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Planir Multi-Entity Consolidation

Planir Multi-Entity Consolidation combines financial data across entities, accounting systems, and currencies for CFOs and finance teams managing multi-entit…

Place
#28 of 35
Score
5.2
Planir Multi-Entity Consolidation's website

What Planir Multi-Entity Consolidation is

Planir Multi-Entity Consolidation combines financial data across entities, accounting systems, and currencies for CFOs and finance teams managing multi-entity groups, particularly across APAC. Consolidated P&L, balance sheet, and cash flow reports can be viewed by entity, subgroup, or full group. Listed connections include NetSuite, SAP, Dynamics 365, Sage Intacct, Xero, QuickBooks Online, MYOB, Salesforce, HubSpot, Snowflake, Databricks, SharePoint, Box, Excel, Google Sheets, CSV, universal API, and SFTP. Intercompany loans, management fees, and trading can be eliminated automatically each cycle, with configured rules and overrides. Closing rates apply to balance sheets and average rates to P&L, with exchange-rate sources configurable by entity and period. Figures trace to source transactions, and audit trails record syncs, mapping changes, eliminations, and overrides. Planir reads accounting systems without writing back. It states SOC 2 Type II certification, Azure hosting, AES-256 encryption, enforced MFA, and role-based controls. Pricing is on request.

Good

  • Entity, subgroup, and group reporting
  • Automatic intercompany eliminations
  • Multi-currency conversion rules
  • Broad accounting and data integrations
  • Traceable audit trail

Watch out

  • Pricing requires a working session
  • Does not write back to accounting systems
  • Setup timing varies by system complexity
  • ISO 27001 certification is in progress

Who it suits

CFOs and finance teams running multi-entity groups, especially across APAC. It suits organizations needing multi-currency consolidation, intercompany elimination, and traceable reporting.

Verdict

Planir provides consolidated reporting, currency handling, eliminations, and source-level traceability for multi-entity finance operations. Its read-only approach preserves accounting systems as systems of record, while pricing and setup require direct planning.

Plans and prices

From Planir Multi-Entity Consolidation's own pricing page, checked 4 Oct 2026.

All about pricing
PlanPriceWhat it gives you
Planir Multi-Entity ConsolidationPriced on requestPricing requires a working session; no public subscription price shown

The facts

Each one read from Planir Multi-Entity Consolidation's own pages, with the date it was checked.

What it does

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.checked 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.checked 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.checked 4 Oct 2026
Intended users
Planir describes the product as intended for CFOs and finance teams at multi-entity groups, particularly across APAC.checked 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.checked 4 Oct 2026
Purpose
Planir consolidates financials across entities, accounting systems, and currencies for CFOs and finance teams running multi-entity groups across APAC.checked 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.checked 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.checked 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.checked 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.checked 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.checked 4 Oct 2026

The company

Headquarters
Singaporechecked 28 Sep 2026
Intercompany
Intercompany loans, management fees, and trading can be eliminated automatically each cycle, with rules configured once and overrides available.checked 4 Oct 2026

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