Mid-market complexity without enterprise-scale implementation
You have the entity count, the currency exposure and the governance obligations of a much larger business, and a Finance team of 5–20 to carry them. Planir is a single source of truth purpose-built for Finance teams to consolidate siloed financial and operational data into a single, trusted, real-time view for better decision making — without committing a year to an implementation programme.
What changes for the CFO on one platform?
Planning, group reporting and consolidation run against one governed model. The budget you approve becomes the baseline variance is measured against, and the consolidated group view feeds the board pack — so the numbers in the pack and the numbers in the plan are the same numbers, traceable back to each subsidiary ledger.
One governed model behind the plan, the pack and the group view.
Plan
Driver-based budgets and forecasts you review and approve, built from your accounting history.
Report
The financial section of your board pack and investor update, generated from your data.
Consolidate
Every entity in one real-time group view, with intercompany eliminations handled.
When does a CFO put this on the agenda?
Four moments make the reporting and planning layer a board-level problem: a group structure that has outgrown manual consolidation, a fixed reporting obligation to a board or investor, an ERP change that leaves the planning layer out of scope, and a transaction ahead.
The moments that make this a board-level decision.
A multi-entity group structure
Three to thirty entities across countries and currencies, frequently on mixed ERPs after an acquisition. Manual consolidation stops scaling and everyone involved knows it.
A board or investor reporting obligation
PE-backed, family-office-backed or listed. The pack is scrutinised, the cadence is non-negotiable, and a missed elimination is a governance event.
An ERP change or finance transformation
The ledger gets clean and the planning and reporting layer still lands in Excel unless it is designed in. The cheapest time to fix that is during the programme.
A transaction ahead
A raise, a sale or a diligence process. Projections have to be investor-grade, and every figure has to trace back to source under scrutiny.
Which systems does Planir connect to?
Connect what you already run, and add more later. Entities on different systems consolidate into the same group view, and anything without a direct connection comes in by CSV or Excel upload with the same data model and audit trail.
Connect what you already use, and add more later.
ERP and accounting
SAP · Sage Intacct · NetSuite · Microsoft Dynamics 365 · Xero · QuickBooks · MYOB
- Live native connections with delta syncing, not a monthly export cycle
- A mixed estate is the normal case: parent on one ERP, subsidiaries on others
- Unified chart-of-accounts mapping with agent assistance
Operational drivers
Salesforce · HubSpot · Snowflake · Databricks · data lakes
- Pipeline, usage and headcount as planning drivers
- Plan against what moves the business, not a growth rate applied to last year
- Queried directly rather than exported into a workbook
Everything else
SharePoint · Box · Excel and Google Sheets · any API or SFTP endpoint
- Structured ingestion and audit trail identical to a native connection
- Supporting schedules read from the document libraries Finance already uses
- No buyer is blocked by their system estate
What does this change on the CFO's desk?
Key-man risk in a spreadsheet model only one person understands. A close that drags because the consolidation is manual. A board question about where a number came from that nobody can answer in the meeting. A Finance function that cannot absorb another entity without another hire.
The four things that cost a CFO most at this scale.
Key-man risk in the consolidation model
The 80-tab model one person understands leaves when they do. Planir holds the group structure, the mappings and the rules in a governed model, not in someone's workbook.
A close that drags for a week
Only 18% of Finance teams close in three days or less. LBD took their reporting cycle from four days to half a day on Planir, releasing 60% more time for analysis.
Numbers the board cannot trace
Complete data lineage from the final report back to the source ERP entry, with every sync, edit, comment and approval timestamped and attributed.
Finance that cannot scale without headcount
Every new entity, investor requirement and dimension of analysis is currently absorbed by hiring another analyst. On a cube-based model, they are configuration.
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 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 from CFOs
What does Planir actually replace?
How long does implementation take?
We would need to run it in parallel for a quarter. Is that a problem?
Our subsidiaries are on different systems. Does that break the consolidation?
Will this pass our security review?
See it with your own group structure
Bring your entity list and your ERP estate. Leave with a view of what one priority workflow on Planir would look like, and what it would take to stand it up.