Sage Intacct

FP&A, reporting and consolidation for Sage Intacct

Sage Intacct gives you a dimensional ledger. Planir carries those dimensions through into planning, group reporting and consolidation — connected to Intacct and to whatever the rest of the group runs, with intercompany elimination and FX handled.

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

Connect Sage Intacct to Planir

Connect Sage Intacct through its API, with your entities and the full dimension set carried through.

✦Connects to your Sage Intacct company through its API, with delta syncing to keep the data current
✦Reads your entities, departments, locations, classes, projects and custom dimensions
✦Every figure in every report computed from source data in Sage Intacct, and traceable back to it
✦Subsidiaries on Xero, QuickBooks, or any API or SFTP system connect alongside Sage Intacct
Connected Platforms
Sage Intacct
4 entities • Synced
Holdings Pte Ltd
Parent entity
Synced
Operations Sdn Bhd
Subsidiary
Synced
Ventures Pty Ltd
Subsidiary
Synced

Plan, report and consolidate from Sage Intacct

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 Sage Intacct 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 Sage Intacct data, so the only thing left to add is the narrative.

Consolidate

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

What you can do with your Sage Intacct data

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

Consolidate Sage Intacct with every entity

Bring Sage Intacct and every other system into one real-time group view.

  • ✦Real-time consolidation across Sage Intacct 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 department, location, class, project or any Intacct dimension
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 Sage Intacct

The financial section of your board pack and investor update, generated straight from Sage Intacct.

  • ✦P&L, balance sheet, and cash position generated from live Sage Intacct 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 Sage Intacct • Synced live
Financial statements
Group revenue
$2.71M
Net income
$312K
Status
Ready to send

Budgets built from your Sage Intacct data

A driver-based 3-way budget built from your Sage Intacct 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

A guided setup, not an implementation project

Enterprise planning tools assume a multi-week implementation with a consultant before you see a single report. Planir is built to get you live without one. Planir reads your Sage Intacct structure and proposes the mapping, and you review and confirm it in a guided session rather than building it from scratch.

01
Connect your Sage Intacct environment

Planir reads your entities, chart of accounts and the full Intacct dimension set.

02
Review the proposed mapping

Planir proposes a clean group structure from what it reads. You adjust and confirm.

03
Confirm entities and dimensions

Set what you want to report and slice by, including any custom Intacct dimension.

04
Generate your first report

Move from connected data to a reviewed report in a guided setup, not a multi-week project.

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 Sage Intacct

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 Sage Intacct 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 Sage Intacct

Does Planir replace Sage Intacct's consolidation?
No. Intacct consolidates entities that sit inside Intacct. Planir consolidates a group where the parent or some subsidiaries run something else — SAP, Sage Intacct, Dynamics 365, Xero, QuickBooks or a local package — and adds the planning, workflow and board-reporting layer above the consolidated result. Intacct stays the system of record for the ledger.
Do our Intacct dimensions carry through?
Yes — that is the point of the connection. Entities, departments, locations, classes, projects and your custom dimensions come across into a cube-based dimensional model, so variance and analysis are available on any slice without rebuilding anything. Statistical accounts come across alongside financial accounts.
Can budget owners outside Finance contribute?
Yes. Budget owners and entity controllers submit into the governed model rather than emailing workbooks, with review threads, approval routing and cycle status visible to Finance. Security by Measure controls exactly which measures and fields each contributor can see and edit.
How does setup compare to an enterprise planning tool?
Enterprise FP&A means three to six months and a six-figure services engagement. Planir scopes one priority workflow: align on the scope and success criteria, connect and configure, validate the numbers with Finance against your own data, then go live. Weeks, not a multi-quarter programme.
Does Planir change my Sage Intacct data?
No. Planir reads from Intacct and computes every figure from that source data. Your ledgers are never altered, and full data lineage runs from the final report back to the source entry.
Which other systems can I consolidate with Sage Intacct?
SAP, Sage Intacct, Dynamics 365, Xero, QuickBooks, MYOB or any system with an API or SFTP endpoint. A mixed ERP estate is the normal condition at a 3–30 entity group, not an exception requiring a workaround.
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 Sage Intacct data

Bring your live Sage Intacct data and leave with a consolidated group view, a draft budget, and the financial section of your next board pack.

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