Which systems does Planir connect to?
Planir connects to the ERP, accounting, CRM, data-platform and file-storage systems your entities actually run. Anything else connects through a universal API or SFTP endpoint. Each entity stays connected to its own system, and they consolidate into one governed group view.
One version of the numbers, for everyone who needs them
Planir is purpose-built for Finance teams to consolidate siloed financial and operational data into a single, trusted, real-time view for better decision making.
- Every entity, every system. The parent ERP, the subsidiary ledgers, the CRM, the data platform and the spreadsheets, all connected into one governed model rather than reconciled between six of them.
- Financial and operational together. Pipeline, usage and headcount sit beside the ledger, so plans are built on the drivers that move the business rather than a growth rate applied to last year.
- Trusted, because it is traceable. Every figure traces back to the source entry it came from, and every sync, edit, comment and approval is logged with before and after state.
- Real-time, not month-old. Persistent connections with delta syncing, so the group view is current when the question is asked rather than after the next close.
What does Planir do?
Planir plans, reports and consolidates from a single source of truth: one connected layer of governed financial and operational data. Budgets, board packs, investor reports and variance commentary all draw on the same source figures, so they never disagree with each other or with the accounting system underneath.
Plan
Budgets and forecasts built on drivers, linked across all three statements.
- ✓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
Report
Board packs, investor updates and variance commentary from live figures.
- ✓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
Consolidate
Every entity, currency and intercompany balance in one group view.
- ✓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
Use cases
From your accounting data to your board's report. From your investor update to your group budget.
Driver-based 3-way budgets your board can interrogate
Driver-based 3-way budgets and forecasts with linked P&L, balance sheet, and cash flow. Scenario modelling that flows correctly across all three statements. Every material assumption documented at the cell level, so you review and approve instead of building from scratch.
See budgeting and planning →When groups come looking for this
Nobody replaces a process that still works. These are the four changes that usually start the conversation.
An acquisition, a new country, an SPV for one project. The workbook that held eight companies is now holding nine, and the person who built it is the only one who can safely change it.
Department heads start submitting their own numbers. Version control quietly becomes somebody's job, and the budget stops being one file.
A board that met quarterly starts meeting monthly. An investor wants the same pack on the same date, with the prior period restated the same way every time.
Not what the group made, but what each site, lane or product line made. The question is reasonable and the answer takes three days.
What Finance teams say
Common questions
Who Planir is for, why Finance teams pick it, and what working together actually looks like.
Who is Planir built for?
CFOs and FP&A teams with multiple currencies, mixed systems and real governance obligations. They have outgrown spreadsheet-based finance but do not want a six-month, six-figure enterprise implementation programme.
The defining characteristic is not size. It is the gap between the complexity a business already carries and the tooling its Finance team has to handle it with. That gap usually shows up as:
- Multiple entities, typically across more than one country and currency, and often on different systems following an acquisition.
- A real ERP estate, with a primary ERP at the parent and other systems running at subsidiary level.
- A fixed reporting obligation: a board or investor pack on a cadence that does not move.
What separates Planir from spreadsheets, dashboards and enterprise FP&A tools:
- Excel-friendly, not Excel-hostile. Clean import and export with no formatting losses, and spreadsheet conventions preserved in the interface.
- Multi-entity consolidation built in. Run a parent on NetSuite and a subsidiary on Sage Intacct or Dynamics 365 Business Central in one view, with intercompany eliminations and multi-currency applied automatically.
- Governance your board can defend. Audit-grade controls as standard, not enterprise add-ons.
Why do Finance teams choose Planir?
Three things, in the order they matter during an evaluation.
- Agents do the construction work. Budget, Forecast, Report and Dashboard agents prepare the first draft with their reasoning documented at cell level. Finance reviews, adjusts and approves. Nothing is final until someone signs it off.
- End-to-end workflow, from input to approval. Budget owners and entity controllers submit into the governed model instead of emailing workbooks. Review threads attach to the numbers they concern, approval routes to defined owners, and cycle status is visible without chasing five people.
- Agile multidimensional planning. A cube-based model gives you the structure enterprise planning platforms are built on, without the modelling programme they require first. Entity, department, product line, region, cost centre and project defined in minutes, with variance available on any slice.
How would we work together?
We do not start by asking you to adopt a complete FP&A platform. We start by validating Planir against one priority Finance workflow.
- 1Select the workflow. Usually the monthly multi-entity consolidation and group reporting pack, or the board pack. Painful, recurring, and measurable inside a single cycle, which is what makes it provable.
- 2Define success. In writing, before anything is built: what has to be true at the end, which entities and systems are in scope, and who signs it off. A validation that cannot be declared successful is not a validation.
- 3Validate with your own data. Your entities, your chart of accounts, your currencies, your last closed period. Finance confirms the numbers tie before anyone discusses a wider rollout.
The scoping session is free. The validation itself is scoped, priced and time-boxed, with a defined decision point at the end.
What does implementation actually involve?
Four stages, scoped around one priority workflow rather than a platform migration. Weeks, not the three to six months an enterprise EPM programme requires.
- 1Align on the scope. Confirm the workflow, the success criteria, the entities, the users and the integrations required, in writing, before any configuration begins. This is where the engagement is won or lost.
- 2Connect and configure. Connect the source systems, map the chart of accounts across entities with agent assistance, and configure the reports or planning model the agreed workflow needs.
- 3Validate with Finance. Reconcile the numbers against your existing process, test the business rules, and confirm the output meets the agreed requirements. If you want to run it in parallel for a cycle, that is the plan, not an objection.
- 4Go live and expand. Train users, support the first live cycle, and add further workflows when the team is ready, not before.
Is it governed to a standard the board and the auditor accept?
Planir protects your financial data through SOC 2 Type II certification, role-based access, and a complete audit trail. ISO 27001 certification is in progress.
- Complete audit trail. Every data sync, agent action, user edit, workflow step and configuration change, timestamped and attributed, with before and after state. When the board asks what changed between v3 and v4, there is an answer.
- Role-based access and Security by Measure. Controlled by company and GL account, and at the measure and field level across financial, non-financial and calculated measures, so each business unit inputs and sees only its own slice of one governed model.
- Data lineage to source. Every figure in the final report traces back to the source ERP entry it came from. Planir reads from your systems and never writes back, so the ledger stays the system of record.
Designed against SOX, ISA 610 and PE-grade governance requirements. See the full security picture →