A single source of truth for every entity and every system
Purpose-built for Finance teams to consolidate siloed financial and operational data into a single, trusted, real-time view for better decision making — then plan, report, analyse and consolidate on top of it.
What does Planir actually do?
Planir plans, reports and analyses from a single connected layer of governed financial data. The same source figures drive your budget, your board pack and your variance commentary, so the three never disagree with each other or with the accounting system underneath them.
One connected financial layer underneath every workflow. The same governed data behind your budget, your board pack, and your variance commentary.
Plan
Driver-based 3-way budgets and forecasts your board can defend
Driver-based 3-way budgets
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.
Scenarios across all three statements
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.
Documented at every cell
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.
Investor-grade projections
Forward-looking projections with documented assumptions, scenario ranges, and source-data traceability. Ready for the data room, ready for the board pack.
Report
The financial section of every board pack and investor update, structured for review
Financial section of every board pack
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.
Variance commentary with SIAR structure
Signal, Impact, Analysis, Recommendation. The same interpretive shape across every section, every cycle. Month-over-month comparison is built in.
KPI dashboards across financial and operational metrics
Revenue, gross margin, and cash position alongside headcount, churn, and units shipped. Financial and operational data in one consistent view.
Brandable PDF output
Cover pages, typography, section structure to your brand. Ready to circulate to your investors and board, no formatting pass needed.
Analyse
From account-level numbers to transaction-level causes
From variance to transaction in one drill
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.
Anomaly detection across every transaction
Transactions that look unusual against historical patterns flagged for your review, with the historical basis visible inline. Catch issues before the board sees them.
Customer and supplier concentration analytics
Revenue contribution by customer, payment patterns over time, supplier dependency by spend share. The counterparty-level risk your board asks about, monitored continuously.
Natural-language Q&A against your data
Ask the question, get the answer drawn directly from your live financial data. Cash position by entity, customer concentration, supplier dependency, payment patterns.
Is consolidation included, or a separate module?
It is built in. Planir consolidates across entities, currencies and accounting systems as part of the core platform. Most FP&A tools treat multi-entity groups as an edge case or a paid add-on; here it is the structural problem the product was designed around.
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.
Multi-currency conversion built in
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.
Cross-ERP support
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.
Do we have to give up Excel?
No. Planir replaces what is structurally broken about spreadsheets — the broken links, the untraceable figures, the version sprawl — while preserving the way your team already works. Models export to Excel with the driver structure intact rather than collapsed to static values.
Replace what is structurally broken about spreadsheets. Preserve what your team already knows how to do.
Replace what Excel cannot do
Version control, audit trail, cross-entity consolidation, role-based access, single-source data. The structural failures of spreadsheet-based finance, replaced by design.
What governance does Planir provide?
A full audit trail on every change, role-based access by company and GL account, and SOC 2 Type II certification. The governance layer boards and auditors ask for is included in the platform rather than bolted on or delivered as a services engagement.
Audit trail, role-based access, and SOC 2 Type II. The governance layer boards and auditors require, included rather than added.
Which systems does Planir connect to?
Planir connects directly to the ERP, accounting, CRM, data-platform and file-storage systems a mid-market group actually runs, and reaches anything else through a universal API or SFTP endpoint. Each entity connects to whatever it runs, and they consolidate into one governed group model.
Live connections across ERP, accounting, CRM, data platforms and file storage — plus universal API and SFTP for everything else.
NetSuite
Live native connection. Built for NetSuite subsidiary hierarchies, custom segments and multi-book configurations.
SAP
Live native connection. Company codes, profit and cost centres, and ledger data mapped into a unified group chart of accounts.
Dynamics 365 Finance and Operations
Live native connection. Built for D365 financial dimensions, analytical segments and multi-entity legal structures.
Sage Intacct
Live native connection. Entities, departments, locations and the full dimension set carried through into group planning.
Xero
Live connection to each Xero organisation with delta syncing, consolidated at group level alongside entities on other ERPs.
QuickBooks Online
Native connection to QuickBooks Online, with multi-currency and multi-class structures supported.
MYOB
Live connection for MYOB businesses inside a wider group, consolidated with the parent ERP.
CRM and data platforms
Salesforce, HubSpot, Snowflake, Databricks and data lakes — pipeline, usage and headcount as planning drivers rather than ledger history alone.
Spreadsheets and universal API
SharePoint, Box, Excel, Google Sheets, and any system exposing an API or SFTP endpoint. No buyer is blocked by their system estate.
See the platform with your own data
Bring your live accounting data. Leave with a budget, a forecast, and the financial section of your next board pack.