See project margin while the project is still running
Planir holds utilisation, WIP and project margin in the same model as the group accounts, so a job going wrong shows up while there is still something to do about it rather than at final invoice.
What services finance teams are dealing with
Three patterns that show up in nearly every multi-office firm we talk to.
Utilisation and the P&L are different conversations
The practice management system reports chargeable hours and the accounts report revenue, and nobody can show how one became the other. Partners argue about utilisation without agreeing what it was worth.
WIP is a number the firm argues about
Unbilled work sits between what has been delivered and what has been invoiced, valued on a basis that varies by partner. Write-offs land after the period they belong to and the margin on the job is only known once it is too late.
Every office consolidates differently
Offices run their own books, sometimes in their own currency, and recharge each other for shared resource. Getting to a firm number means unwinding those recharges by hand each cycle.
What Planir does for a services firm
Engagement detail and the firm position in one model, across every office and practice.
Utilisation and realisation tied to revenue
Chargeable hours, standard rates and what was actually billed sit in the same model, so utilisation, realisation and fee margin are three views of one set of numbers. The gap between the rate card and the invoice becomes a figure you can look at by team and by engagement.
See budgeting and planningWIP and revenue recognised on one basis
Work in progress is valued in the model on the basis the firm agrees rather than the basis each partner prefers, and recognised revenue follows from it. A provision or a write-off lands in the period the work was done, so engagement margin is known while the engagement is live.
See multi-entity consolidationResourcing that moves the forecast
The pipeline, the people and the forecast are one model, so winning a job or losing a consultant changes capacity, revenue and margin in the same pass. Scenarios let a partner see the effect of a resourcing decision before committing to it.
See budget approval workflowPartner and board reporting that regenerates
Practice scorecards, the WIP position and the firm P&L are built once and refreshed each cycle. Planir reads from and writes back to Excel, Word and PowerPoint, so a partner pack stays linked to the model rather than being rebuilt from a fresh export.
See board reportingExplore 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 Professional Services FAQs
Can Planir report utilisation and realisation by team?
Do we need to replace our practice management system?
How does Planir handle WIP and unbilled revenue?
Can we plan resourcing against the pipeline?
Can Planir consolidate offices in different currencies?
What does implementation involve?
See every engagement and the firm in one model
Bring your office list and a recent set of figures, and leave with a consolidated firm view and engagement margin built from your own data.