SAP

Reporting, planning and consolidation for SAP

SAP holds the group ledger. Planir is the planning, reporting and consolidation layer on top of it — connected to SAP and to whatever the subsidiaries run, with intercompany elimination, FX and a full audit trail handled in one governed model.

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

Connect SAP to Planir

Connect SAP through its supported interfaces, with company codes, profit and cost centres and ledger data carried through.

✦Connects to your SAP landscape through its supported interfaces, with delta syncing to keep the data current
✦Reads your company codes, profit centres, cost centres, internal orders and ledger structure
✦Every figure in every report computed from source data in SAP, and traceable back to it
✦Subsidiaries on Xero, QuickBooks, or any API or SFTP system connect alongside SAP
Connected Platforms
SAP
Company codes • Synced
Holdings Pte Ltd
Parent entity
Synced
Operations Sdn Bhd
Subsidiary
Synced
Ventures Pty Ltd
Subsidiary
Synced

Plan, report and consolidate from SAP

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

Consolidate

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

What you can do with your SAP data

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

Consolidate SAP with every entity

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

  • ✦Real-time consolidation across SAP 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 profit centre, cost centre, product line, region or any dimension you carry
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 SAP

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

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

Budgets built from your SAP data

A driver-based 3-way budget built from your SAP 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 SAP 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 SAP structure and proposes the mapping, and you review and confirm it in a guided session rather than building it from scratch.

01
Connect your SAP environment

Planir reads your company codes, chart of accounts, profit and cost centres.

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 profit centre, cost centre or internal order.

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 SAP

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 SAP 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 SAP

Does Planir replace SAP?
No. SAP stays the system of record for the ledger. Planir reads from it and computes the planning, reporting and consolidation layer above it — the layer that currently lands in Excel. Planir never writes back to SAP.
Do we need a particular SAP edition?
No. Planir connects through SAP's supported interfaces, or through the universal API or SFTP surface where a direct route is not available, with delta syncing rather than a monthly export-and-upload cycle. The connection method is confirmed during the scoping session against your specific SAP landscape.
Which SAP structures does Planir understand?
Company codes, profit centres, cost centres, internal orders and the ledger and sub-ledger data behind them, mapped into a unified group chart of accounts with agent assistance. Those structures become dimensions in the planning model rather than columns in a spreadsheet.
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, at a scoped fee measured in tens of thousands.
Does Planir change my SAP data?
No. Planir reads from SAP 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 SAP?
Groups running SAP at the parent usually have subsidiaries on SAP, Dynamics 365, Sage Intacct, Xero, QuickBooks or a local package — often after an acquisition. Each entity connects to whatever it runs and consolidates into the same group view with intercompany elimination and multi-currency translation.
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, and the platform is designed against SOX, ISA 610 and PE-grade governance requirements.

See it with your SAP data

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

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