Integrations

Connected where your financial data lives

Live connections to every ERP, accounting, CRM, data-platform and file-storage system your group runs — consolidated into a single source of truth, with universal API and SFTP for everything else.

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Connected Platforms

SAP

7 entities • Synced

Group parent — SAP

3 entities

Synced

Subsidiaries

4 entities · Sage, Xero

Synced

Trusted by CFOs and finance teams at multi-entity groups across APAC

Which systems does Planir connect to?

ERP, accounting, CRM, data platform, file storage and spreadsheets — all live, all with persistent connections and delta syncing rather than a monthly export-and-upload cycle. Planir is purpose-built for Finance teams to consolidate siloed financial and operational data into a single, trusted, real-time view for better decision making, so anything without a direct connector is reached through the universal API and SFTP surface or by structured upload, using the same data model and audit trail as a connected system.

Persistent live connections with delta syncing. No monthly export-upload 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

SAP

Connect the group ledger and its financial dimensions without an extraction project.

Company codes, profit centres, cost centres and internal orders
Ledger and sub-ledger data mapped into a unified group chart of accounts
Suitable for groups running SAP at the parent and lighter systems in subsidiaries

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

Sage Intacct

Dimensional Sage Intacct data carried through into group planning and reporting.

Entities, departments, locations and the full dimension set
Statistical accounts alongside financial accounts
Suitable for multi-entity groups already using Intacct dimensions

Xero

Live connection to each Xero organisation with delta syncing.

Chart of accounts, trial balance, transactions and historical periods
Multiple Xero organisations consolidated at the group level, alongside entities on other ERPs
Delta syncing keeps the connection current without consuming unnecessary API quota

QuickBooks Online

Persistent connection to each 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

MYOB

Live connection for MYOB businesses inside a wider group.

Chart of accounts, trial balance and transaction detail
Common in Australian groups running MYOB in the operating business
Consolidated alongside the parent ERP with elimination and FX handled

CRM

Pipeline as a planning driver.

Salesforce

Pipeline and bookings data as a planning driver, not a separate report.

Opportunity, stage and close-date data for driver-based revenue planning
Conversion rates and velocity feeding the forecast model
Plan against pipeline rather than a growth rate applied to last year

HubSpot

Marketing and sales pipeline connected to the financial plan.

Deal, stage and lifecycle data available as planning dimensions
Pipeline coverage tracked against the revenue plan
Suitable for groups running HubSpot as the commercial system of record

Data platforms

Operational drivers alongside ledger history.

Snowflake

Operational and product data joined to the financial model.

Usage, volume and unit-economics data as planning drivers
Queried directly rather than exported into a spreadsheet
Suitable for groups with an established data warehouse

Databricks

Lakehouse data available to the planning and reporting layer.

Curated tables consumed as dimensional sources
Operational drivers alongside ledger history in the same model
Suitable for groups whose analytics estate already sits on Databricks

File storage

Supporting schedules read where Finance already keeps them.

SharePoint

Documents and supporting schedules held where Finance already keeps them.

Supporting workbooks and schedules read from existing document libraries
No parallel file store to maintain
Access governed by the same role-based permissions as the rest of the model

Box

The same document-source connection for groups standardised on Box.

Supporting schedules and evidence read from existing folders
Version history preserved on the source system
Comparable document systems supported on request

Spreadsheets and everything else

No buyer is blocked by their system estate.

Excel, Google Sheets and manual upload

The same structured ingestion as a direct integration, for anything not on the connected list.

Upload a CSV or Excel file, map the columns, work against the data
Google Sheets import and export both ways
Every upload, mapping decision and change logged in the audit trail

Universal API and SFTP

A native-quality connection to any system exposing an API or an SFTP endpoint.

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 specialist ERPs, regional accounting systems and in-house ledgers

Can entities on different systems be consolidated together?

Yes. A parent on one system and a subsidiary on another consolidate into a single group view. Each entity stays connected to the platform it already runs on, and Planir sits above them as the consolidation layer.

