Planir Multi-Entity Consolidation

Spec sheet

Purpose

Planir consolidates financials across entities, accounting systems, and currencies for CFOs and finance teams running multi-entity groups across APAC.Read 4 Oct 2026 · planir.app

Intended users

Planir describes the product as intended for CFOs and finance teams at multi-entity groups, particularly across APAC.Read 4 Oct 2026 · planir.app

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.Read 4 Oct 2026 · planir.app

Headquarters

SingaporeRead 28 Sep 2026 · planir.app

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.Read 4 Oct 2026 · planir.app

Currency conversion

Planir applies closing rates to balance sheets and average rates to P&L, with exchange-rate sources configurable by entity and period.Read 4 Oct 2026 · planir.app

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.Read 4 Oct 2026 · planir.app

Intercompany

Intercompany loans, management fees, and trading can be eliminated automatically each cycle, with rules configured once and overrides available.Read 4 Oct 2026 · planir.app

Other integrations

Planir's integrations page lists MYOB, Salesforce, HubSpot, Snowflake, Databricks, SharePoint, Box, Excel, Google Sheets, and universal API and SFTP connections.Read 4 Oct 2026 · planir.app

Read-only accounting access

Planir reads from accounting systems and does not write back to them; each accounting system remains the system of record.Read 4 Oct 2026 · planir.app

Reports

The consolidated group view includes P&L, balance sheet, and cash flow, with reporting at entity, subgroup, or full-group level.Read 4 Oct 2026 · planir.app

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.Read 4 Oct 2026 · planir.app

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.Read 4 Oct 2026 · planir.app

Plans and prices

Every Planir Multi-Entity Consolidation plan and price →

Where Specifiction places it

• Financial Consolidation Software#25 of 356.8