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Board packs, consolidation and investor reporting — the monthly cycle, made faster.

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What Should a Monthly Management Report Include?

Learn what a monthly management report should include, from financial statements and variance analysis to cash flow, KPIs, forecasts, risks and actions.

Sep 2026 12 min read
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A Practical Guide to Multi-Entity Financial Consolidation

Learn how multi-entity financial consolidation works, from account mapping and currency translation to intercompany eliminations and controls.

Sep 2026 12 min read
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How to Consolidate Data from NetSuite, Dynamics 365 Finance and SAP

Learn how to consolidate NetSuite, Dynamics 365 Finance and SAP data with consistent mappings, currency rules and intercompany eliminations.

Sep 2026 14 min read
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How Intercompany Eliminations Work and Where They Go Wrong

Learn how intercompany eliminations work, which transactions to remove in consolidation, why balances fail to match and how to fix the process.

Sep 2026 13 min read
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Accounting Software vs. Financial Reporting Software

Learn the difference between accounting software and financial reporting software, what each system does, and when your finance team needs both.

Sep 2026 14 min read
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NetSuite Reporting: Why Most FCs Still Export to Excel

Honest take on the NetSuite Excel export cycle. Why FCs are stuck in it, why training won't fix it, and the only two things that actually break the loop.

May 2026 8 min read
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How to Automate Investor Updates: A Step-by-Step Guide for Financial Controllers

A step-by-step guide to automating investor updates from data connections to variance commentary so Financial Controllers can focus on narrative, not assembly.

Apr 2026 8 min read
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8 Best Financial Reporting Software in Singapore (2026)

Compare the 8 best financial reporting software options for Singapore mid-market groups in 2026, from entity-level accounting tools to cross-ERP FP&A platforms like Planir.

Apr 2026 8 min read
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Dynamics 365 Reporting: From ERP Data to Board Pack

Dynamics 365 reporting gives you data, not board packs. Here's why finance teams still burn three days in Excel and how to close the last-mile gap.

Apr 2026 8 min read
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How to Consolidate Group Financials Across Multiple Currencies

Learn how to consolidate group financials across multiple currencies using the correct IAS 21 sequence and avoid common translation errors.

Apr 2026 8 min read
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Financial Reporting Automation vs Excel: Why Finance Controllers Are Switching

88-94% of spreadsheets contain errors. See why finance controllers are ditching Excel for automated reporting tools.

Apr 2026 8 min read
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QuickBooks Reporting Limitations: What Finance Controllers Need to Know

QuickBooks reporting limitations include a capped chart of accounts, no multi-entity consolidation and limited custom reports — which is why it works as a subsidiary ledger inside a group but not as the group's reporting layer.

Apr 2026 8 min read
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What Is a Board Pack? A Complete Guide for Finance Controllers

Learn what a board pack is, why most fail to add value, and how finance teams at multi-entity groups streamline preparation with templates, automation and AI.

Mar 2026 8 min read
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How to Build a Board Pack from Xero in Under an Hour

How to build a board pack when your entities sit on different systems — automating extraction, consolidation, variance analysis and commentary instead of assembling it by hand.

Mar 2026 7 min read
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How to Set Up Post-Funding Finance Setup in 30 Days

Set up your post-funding finance stack in 30 days — from data connections and budget-vs-actual reporting to investor updates and monthly close.

Mar 2026 8 min read
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Your FC Spends 3 Days on Reports. Here’s the Real Cost of Manual Reporting

Manual financial reporting costs a mid-market group far more than the hours it consumes. Learn the real direct and opportunity cost of the cycle, and how AI agents cut it.

Mar 2026 8 min read
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Investor Update Template: What Every FC Should Include

88-94% of spreadsheets contain errors. See why finance controllers are ditching Excel for automated reporting tools.

Mar 2026 8 min read
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Xero Multi-Entity Consolidation: Why It Does Not Work and What To Use Instead

Xero has no native multi-entity consolidation, and in most real groups the parent runs a different ERP anyway. What the manual process costs, and what consolidating a mixed estate actually requires.

Mar 2026 8 min read
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What Is Multi-Entity Consolidation? A Plain-English Guide

Learn what multi-entity consolidation involves, why spreadsheets break at scale, and how automation helps multi-entity groups on mixed ERP estates close faster with fewer errors.

Mar 2026 9 min read

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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