Enterprise planning structure, without the modelling workshop
A cube-based dimensional model — the structure enterprise planning platforms are built on — without the dimensional modelling programme they require first. Dimensions defined in minutes, variance available on any slice, and the grid your team already works in on top.
What does the planning cycle look like on one platform?
Plan, report and consolidate against one dimensional model. Budget owners submit into the governed model instead of emailing workbooks, review and approval are routed and logged, and the approved budget becomes the baseline every variance report is measured against.
One model behind the plan, the cycle 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 an FP&A team outgrow the spreadsheet stack?
Four moments break a spreadsheet planning process: distributed input from budget owners outside Finance, a dimensional question the model was not built to answer, a group structure that has to consolidate before it can be analysed, and a forecast cadence that outpaces the rebuild time.
The moments the workbook stops holding.
Distributed input from the business
Budget owners outside Finance contributing by email attachment, with overwritten assumptions and formulas in the wrong row. Workflow puts them inside the model instead.
A dimensional question the model cannot answer
Margin by product line by region by quarter, when the workbook was built by entity. A cube answers it without a rebuild.
A group that has to consolidate first
Analysis that cannot start until eliminations and FX are done by hand every month. Consolidation happens continuously, not as a prerequisite.
A forecast cadence faster than the rebuild
A rolling forecast that is stale by the time it is finished. Driver-based models update from live actuals instead of being rebuilt.
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 work does Planir take off the FP&A team?
The parts of the cycle that consume the most time and create the most risk: rebuilding schedules, chasing contributors, reconciling versions, and retyping commentary that barely changes from month to month.
The repetitive work that eats the planning cycle.
Rebuilding the same schedules every cycle
Structure lives in the model, not in a workbook that gets copied and edited. Actuals flow in and the schedules refresh.
Chasing budget owners for submissions
Distributed input with routing, defined owners and states, and cycle status visible without asking five people where things stand.
Reconciling versions of the truth
One governed model with Security by Measure, so each contributor inputs and sees only their slice — and there is only ever one version.
Retyping variance commentary
Commentary drafted in the SIAR structure — Signal, Impact, Analysis, Recommendation — naming the dimensional drivers, not just the account movements. You edit rather than write.
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 FP&A teams
Do we have to leave Excel?
How is a cube different from a pivot table?
How long does it take to define our dimensions?
Can budget owners outside Finance use it?
Can we plan against operational drivers, not just history?
See it with your own planning model
Bring your dimensions and one planning cycle you would want to run differently. Leave with a view of what that cycle looks like on a governed dimensional model.