Board Pack Generation

Why choose Planir for board pack generation

Three reasons Finance Controllers and CFOs at board-governed businesses move their board pack financial section to Planir.

From days to hours

The financial section generated from your live data, not rebuilt from scratch every quarter.

Variance your board can interrogate

Sliced by department, product line, and entity. Drill from headline number to source transaction.

Same structure, every cycle

Quarterly comparability built in. Brandable PDF output. Audit trail on every figure.

How it works

The board pack cycle in Planir

Four steps from connected data to board-ready financial section.

Connect

Direct connection to your Xero, QuickBooks, NetSuite, or Dynamics 365. Setup in minutes for cloud accounting, hours for ERPs.

Generate

Quarterly P&L, balance sheet, cash position, variance analysis, KPI dashboards, and forward-looking projections, generated from your live data.

Curate

Adjust the variance commentary, refine the projections, and add the strategic narrative only you can write.

Send

Branded board pack financial section, ready for the meeting. Same structure next quarter, no rebuild.

Quarterly board pack ready in hours

Our quarterly board pack used to consume the entire week before the meeting. The financial section alone took three days, with variance commentary written from scratch each cycle. Now the financial section generates from our live data, the variance analysis is sliced the way our board reads it, and I spend that week on the strategic narrative instead.

Wei Lin Tan

Regional Finance Controller, Epson. Quarterly board reporting across multi-entity APAC operations.

How Planir powers your board pack

The capabilities behind every quarterly board pack financial section.

Connected to your accounting data, always current

Persistent live connection, delta sync, no quarterly export-upload cycle.

✦Xero, QuickBooks, NetSuite, and Dynamics 365 supported
✦Multi-entity groups across mixed accounting systems
✦Numbers in every report trace back to source accounting data

Connected Platforms

Xero

2 companies • Synced

Roger's SaaS Co

Single Entity

Synced

Blue Kite Ventures

Single Entity

Synced

Variance analysis your board can interrogate

Sliced by department, product line, and entity. Drill from headline number to source.

✦Variance against budget, prior period, and prior year
✦Dimensional analysis across department, product line, and region
✦Drill-down from consolidated figure to source transaction

Variance Analysis

SaaS Subscription Revenue

May vs Jun 2025

Account	May	Jun	Var
Revenue	421.16K	487.18K	+66.03K
COGS	14.93K	34.86K	-19.93K
Gross Profit	406.23K	452.32K	+46.09K

Comments

Signal:

SaaS Revenue up 15.7% MoM. Largest gain in TTM.

Forward-looking projections grounded in reality

Forecasts and scenario projections built on your live data, with documented assumptions.

✦Rolling forecasts updated against live actuals
✦Scenario projections with documented driver assumptions
✦Cell-level justifications your board can interrogate

Cash Flow

12-Month Projection

Account	Jun	Jul	Aug
Cash at Beginning	$11.9M	$11.1M	$11.2M
Operating Cash Flow	-$817K	+$122K	-$167K
Cash at End of Period	$11.1M	$11.2M	$11.1M

Analysis

Change in Accounts Receivable

Current

$385.94K

Highest

$560.36K

Lowest

-$448.50K

Average

-$0.00

$560.36K

-$448.50K

Selected Period: Jul 2025

Forecast

Comments

Commenting on Jul 2025 • Base Case

Add a comment…

Board-ready output, every cycle

Brandable PDF. Comparable quarter-over-quarter. Audit trail built in.

✦Cover pages, colours, typography, and section structure to your brand
✦Identical reporting structure across quarters and years
✦Audit trail captures every sync, override, and approval

Plan

Cash Flow Statement

For the ending

Account	Jun 2025	Jul 2025	Aug 2025
Cash at Beginning of Period	$11,903,962	$11,106,336	$11,228,706
Cash Flow from Operating Activities	($817,657)	$122,371	($166,932)
Net Change in Cash	($797,627)	$122,371	($166,932)
Cash at End of Period	$11,106,336	$11,228,706	$11,061,774

Everything Planir supports for board pack generation

Native capabilities, available from day one.

Quarterly board pack financial section generation

P&L, balance sheet, cash position, variance analysis against budget and prior periods, and KPI dashboards all generated from your live data. Variance sliced by department, product line, and region. Forward-looking projections with documented assumptions.

✦P&L, balance sheet, and cash position generated
✦Variance analysis against budget and prior periods
✦KPI dashboards from live data
✦Sliced by department, product line, and region

Board Pack Sections

Financial Foundation

P&L Statement

Generated

Variance Analysis

By Dept & Product

Projections

3-Way Scenarios

Variance analysis and forward-looking projections

Dimensional variance analysis across department, product line, region, and entity. Rolling forecasts updated continuously against live actuals. Scenario projections your board can interrogate.

✦Multi-dimensional variance slicing
✦Rolling forecasts updated continuously
✦Scenario projections with documented assumptions

Branding and audit trail

Board pack PDF with your colours, typography, and cover pages. Identical reporting structure across quarters. Every sync, override, and approval captured in audit trail.

✦Branded PDF output ready to present
✦Identical structure across quarters
✦Complete audit trail for governance

Explore other use cases

Planir is built for the planning and reporting cycles funded, governed, and multi-entity businesses actually run.

Investor relations

Investor reporting

The financial section of every monthly investor update, generated from your live accounting data with SIAR-structured commentary.

See investor reporting

Multi-entity groups

Multi-entity consolidation

Consolidated financials across every entity, every accounting system, every currency, with intercompany eliminations applied automatically.

See multi-entity consolidation

Fundraising & M&A

Pre-transaction preparation

Investor-grade 3-way projections with documented assumptions, suitable for fundraising, M&A, and due diligence.

See pre-transaction preparation

Planning & forecasting

Budgeting and planning

Driver-based 3-way budgets and forecasts built from your live accounting data, with every assumption documented and reviewable.

See budgeting and planning

Common questions

Does Planir generate the whole board pack?

▼

Planir generates the financial section of the board pack. The strategic narrative, qualitative commentary, and forward-looking strategic recommendations stay with you. The platform compresses the multi-day rebuild of financial statements, variance analysis, and KPI dashboards into hours. The judgement layer is yours.

Can the variance analysis be sliced the way our board reads it?

▼

Yes. Variance is sliced by department, product line, entity, region, and any custom dimension you configure. Drill-down from headline figures to source transactions. The slicing is configured once during setup and applied to every quarterly cycle thereafter.

How does Planir handle forward-looking projections?

▼

Forecasts and scenario projections are built on your live actuals, with driver assumptions documented at the cell level. When your board asks where a revenue projection came from, the answer is in the platform, not in your head. Rolling forecasts are updated continuously against live data, so projections reflect the latest reality.

What about the strategic narrative the board actually discusses?

▼

The strategic narrative is yours. Planir generates the financial foundation that supports it. The platform produces P&L, variance, KPI dashboards, and projections. You write the strategic commentary that explains what the numbers mean and what you recommend. The page intentionally compresses the data preparation, not the judgement.

Can we use the same setup for quarterly and monthly board cycles?

▼

Yes. The same platform generates monthly internal management reporting and quarterly board pack financial sections. Cadence, structure, and dimensional slicing are configurable per audience. Monthly internal numbers reconcile to the quarterly board view.

How does this work for multi-entity groups?

▼

The financial section can be generated at the entity level, the group level, or any sub-group. Intercompany eliminations and multi-currency conversion are applied automatically. Each entity's contribution traces back to source.

The financial foundation of every board pack