced and competitive business environment, where speed and accuracy are key to success. PLANA Business Cloud blends the power of data with daily operations, providing a competitive advantage and enabling businesses to shift from reactive to proactive management. These features turn data into a strategic asset, empowering organizations to plan better and achieve sustainable growth.