MYOB Exo

FP&A, reporting and consolidation for MYOB Exo

MYOB Exo runs your ledgers. Planir gives you the group view above them: consolidated numbers across every entity, planning and board reporting, with intercompany elimination and currency translation applied, and no second Exo database to maintain.

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Connected Platforms
MYOB Exo
4 entities • Synced
Holdings Pte Ltd
Parent entity
Synced
Operations Sdn Bhd
Subsidiary
Synced
MYOB Exo
NetSuite Dynamics 365 SAP Sage Intacct
Salesforce
Trusted by CFOs and finance teams at multi-entity groups across APAC

Connect MYOB Exo to Planir

A direct, read-only connection to your Exo data, with your branches, accounts, subaccounts and analysis codes carried through.

✦Reads your Exo data directly and read-only, so Exo stays the system of record and your ledgers are never altered
✦Branches, accounts, subaccounts and your GL analysis codes carried through as dimensions you can report on
✦Every figure in every report computed from source data in Exo, and traceable back to it
✦Entities on NetSuite, SAP, Dynamics 365, Sage Intacct or any API or SFTP system consolidate alongside Exo
Connected Platforms
MYOB Exo
4 entities • Synced
Holdings Pte Ltd
Parent entity
Synced
Operations Sdn Bhd
Subsidiary
Synced
Ventures Pty Ltd
Subsidiary
Synced

Plan, report and consolidate from MYOB Exo

The three jobs your finance team runs every cycle, in one place.

Plan

Budgets you review, not rebuild. Driver-based 3-way budgets built from your MYOB Exo history, with every material assumption documented for you to review and approve.

Report

The financial sections, ready to send. The financial core of your board pack and investor update, generated from live MYOB Exo data, so the only thing left to add is the narrative.

Consolidate

One group, every system. Real-time consolidation that brings MYOB Exo together with every other entity, with intercompany eliminations and multi-currency handled for you.

What you can do with your MYOB Exo data

Consolidate the group, generate your board and investor reporting, and build the budget, all from your MYOB Exo data.

Consolidate MYOB Exo with every entity

Bring MYOB Exo and every other system into one real-time group view.

  • ✦Real-time consolidation across MYOB Exo and every other connected system
  • ✦Intercompany eliminations for loans, management fees, and intercompany trading
  • ✦Multi-currency conversion using the closing rate for the balance sheet and the average rate for the P&L
  • ✦Entity, sub-group, and group views that all reconcile to the same source data
  • ✦The consolidated group sliced by branch, subaccount or any GL analysis code you use in Exo
Read more: Multi-entity consolidation
Consolidate
Group Revenue
3 entities • Real-time
Holdings Pte Ltd1,240,000
Operations Sdn Bhd680,000
Ventures Pty Ltd910,000
Intercompany eliminations(120,000)
Consolidated group2,710,000

Board and investor reporting from MYOB Exo

The financial section of your board pack and investor update, generated straight from MYOB Exo.

  • ✦P&L, balance sheet, and cash position generated from live MYOB Exo data
  • ✦Variance analysis with commentary explaining what changed and why, sliced by entity, period, and segment
  • ✦KPI dashboards combining financial and operational metrics
  • ✦Brandable output, ready to circulate, with the same structure next cycle

Planir produces the financial foundation. You add the strategic and operational context that lives outside the accounting system, then send.

Read more: Board reporting Read more: Investor reporting
Report
Board & investor pack
Generated from MYOB Exo • Synced live
Financial statements
Group revenue
$2.71M
Net income
$312K
Status
Ready to send

Budgets built from your MYOB Exo data

A driver-based 3-way budget built from your MYOB Exo history, linked across all three statements.

  • ✦Modelled from operational drivers, units and price, headcount and loaded cost, not a percentage on last year
  • ✦Every material assumption documented at the cell level, so you see the reasoning, not just the number
  • ✦Scenarios modelled across all three statements, so a base case can be compared against alternatives
  • ✦Budget-versus-actual tracking once the cycle is underway, at any segment grain

You stay in control. Planir proposes the budget, you review the logic, override where your business context dictates, and approve.

