Planir for Finance Controllers | Plan, Report, Consolidate

The reporting cycle on one platform

Plan, report and consolidate without leaving one place.

Plan

Driver-based budgets and forecasts you review and approve, built from your accounting history.

Budgeting and planning →

Report

The financial section of your board pack and investor update, generated from your data.

Board reporting → Investor reporting →

Consolidate

Every entity in one real-time group view, with intercompany eliminations handled.

Multi-entity consolidation →

Built around your triggers

The moments that put professional reporting on your desk.

Investors with reporting rights

When you take on investors, the monthly update becomes mandatory from day one.

See investor reporting →

A formal board

When a board forms, the board pack lands on your desk every cycle, and your reputation with it.

See board reporting →

A second entity

When the group grows, consolidation becomes a monthly job that gets harder with each entity.

See multi-entity consolidation →

A transaction ahead

When a raise or sale is coming, projections need to be investor-grade and defensible.

See pre-transaction preparation →

Works with your accounting system

Connect what you already use, and add more later.

Xero

Live connection to your Xero organisation with delta syncing.

Chart of accounts, trial balance, transactions, and historical periods
Multi-entity Xero structures supported, each organisation consolidated at the group level
Delta syncing keeps the connection current without consuming unnecessary API quota

QuickBooks Online

Persistent connection to your QuickBooks Online company.

Chart of accounts, journal data, and reporting periods
Multi-currency and multi-class structures supported
Continuous data flow with no manual export each reporting cycle

NetSuite

Built for the complexity of NetSuite subsidiary structures and custom segments.

Subsidiary hierarchies and multi-book configurations
Custom segments and classifications mapped into your group structure
Suitable for groups with complex chart-of-accounts structures

In active development. If your group is already running on NetSuite, talk to us about a design-partner setup.

Dynamics 365 Finance and Operations

Built for Dynamics 365 Finance and Operations environments.

Financial dimensions and analytical segments
Multi-entity legal structures and intercompany configurations
Suitable for groups and enterprises on the Microsoft stack

In active development. If your group is already running on Dynamics 365, talk to us about a design-partner setup.

Manual upload

Same structured ingestion as a direct integration, for any platform not on the connected list.

Upload a CSV or Excel file, map the columns, work against the data
Every upload, mapping decision, and change logged in the audit trail
Suitable for unsupported platforms, supplementary operational data, and accountant exports

Custom integrations

A native-quality connection built for any system not on this list.

Scoped with your team and engineered to the same standard as the native integrations
Delta syncing, structured ingestion, and audit trail consistent with every other connection
Suitable for groups running specialist ERPs, regional accounting systems, or in-house ledgers

Scoped as a design-partner engagement. Talk to us about the systems your group runs.

All integrations →

You stay in control

Your name is on the numbers, so nothing goes out without you.

Planir proposes, you approve

Planir proposes budgets and commentary with the reasoning documented; you review, adjust, and approve.

Audit trail

Board Pack — May 2025

Budget proposed

Planir · reasoning documented

Draft

Commentary drafted

Planir · traced to source

Draft

Reviewed and adjusted

You · 2 overrides

Edited

Approved

You · signed off

Approved

Every figure traces to source

Every figure is computed from source data and traces straight back to it, so you can always show your working.

A full audit trail on every change

Every sync, override, commentary edit, and approval captured, so you can always show where a number came from.

Governed access, certified

Role-based access by company and account, and SOC 2 Type II certification.

What you stop doing by hand

The repetitive work that eats your reporting cycle.

Rebuilding the P&L in a spreadsheet

No more exporting from your accounting system and rebuilding the P&L by hand. Planir builds it from your live data every cycle.

Writing the same variance commentary every month

The recurring commentary is drafted for you, structured and traced to source, ready for you to review and adjust.

Matching intercompany balances by hand

Consolidating entities and reconciling intercompany balances, handled automatically at the group level.

Rebuilding the budget from scratch every quarter

The budget carries forward and updates from your live actuals. You adjust and approve, you do not rebuild.

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 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 from Finance Controllers

What does Planir do for a Finance Controller?

Planir connects to your accounting system and does the repetitive part of the reporting cycle, extracting the data, consolidating entities, drafting variance commentary, and building budgets, so you review and approve instead of building from scratch.

Does Planir replace the Finance Controller?

No. Planir does the repetitive extraction, consolidation, and drafting. The Finance Controller reviews, adjusts, approves, and adds the judgement and strategic narrative that only they can provide.

Which accounting systems does Planir work with?

Xero, QuickBooks, NetSuite, Dynamics 365, and MYOB, or any system with an API or SFTP feed. Groups with entities on different systems consolidate into one view.

Is Planir suitable for a solo Finance Controller?

Yes. It is built for a solo Finance Controller at a funded, governed, or multi-entity business, as well as for small finance teams.

Do I still control what goes to the board?

Yes. Planir proposes; you review, adjust, and approve. Nothing is final until you sign it off.

Built for the Finance Controller