Know where every contract lands before the month closes
Planir consolidates every entity in the group and holds cost-to-complete, progress claims and retention in the same model, so contract margin and the group numbers move together instead of being reconciled after the fact.
What construction finance teams are dealing with
Three patterns that show up in nearly every multi-entity contractor we talk to.
Contract margin arrives too late to act on
Cost-to-complete lives in a spreadsheet per project manager, rebuilt after each month closes. By the time the group sees a contract slipping, the margin has already gone and the only decision left is how to report it.
Retention and variations sit outside the numbers
Retention receivables, pending variation orders and subcontractor back-charges are tracked in separate files. The reported position and the collectable position end up being two different numbers, and nobody can say which one the board saw.
Consolidation is a manual merge every cycle
The main contractor, the specialist trades and the plant division each run their own books. Group reporting means exporting, matching and eliminating by hand, and the hire charged between entities has to be unwound the same way every time.
What Planir does for a construction group
Contract detail and the group position in one model, not two systems reconciled after the fact.
Cost-to-complete that updates itself
Each entity connects to the accounting system it already runs on, so committed costs, certified work and actuals land in one model without a re-key. Cost-to-complete and percentage-of-completion revenue are calculated per contract on your own basis, and every assumption is documented at cell level so a reviewer can see why a forecast moved rather than only that it did.
See budgeting and planningRetention, variations and claims in the same model
Retention is tracked by contract with its release dates, so the cash you are owed and the cash you can expect this quarter are visible separately. Variation orders carry their status, which keeps approved and pending work out of the same total. Progress claims sit alongside what has actually been certified, so the gap is a number you can look at instead of a surprise.
See how eliminations workOne group view across contractor, trades and plant
Entities consolidate into a governed group model with intercompany elimination applied automatically, so plant and equipment hired between your own companies nets off without a manual journal. Sub-group views let you look at the construction entities on their own, or the whole group, without maintaining two sets of numbers.
See multi-entity consolidationBoard and bank reporting that regenerates
Contract schedules, work in progress and the covenant metrics your lenders ask for are built once and refreshed each cycle. Planir reads from and writes back to Excel, Word and PowerPoint, so a board pack or a bank submission stays linked to the model rather than being rebuilt from a fresh export every time.
See board reporting“The consolidation feature alone justified the decision to go with Planir.”
The challenge
Reporting across five entities relied on separate Excel files, manual consolidation and manual intercompany eliminations.
What changed
Planir connected all five entities in under a day, automated consolidation, and built the quarterly forecast with assumptions documented at cell level.
The result
The reporting cycle fell from four days to half a day, giving the team 60% more time for analysis.
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 preparationPlanir for Construction FAQs
Can Planir track cost and margin by contract?
Do we need to replace our job costing system?
Can we model variations and delays?
How does Planir handle retention?
Our plant division hires equipment to the project entities. Does that net off?
What does implementation involve?
See your contracts and your group in one model
Bring your entity list, one live contract and a recent set of figures, and leave with a consolidated group view and a cost-to-complete built from your own data.