Investor Reporting

Investor reporting your board can defend

The financial section of every monthly investor update, generated from your live accounting data. For CFOs and FP&A teams at PE-backed, family-office-backed and listed groups reporting on a fixed cadence.

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

Why use Planir for investor reporting?

Three reasons: the cycle moves from days to hours, every pack carries the same structure so investors see a consistent report each period, and every figure stays defensible back to the source transaction when an investor asks where a number came from.

Three reasons CFOs and FP&A teams at investor-backed groups move their investor reporting cycle to Planir.

From days to hours

The financial section generated from your live data, not rebuilt from scratch every month.

Same structure every cycle

Your investors see the same P&L, variance, KPI shape every month. Comparability is built in.

Defensible at every figure

Numbers traceable to source. Audit trail on every change. Documented at every assumption.

How it works

How does an investor reporting cycle work?

Four steps: connect your accounting data, let Planir generate the financial section, review and adjust the commentary, then send. Because the structure is configured once, each subsequent cycle is a review rather than a rebuild.

Four steps from connected data to sent investor pack.

01
Connect

Direct connection to your Xero, QuickBooks Online, NetSuite, or Dynamics 365. Setup in minutes for cloud accounting, hours for ERPs.

02
Generate

P&L, balance sheet, cash position, KPI dashboards, and structured commentary, generated from your live data.

03
Review

Adjust the commentary, override any assumption, and add the strategic narrative only you can write.

04
Send

Branded PDF, ready to circulate to your investors. Same structure next month, no rebuild.

From a 3-day reporting cycle to hours

"Our investor pack used to take three days to build every month. The financial section now generates from our live data, and I add the strategic update. The board sees the same structure every cycle, and our investors get the update on the same date every month."

Priya Raman
Head of Finance, Give Collective. Monthly investor reporting across multiple business units.
Give Collective

What does Planir handle in an investor pack?

The live connection to your accounting data, a generated rather than rebuilt financial section, structured commentary investors can interrogate, and the same structure every cycle. You review, adjust and approve; the strategic narrative stays yours.

The capabilities behind every monthly and quarterly investor update.

Connected to your accounting data, always current

Persistent live connection, delta sync, no monthly export-upload cycle.

  • ✦Xero, QuickBooks Online, NetSuite, and Dynamics 365 supported
  • ✦Multi-entity groups across mixed accounting systems
  • ✦Numbers in every report trace back to source accounting data
Connected Platforms
SAP
7 entities • Synced
Group parent — SAP
3 entities
Synced
Subsidiaries
4 entities · Sage, Xero
Synced
Plan
Profit & Loss Statement
Revenue and Expense Analysis
Account Jan 2025 Feb 2025 Mar 2025
▼ Revenue 487,184 492,056 496,976
SaaS Subscription 487,184 492,056 496,976
▼ Cost of Goods Sold 34,858 35,206 35,558
Gross Profit 452,326 456,850 461,418
▼ Operating Expenses 615,969 622,129 628,350
Net Income (163,643) (165,280) (166,932)

Financial section generated, not rebuilt

P&L, balance sheet, cash position, KPI dashboards built from your data in minutes.

  • ✦Financial statements aligned with how your investors read them
  • ✦KPI dashboards combining financial and operational metrics
  • ✦Variance analysis sliced by entity, period, and dimension

Structured commentary your investors can interrogate

SIAR framework applied to variance, health, and account-level findings.

  • ✦Signal, Impact, Analysis, Recommendation on every commentary block
  • ✦Account-level drill-down from headline numbers to transaction-level causes
  • ✦Anomaly detection and flagging of unexpected account movements
Analyze
SaaS Subscription Revenue
May 2025 (Actuals) vs Jun 2025 (Actuals)
May Actuals
$421.16K
Jun Actuals
$487.18K
Variance
+$66.03K
Comments
Signal:
SaaS Subscription Revenue up 15.7% MoM. Largest single-month gain in TTM.
Settings
Reporting Period
Choose your reporting cycle
For the
Month
Quarter (Calendar)
Quarter (Fiscal)
Year (Calendar)
Year (Fiscal)
ending

Same structure every cycle

Your investors see the same P&L, variance, KPI shape every month. Comparability is built in.