Read more: Budgeting and planning
Plan
Driver-based budget
3-way model • FY2026
LineBudget
Revenue5,840,000
Gross profit3,620,000
Net cash flow418,000
AssumptionRevenue = units × price

We implement it, you review it

Enterprise planning tools run a three to six month programme before you see a report. Planir scopes one priority workflow and delivers it in weeks. Our team does the requirements, the configuration, the validation and the training, with your controller alongside rather than handed a setup task.

01
Agree the scope in writing

The workflow, the entities, the success criteria and who signs off, settled before anything is configured.

02
We connect your Exo entities

Each Exo database connected, and the chart of accounts mapped across entities with agent assistance rather than by hand.

03
Finance validates the numbers

You reconcile the output against your current process and confirm the group numbers tie before anything goes live.

04
Go live, then expand

We train the team, support the first live cycle, and add further workflows when you are ready, not before.

Governed, audit-ready, and secure

Every figure traces to source and every change is logged.

Full audit trail on every data sync, edit, and report generation, with timestamp and user

Role-based access by company and account, so each person sees only what they should

SOC 2 Type II certified

Data lineage from the final report back to source data in MYOB Exo

Explore other use cases

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

Multi-entity groups

Multi-entity consolidation

Consolidated financials across every entity, every accounting system, and every currency, with intercompany eliminations applied for you.

See multi-entity consolidation
Investor obligations

Investor reporting

The financial section of every monthly and quarterly investor update, generated from your live MYOB Exo data.

See investor reporting
Board governance

Board reporting

The financial foundation of every board pack, with variance analysis by dimension and forward projections your board can interrogate.

See board reporting
Planning & forecasting

Budgeting and planning

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

See budgeting and planning
Fundraising & M&A

Pre-transaction preparation

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

See pre-transaction preparation

Common questions about MYOB Exo

Does Planir replace MYOB Exo?
No. Exo stays the ledger and the system of record, and Planir reads from it without ever writing back. What Planir replaces is the layer above Exo: the workbook where entity trial balances get pasted together, eliminations get keyed by hand, and the board pack gets rebuilt from scratch every cycle.
Do we still need Exo InterCompany?
Not for group reporting. Exo InterCompany is a real consolidation module and it does the job it was built for, but look at what it asks of you. It works by extracting general ledger data out of each source company into a separate, non-operational group database that you then license, maintain and report on. Licensing is per source company, so every entity you add is another licence. Accounting periods have to be aligned between source and group before a download will run, and the same username and password must exist in every source database. It is general ledger only and it is batch, so there is no consolidated debtors, creditors or inventory view, and no drill from a group figure down to the transaction behind it. Planir consolidates above your Exo databases instead. No third database to maintain, entities on other ERPs consolidate in the same view, and every figure traces back to the Exo entry it came from.
Can Planir report on our GL analysis codes?
Yes, as dimensions. In Exo, analysis codes are entered at transaction level and MYOB's own documentation states that the built-in General Ledger Report Writer does not report on them, so reporting on analysis codes means Clarity and SQL. In Planir, branch, account, subaccount and your analysis codes arrive as dimensions in a cube-based model, so variance and analysis are available on any slice without writing a query.
We run Exo alongside other systems. Does that work?
That is the normal case rather than the exception. A parent on Exo with subsidiaries on NetSuite, SAP, Dynamics 365 or Sage Intacct consolidates in one view, and so does the reverse. Each entity stays connected to its own ledger, and intercompany elimination and currency translation are applied across the group.
Is this a migration off Exo?
No, and it does not require one. Exo stays exactly where it is. If your Exo estate is doing its job at entity level and the pain is group reporting, then the reporting layer is the smaller, cheaper and lower-risk thing to change.
Does Planir change our Exo data?
No. The connection is read-only. Planir computes every figure from source data in Exo, your ledgers are never altered, and full data lineage runs from the final report back to the source entry.
Is my data secure?
Planir is SOC 2 Type II certified, with role-based access by company and GL account, Security by Measure at the field level, MFA enforced and a complete audit trail on every change. ISO 27001 certification is in progress.

See it with your MYOB Exo data

Bring your Exo entities and see the consolidated group view, a draft budget, and the financial section of your next board pack, built from your own numbers.

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