The complete FP&A platform for finance teams

Connect every source your financial data lives in. Plan, report, and analyse in one platform built for the way Finance Controllers and CFOs actually work.

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YOUR DASHBOARD

FINANCIAL PERFORMANCE DASHBOARD

Track your KPIs, drill into financials, and explore consolidated insights across all entities in real time

For the Month ending Jun 2025 Base Scenario Base Case
PROFIT & LOSS ↓ +
Total Revenue
$487.2K
↑ +38.4% vs Jun 2024
Gross Margin
92.8%
↑ +3.6% vs Jun 2024
EBITDA
$97.4K
↑ +142.5% vs Jun 2024
Net Margin
13.5%
↑ +94.2% vs Jun 2024
Revenue vs Expenses
Net Profit Margin Revenue Operating Expenses
$0.0k $150.0k $300.0k $450.0k $600.0k -40.0% -20.0% 0.0% 20.0% 40.0% Jul 2024 Oct 2024 Jan 2025 Apr 2025 Jun 2025
Gross Profit Margin Trend
Gross Profit Margin
65.0% 80.0% 95.0% 100.0% Jul 2024 Oct 2024 Jan 2025 Apr 2025 Jun 2025
EBITDA Trend
EBITDA
$0.0k $40.0k $80.0k $120.0k Jul 2024 Oct 2024 Jan 2025 Apr 2025 Jun 2025
Profit & Loss Summary
Jul 2024 Aug 2024 Sep 2024 Oct 2024 Nov 2024 Dec 2024 Jan 2025 Feb 2025 Mar 2025 Apr 2025 May 2025 Jun 2025
Revenue 312,400 328,900 341,200 358,600 372,300 389,500 402,800 418,400 437,100 451,900 468,300 487,200
SaaS Subscription Revenue 312,400 328,900 341,200 358,600 372,300 389,500 402,800 418,400 437,100 451,900 468,300 487,200
Cost of Goods Sold 28,116 28,943 30,367 30,840 31,646 32,718 32,627 33,472 34,531 34,796 35,123 35,078
Subscriptions 28,116 28,943 30,367 30,840 31,646 32,718 32,627 33,472 34,531 34,796 35,123 35,078
Gross Profit 284,284 299,957 310,833 327,760 340,654 356,782 370,173 384,928 402,569 417,104 433,177 452,122
Trusted by Finance Controllers and CFOs at funded, governed, and multi-entity businesses

Plan, Report, Consolidate in one platform

One governed financial layer underneath every workflow. No more reconciling between spreadsheets, dashboards, and reporting tools.

MANAGE CONNECTIONS
Data Connections + Add Connection
CONNECTED PLATFORMS
x
Xero
4 companies · Synced · 1 sync error
Connected Sync Now
COMPANYTYPESTATUSACTIONS
RSRoger's SaaS Co
Single Entity Synced Sync Now
BKBlue Kite Ventures
Single Entity Synced Sync Now
AVAILABLE TO ADD
qb
QuickBooks Online
Connect from QuickBooks Online.
Add
E
Excel
Upload financial data.
Add

Plan

  • 3-way budgeting linked across P&L, balance sheet, and cash flow
  • Driver-based modelling from units, headcount, and operational drivers
  • Scenario analysis with multi-variable what-if modelling
  • Investor-grade projections with documented assumptions
ANALYSE
EXECUTIVE SUMMARY
Track your KPIs, drill into financials, and explore consolidated insights across all entities in real time
✦ AI FINANCIAL HEALTH ASSESSMENT
Margin Expansion Lifts June 2025 to Record Profitability
June 2025 was the strongest month in the trailing twelve months, with operating expenses held at 72.8% of revenue, down from 74.2% in May 2025. Disciplined cost control lifted EBITDA to a positive $97,400 and a net profit margin of 13.5%.
Op Expense Ratio
72.8%
↓ 1.4 pts
Net Profit Margin
13.5%
↑ 1.6 pts
EBITDA
$97.4K
↑ +13.7%
NI Growth
+18.0%
↑ vs May
Free Cash Flow
$112.5K
↑ +16.2%

