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Planir Multi-Entity Consolidation
Singapore
What it is
Planir Multi-Entity Consolidation combines financial information across entities, accounting systems, and currencies for CFOs and finance teams managing multi-entity groups, particularly across APAC. Consolidated views cover P&L, balance sheet, and cash flow at entity, subgroup, or full-group level. 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 each cycle through configured rules, with overrides available. Planir applies closing rates to balance sheets and average rates to P&L, with exchange-rate sources configurable by entity and period. Figures trace from group views to source transactions, while audit trails record syncs, mapping changes, eliminations, and overrides. Planir reads accounting systems without writing back. It is paid, with pricing available on request.
For and against
For
- Consolidates P&L, balance sheet, and cash flow
- Automates intercompany eliminations
- Supports multi-currency reporting
- Traces figures to source transactions
- Provides audit trails and role-based permissions
Against
- Pricing is available on request
- Reads accounting systems without writing back
- Some setups may require one or two sessions
- ISO 27001 certification is in progress
The verdict
Planir centralizes multi-entity reporting while preserving source accounting systems as records. Its eliminations, currency rules, traceability, and integrations address complex group-finance workflows.
Who it suits
It suits CFOs and finance teams overseeing multi-entity groups, especially organizations operating across APAC with varied accounting systems and currencies.
Plans and prices
Planir Multi-Entity Consolidation
Pricing requires a working session; no public subscription price shown
Read 4 Oct 2026 · planir.app
On the record
- 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 · read 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 · read 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 · read 4 Oct 2026
- Intended users
- Planir describes the product as intended for CFOs and finance teams at multi-entity groups, particularly across APAC.planir.app · read 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 · read 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 · read 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 · read 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 · read 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 · read 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 · read 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 · read 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 · read 4 Oct 2026
