Dynamics 365

Reporting, planning and consolidation for Dynamics 365

Planir connects to your Dynamics 365 data and consolidates the whole group, including entities on other systems, with board and investor reporting and budgets you review and approve. Every figure traces back to source.

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Connected Platforms
Dynamics 365
3 entities • Synced
Holdings Pte Ltd
Parent entity
Synced
Operations Sdn Bhd
Subsidiary
Synced
Dynamics 365
QuickBooks Online Xero
Excel
NetSuite MYOB
Trusted by Finance Controllers and CFOs at funded, governed, and multi-entity businesses

Connect Dynamics 365 to Planir

Connect Dynamics 365 through its API, with your legal entities and financial dimensions carried through.

✦Connects to your Dynamics 365 environment through its API, keeping the data current
✦Reads your legal entities and financial dimensions
✦Every figure in every report computed from source data in Dynamics 365, and traceable back to it
✦Entities on Xero, QuickBooks, or any API or SFTP system connect alongside Dynamics 365
Connected Platforms
Dynamics 365
3 entities • Synced
Holdings Pte Ltd
Parent entity
Synced
Operations Sdn Bhd
Subsidiary
Synced
Ventures Pty Ltd
Subsidiary
Synced

Plan, report and consolidate from Dynamics 365

The three jobs your finance team runs every cycle, in one place.

Plan

Budgets you review, not rebuild. Driver-based 3-way budgets built from your Dynamics 365 history, with every material assumption documented for you to review and approve.

Report

The financial sections, ready to send. The financial core of your board pack and investor update, generated from live Dynamics 365 data, so the only thing left to add is the narrative.

Consolidate

One group, every system. Real-time consolidation that brings Dynamics 365 together with every other entity, with intercompany eliminations and multi-currency handled for you.

What you can do with your Dynamics 365 data

Consolidate the group, generate your board and investor reporting, and build the budget, all from your Dynamics 365 data.

Consolidate Dynamics 365 with every entity

Bring Dynamics 365 and every other system into one real-time group view.

  • ✦Real-time consolidation across Dynamics 365 and every other connected system
  • ✦Intercompany eliminations for loans, management fees, and intercompany trading
  • ✦Multi-currency conversion using the closing rate for the balance sheet and the average rate for the P&L
  • ✦Entity, sub-group, and group views that all reconcile to the same source data
  • ✦The consolidated group sliced by legal entity, financial dimension, or department
Read more: Multi-entity consolidation
Consolidate
Group Revenue
3 entities • Real-time
Holdings Pte Ltd1,240,000
Operations Sdn Bhd680,000
Ventures Pty Ltd910,000
Intercompany eliminations(120,000)
Consolidated group2,710,000

Board and investor reporting from Dynamics 365

The financial section of your board pack and investor update, generated straight from Dynamics 365.

  • ✦P&L, balance sheet, and cash position generated from live Dynamics 365 data
  • ✦Variance analysis with commentary explaining what changed and why, sliced by legal entity, period, and financial dimension
  • ✦KPI dashboards combining financial and operational metrics
  • ✦Brandable output, ready to circulate, with the same structure next cycle

Planir produces the financial foundation. You add the strategic and operational context that lives outside the accounting system, then send.

Read more: Board reporting Read more: Investor reporting
Report
Board & investor pack
Generated from Dynamics 365 • Synced live
Financial statements
Group revenue
$2.71M
Net income
$312K
Status
Ready to send

Budgets built from your Dynamics 365 data

A driver-based 3-way budget built from your Dynamics 365 history, linked across all three statements.

  • ✦Modelled from operational drivers, units and price, headcount and loaded cost, not a percentage on last year
  • ✦Every material assumption documented at the cell level, so you see the reasoning, not just the number
  • ✦Scenarios modelled across all three statements, so a base case can be compared against alternatives
  • ✦Budget-versus-actual tracking once the cycle is underway, at any dimension grain

You stay in control. Planir proposes the budget, you review the logic, override where your business context dictates, and approve.

Read more: Budgeting and planning
Plan
Driver-based budget
3-way model • FY2026
LineBudget
Revenue5,840,000
Gross profit3,620,000
Net cash flow418,000
AssumptionRevenue = units × price

A guided setup, not an implementation

Planir reads your Dynamics 365 structure and proposes the mapping, so you review rather than build.

01
Connect your Dynamics 365 environment

Planir reads your legal entities and financial dimensions.

02
Review the proposed mapping

Planir proposes a clean group structure from what it reads. You adjust and confirm.

03
Confirm entities, dimensions, and structure

Set what you want to report and slice by, including any financial dimension.

04
Generate your first report

Move from connected data to a reviewed report in a guided setup, not a multi-week project.

Governed, audit-ready, and secure

Every figure traces to source and every change is logged.

Full audit trail on every data sync, edit, and report generation, with timestamp and user

Role-based access by company and account, so each person sees only what they should

SOC 2 Type II certified

Data lineage from the final report back to source data in Dynamics 365

Explore other use cases

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

Multi-entity groups

Multi-entity consolidation

Consolidated financials across every entity, every accounting system, and every currency, with intercompany eliminations applied for you.

See multi-entity consolidation
Investor obligations

Investor reporting

The financial section of every monthly and quarterly investor update, generated from your live Dynamics 365 data.

See investor reporting
Board governance

Board reporting

The financial foundation of every board pack, with variance analysis by dimension and forward projections your board can interrogate.

See board reporting
Planning & forecasting

Budgeting and planning

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

See budgeting and planning
Fundraising & M&A

Pre-transaction preparation

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

See pre-transaction preparation

Common questions about Dynamics 365

Does Planir replace Dynamics 365's consolidation?
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Planir consolidates Dynamics 365 alongside entities on other systems, which native Dynamics 365 consolidation does not do. If every entity is on Dynamics 365, Planir adds reporting, planning, and board-ready output on top. If some are on Xero, QuickBooks, or another system, Planir brings the whole group into one view.
Which Dynamics 365 apps does Planir connect to?
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Planir connects to Dynamics 365 Finance and Finance & Operations through the API, reading your legal entities and financial dimensions.
Does Planir support financial dimensions?
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Yes. Planir reads your legal entities and financial dimensions, so the structure you already maintain in Dynamics 365 carries through to your reporting and planning.
How does setup compare to an enterprise planning tool?
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Planir reads your Dynamics 365 structure and proposes the mapping for you to review, rather than requiring a multi-week implementation with a consultant.
Does Planir change my Dynamics 365 data?
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No. Planir reads from Dynamics 365 and computes every figure from that source data. Your Dynamics 365 records are never altered.
Which other systems can I consolidate with Dynamics 365?
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Xero, QuickBooks, Dynamics 365, or any system with an API or SFTP feed, all in the same group view.
Is my data secure?
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Planir is SOC 2 Type II certified, with role-based access by company and account and a full audit trail on every change. Read-only access is the default for anyone outside the finance team.

See it with your Dynamics 365 data

Bring your live Dynamics 365 data and leave with a consolidated group view, a draft budget, and the financial section of your next board pack.

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