  • ✦Switch between Month, Quarter, or Year views without rebuilding
  • ✦Calendar and Fiscal period options for every reporting framework
  • ✦Structure stays identical across every cycle and every investor update

What is included for investor reporting?

Everything below is native and available from the first cycle. Reporting cadence, pack structure, KPI selection and branding are configurable per investor or stakeholder group, and role-based access controls what each external reader can see.

Native capabilities, available from day one.

01

Monthly and quarterly investor pack generation

P&L, balance sheet, cash position, KPI dashboards, and structured commentary generated from your live accounting data. SIAR-structured variance analysis on every finding. Anomaly detection surfaced before your investors see the numbers.

  • ✦P&L, balance sheet, and cash position generated in minutes
  • ✦KPI dashboards combining financial and operational metrics
  • ✦SIAR-structured variance commentary on every finding
  • ✦Anomaly detection surfaced before your investors see the numbers
Financial Pack
May 2025 Investor Update
Generated from Xero • Synced live
Financial Statements
Revenue
$2.4M
Net Income
$156K
Status
Ready to Send
02

Cross-platform multi-entity consolidation

Consolidate across Xero, QuickBooks Online, NetSuite, and Dynamics 365 in one pack.

  • ✦Intercompany eliminations applied automatically
  • ✦Multi-currency conversion at closing and average rate
  • ✦Entity, group, and sub-group reporting all reconcile
03

Brandable PDF with audit trail

Identical reporting structure every cycle. Audit trail on every change.

  • ✦SOC 2 Type II compliant. Role-based access controls.
  • ✦Captures every sync, override, commentary change, and approval
  • ✦Brandable cover pages, colors, and section structure
90%
Less time on the investor pack cycle
100%
Numbers traced to source data
4 ERPs
Supported accounting systems and ERPs

Explore other use cases

Planir is built for the planning and reporting cycles funded, governed, and multi-entity businesses actually run.

Multi-entity groups

Multi-entity consolidation

Consolidated financials across every entity, every accounting system, every currency, with intercompany eliminations applied automatically.

See multi-entity consolidation
Board governance

Board pack generation

The financial foundation of every board pack, with variance analysis sliced by department and product line, and forward-looking projections your board can interrogate.

See board pack generation
Fundraising & M&A

Pre-transaction preparation

Investor-grade 3-way projections with documented assumptions, suitable for fundraising, M&A, and due diligence.

See pre-transaction preparation
Planning & forecasting

Budgeting and planning

Driver-based 3-way budgets and forecasts built from your live accounting data, with every assumption documented and reviewable.

See budgeting and planning

Common questions

How long does setup take?
For Xero or QuickBooks Online, the connection takes minutes and your first investor pack financial section is ready in the same session. For NetSuite or Dynamics 365, setup runs in hours, not the weeks typical of enterprise FP&A implementations.
Can we use Planir for both monthly and quarterly investor updates?
Yes. The same platform generates both monthly investor packs and quarterly board-style updates. The reporting cadence and structure are configurable per investor or stakeholder group.
What if our investor wants a custom format?
The financial section structure, KPI selection, branding, and commentary style are all configurable. Once set up for your investor, the structure stays consistent across cycles, so your investors see the same shape of report every month.
How does Planir handle multi-entity investor reporting?
Investor packs at the entity level, the group level, or any sub-group. Intercompany eliminations and multi-currency conversion are applied automatically. Each entity report and the consolidated group view reconcile to the same underlying data.
Can we share access with our investors directly?
Yes, but with role-based access controls. You decide which investors see which entities, dashboards, or sections. Read-only access is the default for external investors, with full audit trail on every access event.
What about board members and audit committees who need deeper access?
Role-based access by company and GL account works for board members and audit committees as well. The same dashboard or report can serve multiple audiences without exposing data outside their permissions.

See your next investor pack generate itself

Bring your live accounting data. Leave with the financial section of your next investor update.

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