The complete FP&A platform for finance teams

Connect every source your financial data lives in. Plan, report, and analyse in one platform built for the way Finance Controllers and CFOs actually work.

Book a Demo Generate Your First Report
Xero Partner
Xero Partner
SOC Certification
Certified SOC 2 Type 2
G2
Customers love us ★★★★★
YOUR DASHBOARD

FINANCIAL PERFORMANCE DASHBOARD

Track your KPIs, drill into financials, and explore consolidated insights across all entities in real time

For the Month ending Jun 2025 Base Scenario Base Case
PROFIT & LOSS ↓ +
Total Revenue
$487.2K
↓ -76.44% vs Jun 2024
Gross Margin
92.8%
↓ -13.31% vs Jun 2024
EBITDA
-$163.6K
↓ -94.15% vs Jun 2024
Net Margin
-33.6%
↓ -124.84% vs Jun 2024
Revenue vs Expenses
Net Profit Margin Revenue Operating Expenses
$0.0k $200.0k $400.0k $600.0k $800.0k -40.0% -20.0% 0.0% 20.0% 40.0% Jul 2024 Oct 2024 Jan 2025 Apr 2025 Jun 2025
Gross Profit Margin Trend
Gross Profit Margin
65.0% 80.0% 95.0% 100.0% Jul 2024 Oct 2024 Jan 2025 Apr 2025 Jun 2025
EBITDA Trend
EBITDA
-$200.0k $0.0k $200.0k $400.0k Jul 2024 Oct 2024 Jan 2025 Apr 2025 Jun 2025
Profit & Loss Summary
Jul 2024 Aug 2024 Sep 2024 Oct 2024 Nov 2024 Dec 2024 Jan 2025 Feb 2025 Mar 2025 Apr 2025 May 2025 Jun 2025
Revenue 387,951 438,731 336,850 360,952 285,344 505,233 517,669 342,185 400,608 462,626 421,156 487,144
SaaS Subscription Revenue 387,951 438,731 336,850 360,952 285,344 505,233 517,669 342,185 400,608 462,626 421,156 487,144
Cost of Goods Sold 15,144 36,528 79,760 82,307 85,558 76,961 89,325 96,236 87,628 93,546 14,933 34,858
Subscriptions 15,144 36,528 79,760 82,307 85,558 76,961 89,325 96,236 87,628 93,546 14,933 34,858
Gross Profit 372,807 402,203 257,090 278,645 199,786 428,272 428,344 245,950 312,979 369,079 406,223 452,326
Trusted by Finance Controllers and CFOs at funded, governed, and multi-entity businesses

Plan, Report, Consolidate in one platform

One governed financial layer underneath every workflow. No more reconciling between spreadsheets, dashboards, and reporting tools.

MANAGE CONNECTIONS
Data Connections + Add Connection
CONNECTED PLATFORMS
x
Xero
4 companies · Synced · 1 sync error
Connected Sync Now
COMPANYTYPESTATUSACTIONS
RSRoger's SaaS Co
Single Entity Synced Sync Now
BKBlue Kite Ventures
Single Entity Synced Sync Now
AVAILABLE TO ADD
qb
Quickbooks
Connect from QuickBooks.
Add
E
Excel
Upload financial data.
Add

Plan

  • 3-way budgeting linked across P&L, balance sheet, and cash flow
  • Driver-based modelling from units, headcount, and operational drivers
  • Scenario analysis with multi-variable what-if modelling
  • Investor-grade projections with documented assumptions
ANALYZE
EXECUTIVE SUMMARY
Track your KPIs, drill into financials, and explore consolidated insights across all entities in real time
✦ AI FINANCIAL HEALTH ASSESSMENT
Critical Operating Expense Spike Drives June 2025 into Loss Territory
The company experienced a severe operational disruption in June 2025, with operating expenses spiking to 126.43% of revenue compared to 16.37% in May 2025. This unprecedented expense ratio resulted in negative EBITDA of -$163,643 and a net profit margin of -33.59%, marking the first monthly loss in the trailing twelve-month period.
Op Expense Ratio
126.43%
↑ 672.21%
Net Profit Margin
-33.59%
↓ -141.94%
EBITDA
-$163.6K
↓ -148.52%
NI Growth
-148.52%
↓ -2704.35%
Free Cash Flow
-$817.7K
↓ -189.80%