Run a parent on NetSuite and a subsidiary on Xero in a single consolidated view.

Entity

Source

Revenue

Status

Acme Holdings

8,420,000

Synced

Acme UK Ltd

2,180,000

Synced

Acme APAC

1,640,000

Synced

Acme Ventures

CSV

320,000

Synced

Group total

12,560,000

Multi-entity groups rarely run on a single accounting platform. A parent on NetSuite. A regional subsidiary on Xero. A newer entity on QuickBooks Online. Or some entities on connected systems and others on manual upload. Planir consolidates across every connected system and every manual upload into one group view, with intercompany eliminations and multi-currency conversion applied automatically. The chart of accounts mapping happens once per entity, and the consolidated structure flows from there.

✦Real-time consolidation across entities and systems

✦Intercompany elimination for loans, management fees, and intercompany trading

✦Multi-currency conversion at closing rate for balance sheet, average rate for P&L

✦Unified chart of accounts mapping across the group

Xero does not consolidate with NetSuite. NetSuite does not consolidate with QuickBooks Online. Planir does.

How does the connection actually work?

Three commitments behind every integration: connections use each platform's standard OAuth flow so credentials never pass through Planir, Planir reads and never writes back, and the data lineage view shows exactly what was pulled and when.

Three commitments behind every integration.

Persistent live connection

Continuous data flow, no monthly export-upload cycle.

✦Connection authenticated through OAuth; credentials never pass through Planir
✦Data flows continuously after the initial connection
✦Your accounting data in Planir reflects what is in your accounting system today

Connected Platforms

SAP

7 entities • Synced

Group parent — SAP

3 entities

Synced

Subsidiaries

4 entities · Sage, Xero

Synced

Delta syncing, not full pulls

Only changed records, every cycle. Efficient by design.

✦New transactions, edited journals, and chart-of-accounts updates only
✦Reduces API call volume on your accounting platform
✦Matters as Xero and similar systems move to usage-based API pricing

Resilient when your accounting system is unavailable

Cached data keeps working. The next sync catches up.

✦The most recent successful sync remains available during outages
✦Budgets, forecasts, and reports continue to work against cached data
✦When the connection is restored, the next sync catches up automatically

Common questions

What if my accounting system is not on the list?

The manual upload path is the answer. CSV and Excel ingestion works for any source, with the same structured data model and audit trail as a connected system. If your accounting platform is widely used and not yet on the connected list, contact us. Direct integrations are added based on customer demand.

How long does the initial connection take?

For Xero or QuickBooks Online, the connection itself takes minutes. The data sync runs in the background and your first budget, forecast, or report is buildable in the same session. For NetSuite, Dynamics 365, or more complex chart-of-accounts structures, setup runs in hours rather than the weeks typical of enterprise FP&A implementations.

Does Planir write back to my accounting system?

Planir reads from your accounting system. The system of record stays your accounting platform. Planir is the planning, reporting, and analysis layer above it. Budgets, forecasts, and adjustments made in Planir stay in Planir unless you choose to export them.

Is my data secure?

Connections use the standard OAuth flows provided by each accounting platform, so credentials never pass through Planir. Data in Planir is encrypted in transit and at rest, role-based access is enforced by company and GL account, and the audit trail captures every access event. SOC 2 Type II compliant. See the Security page for the full posture.

Can I see exactly what data Planir pulled?

Yes. The data lineage view shows every record pulled from your accounting system, when it was synced, and which Planir output it feeds into. For audit, due diligence, and board review, every figure is traceable from the final report back to the source transaction.

Which integrations are live today?

Both are live. NetSuite, SAP, Dynamics 365, Sage Intacct, Xero and QuickBooks are shipped native connections, alongside Salesforce, HubSpot, Snowflake, Databricks, SharePoint and Box. Anything else is reached through the universal API or SFTP surface. A group running four different ERPs across its subsidiaries is a first-class case, not an exception.

See Planir connected to your data

Bring your live accounting data. Leave with a working dashboard, budget, or report.

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