Your QuickBooks companies, 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 — QuickBooks in the regional company, NetSuite at the parent, Dynamics 365 in the acquisition — and consolidates all of it in one governed model with intercompany elimination and FX handled.
Connect QuickBooks alongside the rest of the group
Connect one QuickBooks company or your whole group, kept current with delta sync.
Plan, report and consolidate across QuickBooks 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 QuickBooks 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 QuickBooks data, so the only thing left to add is the narrative.
Consolidate
One view across every company. Real-time group reporting across all your QuickBooks companies, with intercompany eliminations and multi-currency handled for you.
What you can do once QuickBooks is in the group model
Consolidate the group, generate your board and investor reporting, and build the budget, all from the same connected QuickBooks data.
Consolidate every QuickBooks company together
QuickBooks Online keeps every company separate, so Planir consolidates the group for you in real time.
- ✦Real-time consolidation across all your QuickBooks companies, 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 class, location, or any dimension you track in QuickBooks
Most of the groups we work with run QuickBooks at subsidiary level 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 or any system with an API or SFTP feed — and consolidates into the same group view.
Board and investor reporting from QuickBooks
The financial section of your board pack and investor update, generated straight from QuickBooks.
- ✦P&L, balance sheet, and cash position generated from live QuickBooks data
- ✦Variance analysis with commentary explaining what changed and why, sliced by class, location, 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 QuickBooks data
A driver-based 3-way budget built from your QuickBooks 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 class and location
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
One click for a single company, repeated for each company in a group. Each stays in sync from then on.
Planir proposes a mapping to a clean group structure, and you adjust and confirm it in one pass.
Set the dimensions you want to report and slice by, including your QuickBooks classes and locations.
Minutes for a single QuickBooks company, and 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 QuickBooks
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 QuickBooks 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 QuickBooks in a group
Can Planir consolidate QuickBooks companies with a parent on a different ERP?
Does Planir work with QuickBooks Online or Desktop?
What if only some of our entities are on QuickBooks?
Does Planir change our QuickBooks or ERP data?
Does Planir handle multi-currency across the group?
Does Finance still control the budgets and commentary?
Will this pass our security review?
See it with your own group structure
Bring your live QuickBooks data and leave with a consolidated group view, a draft budget, and the financial section of your next board pack.