Report

  • Board pack and investor update generation
  • Variance commentary using the SIAR framework (Signal, Impact, Analysis, Recommendation)
  • Account-level root cause drill-down to the underlying transactions
  • Anomaly detection across every transaction
  • KPI dashboards across financial and operational metrics
  • Brandable, unlimited reports with PDF and Excel export
ANALYZE
ACCOUNT INTELLIGENCE
Leverage AI to gain insights into account performance and trends
Current Net Cash Flow
(797,627)
Jun 2025
Comparison Cash Flow
910,490
May 2025
Absolute Change
(1,708,116)
↓ -188%
Trend Direction
Declining
Strong decline
Root Cause Analysis
Stagnant Financial Performance
Net income remained at $0.00, representing a variance of $0.00 compared to prior period.
Zero Operational Cash Flow
Working capital accounts showed balances of $0.00 indicating no customer invoicing.

Consolidate

  • Real-time consolidation across entities and accounting systems
  • Intercompany eliminations for loans, management fees, and trading
  • Multi-currency conversion at closing rate for balance sheet, average rate for P&L
  • Unified chart of accounts mapping across the group
  • Drill from any consolidated figure to the source entity, account, and transaction

Built for the way finance teams actually work

What separates Planir from spreadsheets, dashboards, and enterprise FP&A tools.

01

Excel-friendly, not Excel-hostile

Replace what is broken about Excel. Keep what works.

  • ✦Clean import and export, no formatting losses
  • ✦Spreadsheet conventions preserved in the interface
02

Multi-entity consolidation built in

Run a parent on NetSuite and a subsidiary on Xero in one view.

  • ✦Real-time consolidation across entities and accounting systems
  • ✦Intercompany eliminations and multi-currency, applied automatically
03

Governance your board can defend

Audit-grade controls, not enterprise add-ons.

  • ✦Audit trail on every change, with timestamp and user
  • ✦Role-based access by company and GL account

Use cases

From your accounting data to your board's report. From your investor update to your group budget.

The financial section of every monthly investor update

P&L, balance sheet, cash position, KPI dashboards, and structured commentary generated from your live accounting data. You add the strategic update and send.

See investor reporting →
Plan
Profit & Loss Statement
Revenue and Expense Analysis
Account Jan 2025 Feb 2025 Mar 2025
▼ Revenue 487,184 492,056 496,976
SaaS Subscription 487,184 492,056 496,976
▼ Cost of Goods Sold 34,858 35,206 35,558
Gross Profit 452,326 456,850 461,418
▼ Operating Expenses 615,969 622,129 628,350
Net Income (163,643) (165,280) (166,932)

Customer outcomes

5X
Faster quarterly forecast
”
The Budget Agent built our quarterly forecast across the Singapore and regional entities with every assumption documented. We reviewed the logic in an afternoon instead of building from scratch over a week.
Wei Lin Tan
Regional Finance Controller, Epson
3X
Faster investor reporting
”
Our investor pack used to take three days to build. The financial section now generates from our live data, and I add the strategic update. The board sees the same structure every month.
Priya Raman
Head of Finance, Fonterra
”
The Report Agent eliminated our bottleneck. What used to take our team two weeks now takes two days, and the board gets consistent, auditable reports every month.
Sarah Mitchell
CFO, Mellow Sleep
”
Consolidating eight entities across three currencies used to break Excel by quarter-end. The intercompany eliminations, multi-currency conversion, and group budget all sit in one place now.
Daniel Koh
Group Finance Controller, KRU

Connected wherever your financial data lives

Direct connections to your accounting system or ERP, with delta syncing and no monthly export-upload cycle.

See all integrations →
Xero
QuickBooks
NetSuite
Excel

See Planir with your own data

Bring your live accounting data. Leave with a budget, a forecast, and the financial section of your next board pack.

Book a Demo Generate Your First Report