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Planir Multi-Entity Consolidation

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Planir Multi-Entity Consolidation's own site

What Planir Multi-Entity Consolidation is

Planir Multi-Entity Consolidation brings financial data from different entities, accounting systems, and currencies into consolidated views for finance teams. It reports P&L, balance sheet, and cash flow at entity, subgroup, or full-group level. Listed group and parent connections include NetSuite, SAP, Dynamics 365, and Sage Intacct; subsidiary connections include Xero and QuickBooks Online. Other listed integrations include MYOB, Salesforce, HubSpot, Snowflake, Databricks, SharePoint, Box, Excel, Google Sheets, CSV, universal API, and SFTP. The product can eliminate intercompany loans, management fees, and trading each cycle using configured rules, with overrides available. It uses closing rates for balance sheets and average rates for P&L, with exchange-rate sources configurable by entity and period. Figures can be followed from a group view to the entity, account, and source transactions; its audit trail records syncs, mapping changes, eliminations, and overrides. Planir reads accounting data without writing back. Pricing is on request.

Who it suits

It suits CFOs and finance teams managing multi-entity groups, particularly across APAC. Groups using the listed accounting systems can see consolidated financials at multiple levels.

What it does well

  • Consolidates P&L, balance sheet, and cash flow.
  • Supports intercompany eliminations with configurable rules and overrides.
  • Traces group figures to source transactions.
  • Reads accounting data without writing back.
  • Lists role-based permissions and audit logs.

What to know first

  • Pricing is available on request.
  • ISO 27001 certification is in progress.
  • Setup may take one or two sessions for some groups.

Plans

PlanBilled and limitsPrice
Planir Multi-Entity ConsolidationPricing requires a working session; no public subscription price shownOn request

As planir.app lists them, read 4 Oct 2026. The maker's own page has the final word.

Getting started

  1. Visit the Planir Multi-Entity Consolidation website.
  2. Contact Planir to request pricing and arrange a working session.
  3. Connect accounting systems; Xero or QuickBooks Online groups can be set up in hours.
  4. For groups including NetSuite or Dynamics 365, plan on one or two setup sessions depending on complexity.

Verdict

Planir combines multi-entity reporting, currency conversion, intercompany eliminations, and traceability in one view. Consider its read-only connection model and request pricing before choosing it.

Questions

How much does Planir Multi-Entity Consolidation cost?

Pricing is on request and requires a working session.

Which accounting systems does it connect to?

Listed group or parent connections are NetSuite, SAP, Dynamics 365, and Sage Intacct. Xero and QuickBooks Online are listed for subsidiaries.

Can it eliminate intercompany activity?

Yes. It can eliminate intercompany loans, management fees, and trading each cycle using configured rules, with overrides available.

Does Planir write data back to accounting systems?

No. Planir reads from accounting systems, which remain the systems of record.

What platforms are available?

Planir lists web and API platforms.

What security controls does Planir state it uses?

Planir states it is SOC 2 Type II certified, uses Azure, AES-256 encryption, and enforced MFA. It also describes role-based permissions and audit logs; ISO 27001 certification is in progress.

Facts from Planir Multi-Entity Consolidation's own pages

Accounting connections
The product page lists NetSuite, SAP, Dynamics 365, and Sage Intacct for group or parent connections, with Xero and QuickBooks Online at subsidiary level. · planir.app, 4 Oct 2026
Currency conversion
Planir applies closing rates to balance sheets and average rates to P&L, with exchange-rate sources configurable by entity and period. · planir.app, 4 Oct 2026
Data controls
Security controls include role-based permissions by company and GL account, audit logs, and a statement that customer financial data is never used to train models. · planir.app, 4 Oct 2026
Headquarters
Singapore · planir.app, 28 Sept 2026
Intended users
Planir describes the product as intended for CFOs and finance teams at multi-entity groups, particularly across APAC. · planir.app, 4 Oct 2026
Intercompany
Intercompany loans, management fees, and trading can be eliminated automatically each cycle, with rules configured once and overrides available. · planir.app, 4 Oct 2026
Other integrations
Planir's integrations page lists MYOB, Salesforce, HubSpot, Snowflake, Databricks, SharePoint, Box, Excel, Google Sheets, and universal API and SFTP connections. · planir.app, 4 Oct 2026
Purpose
Planir consolidates financials across entities, accounting systems, and currencies for CFOs and finance teams running multi-entity groups across APAC. · planir.app, 4 Oct 2026
Read-only accounting access
Planir reads from accounting systems and does not write back to them; each accounting system remains the system of record. · planir.app, 4 Oct 2026
Reports
The consolidated group view includes P&L, balance sheet, and cash flow, with reporting at entity, subgroup, or full-group level. · planir.app, 4 Oct 2026
Security
Planir states it is SOC 2 Type II certified, uses Azure, AES-256 encryption and enforced MFA, and that ISO 27001 certification is in progress. · planir.app, 4 Oct 2026
Setup
The page says Xero or QuickBooks Online groups can be set up in hours, while groups including NetSuite or Dynamics 365 may take one or two sessions depending on complexity. · planir.app, 4 Oct 2026
Traceability
Consolidated figures can be traced from the group view through entity and account to source transactions, and the audit trail records syncs, mapping changes, eliminations, and overrides. · planir.app, 4 Oct 2026

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