One priority workflow, live in weeks
Enterprise FP&A means three to six months and a six-figure services engagement. Planir targets one priority workflow live in weeks, at a scoped fee measured in tens of thousands. Four stages, a written success definition, and validation against your own data before you commit further.
How does a Planir implementation work?
Four stages. Align on the scope — the priority workflow, the success criteria, the entities, the users and the integrations required. Connect and configure the source systems and the chart-of-accounts mapping. Validate with Finance until the numbers tie. Then go live and expand. Stage 1 is where the engagement is won or lost, and stage 3 is the one that cannot be compressed.
Four stages, scoped around one workflow rather than a platform migration.
Confirm the priority workflow, the success criteria, the entities, the users and the required integrations — in writing, before configuration begins. A vague scope produces an implementation that cannot be declared successful.
Connect the source systems, map the chart of accounts across entities with agent assistance, and configure the reports or planning model the agreed workflow needs.
Reconcile the numbers, test the business rules, confirm the output meets the agreed requirements. Non-negotiable, and the moment trust is actually established.
Train users, support the first live cycle, and add further workflows when the team is ready — not before.
Why start with one workflow rather than the platform?
Because platform breadth is a poor entry claim. It invites a comparison against every incumbent on every axis, and it asks you to commit to exactly the transformation programme the positioning promises you will not have to run. So the entry point is narrower: validate Planir against one priority Finance workflow.
One workflow, one success definition, one cycle.
Select the workflow
Usually the monthly multi-entity consolidation and group reporting pack — painful, recurring, measurable within one cycle, and the place where cross-ERP consolidation is unambiguous. The board pack is the next strongest candidate.
Define success
Written before anything is built: what has to be true at the end, which entities and systems are in scope, and who signs it off. A validation that cannot be declared successful is not a validation.
Validate with your data
Your entities, your chart of accounts, your currencies, your last closed period. Finance confirms the numbers tie before anyone discusses a wider rollout.
What about running it in parallel first?
That is stage 3, and it is offered rather than conceded. “I would need to run it in parallel for a quarter” and “you would have to replace my model” are risk statements, not capability statements, and the right answer to a risk statement is a bounded exercise with a defined end — not an argument.
A parallel run is not an obstacle to the sale. It is the sale.
Reconcile Planir's output against your existing process until Finance confirms the numbers tie
A written success definition agreed before configuration, so the result can be judged rather than debated
A scoped, priced, time-boxed validation with a defined decision point at the end — not an open-ended proof of concept
Complete audit trail and data lineage from the final report back to source, so every difference can be explained
Who is delivering it?
ITLink Business Solutions, 30+ years delivering planning and analytics for Finance teams. At a scoped implementation fee, you are not only assessing software — you are assessing whether the vendor can deliver. Three decades of enterprise EPM delivery is a materially different risk profile from a two-year-old startup, and it belongs in the room early rather than as a closing reassurance.
Enterprise planning heritage, mid-market delivery model.
Enterprise EPM background
The team behind Planir has delivered planning and analytics programmes for Finance teams for over thirty years, across the enterprise tools this segment is usually quoted.
APAC presence
Singapore-built for Singapore, Australia and Malaysia mid-market groups — regional ERP combinations, the regional currency mix, and support that answers during your working day.
Governance from the start
SOC 2 Type II certified, with role-based access, Security by Measure and a complete audit trail. ISO 27001 certification is in progress.
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 NetSuite 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 implementation
How long does a Planir implementation take?
What does it cost?
We would want to run it in parallel for a quarter first. Is that a problem?
Which workflow should we start with?
Why not just implement everything at once?
Who does the work?
What happens if the validation fails?
Scope your first workflow
The scoping session is free. Bring the workflow that costs you the most every cycle, and we will define what success on it would look like and what it would take to get there.