One group view across every system
Consolidated financials across every entity, every accounting system, every currency. For CFOs and finance teams running multi-entity groups across APAC.
Why use Planir for multi-entity consolidation?
Because the entities in a group rarely sit on one accounting system. Planir is cross-platform by design, applies intercompany eliminations automatically each cycle, and converts currency the way auditors expect — closing rate for the balance sheet, average rate for the P&L.
Three reasons CFOs and FP&A teams at multi-entity groups move their consolidation off spreadsheets and onto a single source of truth.
Cross-platform by design
A parent on NetSuite and a subsidiary on Xero, consolidated in one view. No other FP&A platform does this at this price point.
Intercompany handled automatically
Loans, management fees, intercompany trading. Eliminated at every cycle, not reconciled at midnight.
Multi-currency, the way auditors expect
Closing rate for balance sheet, average rate for P&L. Applied automatically. Defensible at audit.
How does a consolidation cycle work in Planir?
In four steps: connect each entity to the accounting system it already runs on, map the local charts of accounts to one group structure, let Planir apply the eliminations and currency conversion, then review and publish the group view. The mapping is configured once and reused every cycle.
Four steps from connected entities to consolidated group view.
Each entity connected directly to its accounting system. Xero, QuickBooks Online, NetSuite, or Dynamics 365, in any combination.
Charts of accounts mapped to a unified group structure. Assisted, not manual. New accounts surface for your review.
Intercompany loans, management fees, and trading eliminated automatically. Multi-currency conversion applied at the right rate.
Group P&L, balance sheet, and cash flow ready to review. Drill down to any entity, any account, any transaction.
Consolidating eight entities across three currencies used to break Excel by quarter-end. The intercompany eliminations alone took two days. Now the consolidation runs continuously from each entity's accounting system, and the group view is ready when I open the platform on close day.
What does Planir handle at each stage of consolidation?
Cross-platform consolidation, intercompany eliminations, multi-currency conversion, and drill-down from any group figure to the source transaction. You configure the group structure once and review what Planir proposes each cycle. Planir reads from your accounting systems and never writes back to them.
The capabilities behind every group consolidation cycle.
Cross-platform consolidation
Every entity connected to its own accounting system. Consolidated in Planir, regardless of platform.
- ✦Xero, QuickBooks Online, NetSuite, and Dynamics 365 supported in any combination
- ✦Parent on one ERP and subsidiaries on another, consolidated in one view
- ✦Each entity's accounting system remains the system of record
Intercompany eliminations
Loans, management fees, and intercompany trading eliminated automatically every cycle.
- ✦Intercompany rules configured once, applied every consolidation
- ✦Loan balances and interest, management fee charges, intercompany sales eliminated
- ✦Full audit trail on every elimination entry
Multi-currency conversion
Closing rate for balance sheet, average rate for P&L. Applied automatically across every entity.
- ✦Currency conversion follows accounting convention out of the box
- ✦Exchange rate sources configurable per entity and per period
- ✦Translation differences tracked separately for audit transparency
Drill from group to source
Every consolidated figure traces back to the entity, account, and transaction it came from.
- ✦Click any consolidated number to see the contributing entities
- ✦Drill from entity-level number to GL account to source transaction
- ✦Audit trail captures every sync, mapping change, elimination, and override
What is included for multi-entity consolidation?
Everything below is native to the platform and available from the first cycle, rather than a separate consolidation module or an implementation project. Reporting runs at entity level, any sub-group, or the full group, reconciled against the same underlying data.
Native capabilities, available from day one.
Explore other use cases
Planir is built for the planning and reporting cycles funded, governed, and multi-entity businesses actually run.
Investor reporting
The financial section of every monthly investor update, generated from your live accounting data with SIAR-structured commentary.
See investor reportingBoard 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 generationPre-transaction preparation
Investor-grade 3-way projections with documented assumptions, suitable for fundraising, M&A, and due diligence.
See pre-transaction preparationBudgeting and planning
Driver-based 3-way budgets and forecasts built from your live accounting data, with every assumption documented and reviewable.
See budgeting and planningCommon questions
Can Planir consolidate entities on different accounting systems?
How long does it take to set up a group with multiple entities?
What about intercompany eliminations? Do we set them up manually?
How does Planir handle multi-currency conversion?
What if our chart of accounts is different across entities?
Can we run consolidated reporting at the sub-group level?
See your group consolidated in minutes
Bring your live accounting data from every entity. Leave with a consolidated group view.