Pricing — Planir

Included in every plan

The platform capabilities every Planir customer gets, regardless of tier.

Audit trail on every change

Every sync, override, and approval logged with timestamp, user, and before-and-after state.

Unlimited users

Bring your whole finance team and your board reviewers. No per-seat fees.

Excel and PDF export

Push any report or budget out to the formats your board and investors already use.

No contracts, no per-seat fees

Monthly or annual billing, cancellable anytime. The price you see is the price you pay.

SOC 2 Type II certified

Independent third-party attestation across security, availability, and confidentiality.

How pricing scales with you

Per-entity pricing means you only pay for the structure you actually have, not for seats or modules.

Per entity

Pay for the legal companies in your group, not for seats, modules, or feature add-ons.

Scales without contracts

Add entities at your tier rate as your group grows. No contract change, no procurement cycle.

Self-serve upgrades

Move tiers in the platform when you outgrow yours. Most groups stay on one tier for years.

What counts as an entity

Each separate legal company in your group. Operating subsidiaries, holding companies, dormant entities, and joint ventures count separately. Departments, cost centres, and product lines do not.

Common questions

The questions Finance Controllers ask before committing.

How accurate are the numbers in the reports?

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Every number in every Planir report is computed deterministically from source accounting data through validated pipelines. Numbers are not generated by a language model. The data layer pulls directly from your Xero, QuickBooks, NetSuite, or Dynamics 365 connection and runs structured financial computation on it. The platform writes the commentary and the analysis; the data layer guarantees the numbers. This separation is architectural rather than optional, and every figure in a final report is traceable back to source data.

How long does setup take?

For Xero or QuickBooks customers, most groups are live within 30 minutes of connecting. The platform reads your chart of accounts, maps it to the canonical Planir structure, and generates your first dashboard and report. For NetSuite or Dynamics 365 customers, setup typically takes a few hours rather than the weeks required by enterprise FP&A platforms. The platform reads the ERP's subsidiary structure, custom segments, and dimensional configuration and proposes a mapping; you review and adjust in a single session.

Do I still need to do anything manually?

You review and approve. Planir generates the financial foundation of your board pack or investor update, builds your driver-based budget, runs your variance analysis, and constructs your dashboards. You review the output, override where your business context requires it, and add the strategic and operational narrative that only you can write. The platform does the construction work; you provide the judgment.

Does Planir replace Xero or QuickBooks?

No. Xero and QuickBooks remain your accounting system. They handle transactions, bookkeeping, tax compliance, and the general ledger. Planir sits on top, reading from your accounting system in real time and giving you the planning, reporting, analysis, and consolidation layer that accounting systems are not designed to provide. The two work together.

How does the budget review work?

The platform builds your 3-way budget from operational drivers (units and price for revenue, headcount and loaded cost for personnel, supplier ratios for cost of goods) and links P&L, balance sheet, and cash flow together from the first draft. Every material assumption is documented next to the number it produces, with the historical basis cited inline. You review each assumption, override where your business context dictates a different value, and approve. The budget you commit to is the budget your board reviews, with every assumption traceable.

What counts as an entity, and what happens when I add more?

Each separate legal company in your group counts as one entity. When you add an entity beyond your tier's included count, you pay the per-entity rate for that tier (shown on each card). If your entity count grows past your tier's threshold, the platform suggests an upgrade to the next tier. Upgrades and additions are self-serve and reversible within the billing period.

Pricing built for how your group grows

Choose your plan