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.
Connect Dynamics 365 to Planir
Connect Dynamics 365 through its API, with your legal entities and financial dimensions carried through.
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
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.
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.
A guided setup, not an implementation
Planir reads your Dynamics 365 structure and proposes the mapping, so you review rather than build.
Planir reads your legal entities and financial dimensions.
Planir proposes a clean group structure from what it reads. You adjust and confirm.
Set what you want to report and slice by, including any financial dimension.
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 consolidation
Consolidated financials across every entity, every accounting system, and every currency, with intercompany eliminations applied for you.
See multi-entity consolidationInvestor reporting
The financial section of every monthly and quarterly investor update, generated from your live Dynamics 365 data.
See investor reportingBoard reporting
The financial foundation of every board pack, with variance analysis by dimension and forward projections your board can interrogate.
See board reportingBudgeting and planning
Driver-based 3-way budgets and forecasts built from your live data, with every assumption documented and reviewable.
See budgeting and planningPre-transaction preparation
Investor-grade 3-way projections with documented assumptions, ready for fundraising, M&A, and due diligence.
See pre-transaction preparationCommon questions about Dynamics 365
Does Planir replace Dynamics 365's consolidation?
Which Dynamics 365 apps does Planir connect to?
Does Planir support financial dimensions?
How does setup compare to an enterprise planning tool?
Does Planir change my Dynamics 365 data?
Which other systems can I consolidate with Dynamics 365?
Is my data secure?
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.