MULTI-ENTITY CONSOLIDATION

One group view across every system

Consolidated financials across every entity, every accounting system, every currency. For Group Finance Controllers and Group CFOs running multi-entity groups across APAC.

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Trusted by Finance Controllers and CFOs at funded, governed, and multi-entity businesses

Why choose Planir for multi-entity consolidation

Three reasons Group Finance Controllers and CFOs at multi-entity groups move their consolidation off spreadsheets and onto Planir.

Cross-platform by design

A parent on NetSuite and a subsidiary on Xero, consolidated in one view. No other FP&A platform does this at this price point.

Intercompany handled automatically

Loans, management fees, intercompany trading. Eliminated at every cycle, not reconciled at midnight.

Multi-currency, the way auditors expect

Closing rate for balance sheet, average rate for P&L. Applied automatically. Defensible at audit.

How it works

The consolidation cycle in Planir

Four steps from connected entities to consolidated group view.

01
Connect

Each entity connected directly to its accounting system. Xero, QuickBooks, NetSuite, or Dynamics 365, in any combination.

02
Map

Charts of accounts mapped to a unified group structure. Assisted, not manual. New accounts surface for your review.

03
Eliminate

Intercompany loans, management fees, and trading eliminated automatically. Multi-currency conversion applied at the right rate.

04
Consolidate

Group P&L, balance sheet, and cash flow ready to review. Drill down to any entity, any account, any transaction.

8 entities consolidated in one view

Consolidating eight entities across three currencies used to break Excel by quarter-end. The intercompany eliminations alone took two days. Now the consolidation runs continuously from each entity's accounting system, and the group view is ready when I open the platform on close day.

Daniel Koh
Group Finance Controller, Frasers Property. 8-entity holding structure across SGD, MYR, and AUD.
Frasers Property

How Planir powers your multi-entity consolidation

The capabilities behind every group consolidation cycle.

Cross-platform consolidation

Every entity connected to its own accounting system. Consolidated in Planir, regardless of platform.

  • ✦Xero, QuickBooks, NetSuite, and Dynamics 365 supported in any combination
  • ✦Parent on one ERP and subsidiaries on another, consolidated in one view
  • ✦Each entity's accounting system remains the system of record
MANAGE CONNECTIONS

Data Connections

AVAILABLE TO ADD
Xero
Xero
Connect your companies directly from Xero
QuickBooks
QuickBooks
Connect your companies directly from QuickBooks
Excel
Excel
Upload your financial data directly from Excel files
Synergix
Synergix
Import GL data from Synergix Excel exports

Intercompany eliminations

Loans, management fees, and intercompany trading eliminated automatically every cycle.

  • ✦Intercompany rules configured once, applied every consolidation
  • ✦Loan balances and interest, management fee charges, intercompany sales eliminated
  • ✦Full audit trail on every elimination entry
CONSOLIDATION

Financial Consolidation

Consolidate financial data across multiple entities into a unified group view
Alexy Holdings 2 entities • USD
✓
ENTITIES
✓
ACCOUNTS
✓
FX RATES
4
INTERCOMPANY
Intercompany account tagging

Tag intercompany account pairs for automatic elimination during consolidation.

INTERCOMPANY ACCOUNT TAGS
No intercompany accounts detected. Tag accounts manually or proceed without eliminations.

Multi-currency conversion

Closing rate for balance sheet, average rate for P&L. Applied automatically across every entity.

  • ✦Currency conversion follows accounting convention out of the box
  • ✦Exchange rate sources configurable per entity and per period
  • ✦Translation differences tracked separately for audit transparency
Exchange Rates
Roger's SaaS Company
SGD → USD
Period Closing Rate Average Rate Source Last Updated
Jul 2022 0.7239 0.7166 System Set —
Aug 2022 0.7159 0.7226 System Set —
Sep 2022 0.6962 0.7075 System Set —
Oct 2022 0.7062 0.7017 System Set —
Nov 2022 0.7317 0.7212 System Set —

Drill from group to source

Every consolidated figure traces back to the entity, account, and transaction it came from.