Report

  • Board pack and investor update generation
  • Variance commentary using the SIAR framework (Signal, Impact, Analysis, Recommendation)
  • Account-level root cause drill-down to the underlying transactions
  • Anomaly detection across every transaction
  • KPI dashboards across financial and operational metrics
  • Brandable, unlimited reports with PDF and Excel export
ANALYSE
ACCOUNT INTELLIGENCE
Surface insights into account performance and trends
Current Net Cash Flow
412,800
Jun 2025
Comparison Cash Flow
318,500
May 2025
Absolute Change
+94,300
↑ +29.6%
Trend Direction
Improving
Strong growth
Root Cause Analysis
Healthy Cash Generation
Net income grew to $65,772, a positive variance of $10,044 compared to prior period.
Strong Operational Cash Flow
Consistent customer invoicing across all four entities drove $412,800 in operating cash flow.

Consolidate

  • Real-time consolidation across entities and accounting systems
  • Intercompany eliminations for loans, management fees, and trading
  • Multi-currency conversion at closing rate for balance sheet, average rate for P&L
  • Unified chart of accounts mapping across the group
  • Drill from any consolidated figure to the source entity, account, and transaction

Built for the way finance teams actually work

What separates Planir from spreadsheets, dashboards, and enterprise FP&A tools.

01

Excel-friendly, not Excel-hostile

Replace what is broken about Excel. Keep what works.

  • ✦Clean import and export, no formatting losses
  • ✦Spreadsheet conventions preserved in the interface
02

Multi-entity consolidation built in

Run a parent on NetSuite and a subsidiary on Xero in one view.

  • ✦Real-time consolidation across entities and accounting systems
  • ✦Intercompany eliminations and multi-currency, applied automatically
03

Governance your board can defend

Audit-grade controls, not enterprise add-ons.

  • ✦Audit trail on every change, with timestamp and user
  • ✦Role-based access by company and GL account

Use cases

From your accounting data to your board's report. From your investor update to your group budget.

The financial section of every monthly investor update

P&L, balance sheet, cash position, KPI dashboards, and structured commentary generated from your live accounting data. You add the strategic update and send.

See investor reporting →
Plan
Profit & Loss Statement
Revenue and Expense Analysis
Account Jan 2025 Feb 2025 Mar 2025
▼ Revenue 402,800 418,400 437,100
SaaS Subscription 402,800 418,400 437,100
▼ Cost of Goods Sold 32,627 33,472 34,531
Gross Profit 370,173 384,928 402,569
▼ Operating Expenses 325,865 337,230 350,554
Net Income 44,308 47,698 52,015

Customer outcomes

5X
Faster quarterly forecast
”
The Budget Agent built our quarterly forecast across the Singapore and regional entities with every assumption documented. We reviewed the logic in an afternoon instead of building from scratch over a week.
Wei Lin Tan
Regional Finance Controller, Epson
3X
Faster investor reporting
”
Our investor pack used to take three days to build. The financial section now generates from our live data, and I add the strategic update. The board sees the same structure every month.
Priya Raman
Head of Finance, Fonterra
”
The Report Agent eliminated our bottleneck. What used to take our team two weeks now takes two days, and the board gets consistent, auditable reports every month.
Sarah Mitchell
CFO, Mellow Sleep
”
Consolidating eight entities across three currencies used to break Excel by quarter-end. The intercompany eliminations, multi-currency conversion, and group budget all sit in one place now.
Daniel Koh
Group Finance Controller, KRU

Connected wherever your financial data lives

Direct connections to your accounting system or ERP, with delta syncing and no monthly export-upload cycle.

See all integrations →
Xero
QuickBooks Online
NetSuite
Excel

See Planir with your own data

Bring your live accounting data. Leave with a budget, a forecast, and the financial section of your next board pack.

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