Your MYOB entities, consolidated into a group running on SAP or NetSuite
Most groups do not run on one accounting system. Planir connects each entity to whatever it runs — MYOB in the Australian business, NetSuite at the parent, Xero in the regional subsidiary — and consolidates all of it in one governed model with intercompany elimination and FX handled.
Connect MYOB alongside the rest of the group
Connect MYOB through its API, with your categories and jobs carried through as reporting dimensions.
Plan, report and consolidate across MYOB and your ERP
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 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 data, so the only thing left to add is the narrative.
Consolidate
One view across every business. Real-time group reporting across all your MYOB businesses, with intercompany eliminations and multi-currency handled for you.
What you can do once MYOB is in the group model
Consolidate the group, generate your board and investor reporting, and build the budget, all from the same connected MYOB data.
Consolidate every MYOB business together
MYOB keeps each business separate, so Planir consolidates the group for you in real time.
- ✦Real-time consolidation across all your MYOB businesses, with no manual roll-up
- ✦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 category, job, or any dimension you track in MYOB
Australian groups routinely run MYOB in the operating business and a larger ERP at the parent. Planir treats that mixed estate as the normal case: each entity connects to whatever it runs — SAP, NetSuite, Dynamics 365, Sage Intacct, Xero, QuickBooks or any system with an API or SFTP feed — and consolidates into the same group view.
Board and investor reporting from MYOB
The financial section of your board pack and investor update, generated straight from MYOB.
- ✦P&L, balance sheet, and cash position generated from live MYOB data
- ✦Variance analysis with commentary explaining what changed and why, sliced by category, job, and period
- ✦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.
Budgets built from your MYOB data
A driver-based 3-way budget built from your MYOB 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, by category and job
You stay in control. Planir proposes the budget, you review the logic, override where your business context dictates, and approve.
From connect to first report
Planir proposes the mapping from your MYOB structure, so you review rather than build.
One connection per business in your group.
Planir proposes a mapping to a clean group structure. You adjust and confirm.
Set the dimensions you want to report and slice by, including your MYOB categories and jobs.
A single review session for a multi-entity group, rather than a multi-week implementation.
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
Explore 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 MYOB 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 preparationCommon questions about MYOB in a group
Can Planir consolidate multiple MYOB businesses?
Which MYOB products does Planir connect to?
What if only some of our entities are on MYOB?
Does Planir change my MYOB data?
Does Planir handle multi-currency?
Do I still control the budgets and commentary?
Will this pass our security review?
See it with your own group structure
Bring your live MYOB data and leave with a consolidated group view, a draft budget, and the financial section of your next board pack.