Trusted by Finance Controllers and CFOs at funded, governed, and multi-entity businesses
Plan, report, and analyse from a single connected layer of governed financial data. Built for the way Finance Controllers and CFOs at funded, governed, and multi-entity businesses actually run their cycle.
One connected financial layer underneath every workflow. The same governed data behind your budget, your board pack, and your variance commentary.
Driver-based 3-way budgets and forecasts your board can defend
Build from units and price, headcount and loaded cost, not from last year's number nudged up by ten percent. P&L, balance sheet, and cash flow linked from the first draft.
Flex any driver and the impact flows correctly across P&L, balance sheet, and cash flow. Working capital, capex, depreciation, and financing all reconciled automatically.
Every material assumption documented next to the number it produces, with the historical basis cited inline. Your board sees the reasoning, not just the result.
Forward-looking projections with documented assumptions, scenario ranges, and source-data traceability. Ready for the data room, ready for the board pack.
The financial section of every board pack and investor update, structured for review
P&L, balance sheet, cash position, variance commentary, and KPI dashboards generated from your live accounting data. Structured for review and edit, not assembled from scratch every cycle.
Signal, Impact, Analysis, Recommendation. The same interpretive shape across every section, every cycle. Month-over-month comparison is built in.
Revenue, gross margin, and cash position alongside headcount, churn, and units shipped. Financial and operational data in one consistent view.
Cover pages, typography, section structure to your brand. Ready to circulate to your investors and board, no formatting pass needed.
From account-level numbers to transaction-level causes
Headline cost of goods up 18%? Drill into the account, see the supplier-level breakdown, identify the three vendors driving the change. The analysis follows the question, not a pre-built report.
Transactions that look unusual against historical patterns flagged for your review, with the historical basis visible inline. Catch issues before the board sees them.
Revenue contribution by customer, payment patterns over time, supplier dependency by spend share. The counterparty-level risk your board asks about, monitored continuously.
Ask the question, get the answer drawn directly from your live financial data. Cash position by entity, customer concentration, supplier dependency, payment patterns.
Real-time consolidation across entities, currencies, and accounting systems. The structural pain that Excel cannot solve and that most FP&A platforms treat as an edge case.
Closing rate for balance sheet, average rate for P&L. Exchange rate sources configurable, FX gains and losses isolated, group reporting in the currency you choose.
Run a parent on NetSuite and a subsidiary on Xero in one consolidated view. Connect each entity's accounting system independently, map to a unified chart of accounts, and consolidate.
We moved off Excel because we ran out of room. Eight entities across three currencies, intercompany every month, a board that wanted the same shape of report every cycle. Planir consolidates the group, builds the budgets across entities, and generates the financial section of our board pack. The audit trail is what convinced our board to sign.
Replace what is structurally broken about spreadsheets. Preserve what your team already knows how to do.
Version control, audit trail, cross-entity consolidation, role-based access, single-source data. The structural failures of spreadsheet-based finance, replaced by design.
Audit trail, role-based access, and SOC 2 Type II. The governance layer boards and auditors require, included rather than added.
Direct integrations to the accounting systems and ERPs Finance Controllers and CFOs actually use, with manual upload for everything else.
Direct integration with bi-directional sync. Live connection to your Xero organisation, including multi-entity Xero structures consolidated at the group level.
Native connection to QuickBooks Online. Persistent connection with multi-currency and multi-class structures supported.
Native connection in active development. Built for the complexity of NetSuite subsidiary structures, custom segments, and multi-book configurations.
Native connection in active development. Built for D365 financial dimensions, analytical segments, and multi-entity legal structures.
Manual ingestion for any source outside your connected systems. Useful for legacy data, one-off imports, or sources without a direct integration path.
Bring your live accounting data. Leave with a budget, a forecast, and the financial section of your next board pack.