  • ✦Click any consolidated number to see the contributing entities
  • ✦Drill from entity-level number to GL account to source transaction
  • ✦Audit trail captures every sync, mapping change, elimination, and override
Balance Sheet
Jun 2025
Account Jun 2025
Assets 11,634,498
Current Assets 11,494,288
Cash 11,106,336
Business Checking Account 11,228,706
Accounts Receivable 385,940
Business Checking Account
Jul 2025 • Forecast
Balance Breakdown
Opening Balance 11,106,336
Accounts Payable (98,290)
AR Collection 385,940
Rent (808)
Subscriptions (35,206)
Employee Benefits (101,000)

Everything Planir supports for multi-entity consolidation

Native capabilities, available from day one.

01

Cross-platform consolidation

Every entity connected to its own accounting system. Consolidated in Planir, regardless of platform. Xero, QuickBooks, NetSuite, and Dynamics 365 supported in any combination. Parent on one ERP and subsidiaries on another, consolidated in one view.

  • ✦Xero, QuickBooks, NetSuite, and Dynamics 365 in any combination
  • ✦Parent on one ERP, subsidiaries on another, consolidated in one view
  • ✦Every entity remains connected to its own accounting system
  • ✦Planir is the consolidation layer above them
Connected Entities
Parent Company
ERP System
NetSuite
+ 2 subsidiaries
Subsidiary 1
Xero
Subsidiary 2
QuickBooks
02

Intercompany eliminations and multi-currency

Loans, fees, and intercompany trading eliminated automatically. Currency conversion at closing rate for balance sheet, average rate for P&L.

  • ✦Eliminations applied automatically every cycle
  • ✦Manual overrides available when needed
  • ✦Every elimination captured in audit trail
03

Drill-down and audit trail

Every consolidated figure traces back to entity, account, and transaction. Audit trail captures every sync, mapping change, and override.

  • ✦Entity-level, sub-group, and group-level reporting all reconcile
  • ✦Role-based access by entity and GL account
  • ✦Complete traceability to source data
80%
Less time on the consolidation cycle
Cross-platform
Xero, QuickBooks, NetSuite, Dynamics 365
100%
Numbers traced to source data

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
Board governance

Board pack generation

The financial foundation of every board pack, with variance analysis sliced by department and product line, and forward-looking projections your board can interrogate.

See board pack generation
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

Can Planir consolidate entities on different accounting systems?
▼
Yes. A parent on NetSuite and a subsidiary on Xero, consolidated in one view. Each entity remains connected to its own accounting system. Planir is the consolidation layer above them. This is the single biggest gap between Planir and other FP&A platforms at this price point.
How long does it take to set up a group with multiple entities?
▼
For groups on Xero or QuickBooks, the initial setup takes hours, not days. Each entity is connected directly, charts of accounts are mapped with agent assistance, and your first consolidated view is ready in the same session. For groups including NetSuite or Dynamics 365, setup runs across one or two sessions depending on subsidiary complexity, still in hours rather than the weeks typical of enterprise FP&A implementations.
What about intercompany eliminations? Do we set them up manually?
▼
Intercompany rules are configured once for your group structure. Each cycle, eliminations are applied automatically. Manual overrides are available when business context dictates. Every elimination entry is captured in the audit trail.
How does Planir handle multi-currency conversion?
▼
Currency conversion follows accounting convention: closing rate for balance sheet, average rate for P&L. Exchange rate sources are configurable per entity and per period. Translation differences are tracked separately so your auditors can verify the conversion at any time.
What if our chart of accounts is different across entities?
▼
Charts of accounts are mapped to a unified group structure during setup. The mapping is assisted, not manual. Each entity's local chart of accounts stays as the source. The group view applies the unified structure. When new accounts appear in any entity, they surface for your review rather than silently breaking the consolidation.
Can we run consolidated reporting at the sub-group level?
▼
Yes. Reporting at the entity level, any sub-group, or the full group. The same underlying consolidation engine reconciles every level. Sub-group views are typically used for regional reporting, divisional reporting, or PE portfolio segmentation.

See your group consolidated in minutes

Bring your live accounting data from every entity. Leave with a consolidated group view.

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