Xero

Consolidate and report across your Xero entities

Planir connects to your Xero organisations and consolidates the whole group in real time, with board and investor reporting and budgets you review and approve. Every figure traces back to Xero.

Book a Demo Connect Your Xero
Connected Platforms
Xero
3 organisations • Synced
Holdings Pte Ltd
Parent entity
Synced
Operations Sdn Bhd
Subsidiary
Synced
Xero
QuickBooks Online NetSuite
Excel
Dynamics 365 MYOB
Trusted by Finance Controllers and CFOs at funded, governed, and multi-entity businesses

Connect Xero in minutes

Connect one Xero organisation or your whole group, kept current with delta sync.

✦Direct connection to one or many Xero organisations, kept current with delta sync
✦No monthly export, clean-up, or re-upload routine to maintain
✦Every figure in every report computed from source data in Xero, and traceable back to it
✦Add entities on other systems later without changing how Xero is connected
Connected Platforms
Xero
3 organisations • Synced
Holdings Pte Ltd
Parent entity
Synced
Operations Sdn Bhd
Subsidiary
Synced
Ventures Pty Ltd
Subsidiary
Synced

Plan, report and consolidate from Xero

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

Consolidate

One view across every entity. Real-time group reporting across all your Xero organisations, with intercompany eliminations and multi-currency handled for you.

What you can do with your Xero data

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

Consolidate every Xero entity together

Real-time group consolidation from your live Xero data, with the manual roll-up gone.

  • ✦Real-time consolidation across all your Xero organisations, 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 department, product line, or region

If some entities sit outside Xero, on QuickBooks, NetSuite, Dynamics 365, or any system with an API or SFTP feed, Planir consolidates them into the same group view. Your group is not held back because one subsidiary runs on a different system.

Read more: Multi-entity consolidation
Consolidate
Group Revenue
3 Xero organisations • 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 Xero

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

  • ✦P&L, balance sheet, and cash position generated from live Xero data
  • ✦Variance analysis with commentary explaining what changed and why, sliced by entity, period, and dimension
  • ✦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 Xero • Synced live
Financial statements
Group revenue
$2.71M
Net income
$312K
Status
Ready to send

Budgets built from your Xero data

A driver-based 3-way budget built from your Xero 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

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

From connect to first report

01
Connect your Xero organisations

One click for a single entity, repeated for each entity in a group. Each stays in sync from then on.

02
Review your chart of accounts mapping

Planir proposes a mapping to a clean group structure, and you adjust and confirm it in one pass.

03
Confirm entities and dimensions

Set the dimensions you want to report and slice by, such as department, product line or region.

04
Generate your first report

Minutes for a single Xero organisation, 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 Xero

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 Xero 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 Xero

Can Planir consolidate multiple Xero entities?
+
Yes. Planir consolidates all your Xero organisations in real time, with intercompany eliminations and multi-currency conversion, into a single group view.
What if some of my entities are not on Xero?
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Planir consolidates your Xero entities alongside entities on QuickBooks, NetSuite, Dynamics 365, or any system with an API or SFTP feed, in the same group view.
How long does setup take?
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Connecting a single Xero organisation and generating a first report takes minutes. A multi-entity group is typically a single review session rather than a multi-week implementation.
Does Planir change my Xero data?
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No. Planir reads from Xero and computes every figure from that source data. Your Xero ledgers are never altered.
Does Planir handle multi-currency?
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Yes. Planir converts at the closing rate for the balance sheet and the average rate for the P&L, and reports the consolidated group across currencies.
Do I still control the budgets and commentary?
+
Yes. Planir proposes budgets and commentary with the reasoning documented. You review, adjust and approve before anything is final.
Is my Xero data secure?
+
Planir is SOC 2 Type II certified, with role-based access by company and account and a full audit trail on every change. Read-only access is the default for anyone outside the finance team.

See it with your Xero data

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

Book a Demo Connect Your Xero