Forecasting & planning
Planir
FP&A platform for mid-market finance teams
Straight answers
- What is Planir?
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Planir is forecasting and planning software for accounting firms and their clients. Planir helps finance teams plan, report, consolidate, and forecast from one connected workspace. It integrates with NetSuite, SAP, Microsoft Dynamics 365, Sage, Xero, QuickBooks Online.
- Who is it for?
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Planir is for accounting firms and their clients, and the vendor names cfos and fp&a teams.
- What does it cost?
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Planir does not publish prices The Firm could quote; the vendor's pricing page is linked from this listing.
- What's the catch?
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Planir has not claimed this listing, so the description is The Firm's compilation from the vendor's own site rather than the vendor's words.
Overview
Planir is a financial planning and analysis platform that connects every entity and financial system in one governed source of truth. It is designed for mid-market finance teams to manage budgeting, reporting, and consolidation without the complexity of enterprise-scale implementations.
Planir integrates with various accounting systems, allowing for real-time data synchronization and multi-entity consolidation. The platform supports driver-based budgeting and scenario analysis, ensuring that financial plans are based on operational drivers rather than historical growth rates.
Compiled by The Firm from the vendor's website, checked 4 Sep 2026. Not reviewed by the vendor. Claim this listing to correct it.
The facts
Compiled from the vendor's own site, dated- Category
- Forecasting & planning
- Works with
- NetSuite, SAP, Microsoft Dynamics 365, Sage, Xero, QuickBooks Online +1
- Available in
- Sold everywhere; no region stated
- Who runs it
- CFOs and FP&A teams
- Listing
- Compiled by The Firm from the vendor's own site
- Last checked
- 4 Sep 2026
Planir does not publish prices The Firm could quote.
What it does
From the vendor's own site- Real-time consolidation across entities
- Driver-based budgeting
- Automated financial presentations
- Variance commentary generation
- Multi-currency conversion
Works with
7 integrations mapped- NetSuite
- SAP
- Microsoft Dynamics 365
- Sage
- Xero
- QuickBooks Online
- MYOB
0/5
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Planir, answered
The questions firms search for before they trial it- What is Planir?
- Planir is forecasting and planning software for accounting firms and their clients. Planir helps finance teams plan, report, consolidate, and forecast from one connected workspace. It integrates with NetSuite, SAP, Microsoft Dynamics 365, Sage, Xero, QuickBooks Online.
- Does Planir integrate with NetSuite?
- Yes. Planir lists NetSuite as an integration, alongside SAP, Microsoft Dynamics 365, Sage, Xero. The Firm's directory can be filtered by NetSuite to see the other tools that plug into the same stack.
- Does Planir integrate with Microsoft Dynamics 365?
- Yes. Planir lists Microsoft Dynamics 365 as an integration, alongside NetSuite, SAP, Sage, Xero. The Firm's directory can be filtered by Microsoft Dynamics 365 to see the other tools that plug into the same stack.
- Does Planir integrate with Sage?
- Yes. Planir lists Sage as an integration, alongside NetSuite, SAP, Microsoft Dynamics 365, Xero. The Firm's directory can be filtered by Sage to see the other tools that plug into the same stack.
- What does Planir integrate with?
- Planir lists 7 integrations: NetSuite, SAP, Microsoft Dynamics 365, Sage, Xero, QuickBooks Online, MYOB. Integrations are as the vendor names them; the directory groups every tool by what it connects to.
- Who is Planir for?
- Planir is built for CFOs and FP&A teams. It is forecasting and planning software, listed on The Firm's practice shelf.
- Can a firm see Planir before buying?
- Yes. Planir offers a demo or trial page, linked from the Book a demo button on this listing. Terms of any trial are the vendor's.
- Who maintains this Planir listing?
- The Firm compiled this listing from the vendor's own website (checked 3 September 2026); Planir has not yet claimed it. Claiming is free and lets the vendor correct any detail here.
- How does a firm choose between forecasting and planning tools?
- The Firm's guide to choosing forecasting and planning software, on the Forecasting & planning category page, sets out what a practice uses this kind of tool for, what to look for and what to avoid. The directory lists every forecasting and planning tool; listing is not a ranking.
- Where is the data hosted? Vendor
- Planir is hosted on Microsoft Azure with secure, redundant data centers and geographic distribution.
- Is Planir SOC 2 compliant? Vendor
- Planir is SOC 2 Type II compliant, maintaining a secure software development lifecycle and regular third-party security audits.
- What security controls are in place? Vendor
- Planir implements data protection, access and authentication, compliance and certifications, and infrastructure security.
- Can I export all my data if I leave Planir? Vendor
- Data ingested into Planir remains the user's data, and it can be exported at any time during the subscription.
Answers are ours, grounded in this listing's facts; answers marked "vendor" are as published on Planir's own site, checked 4 Sep 2026. Tell us an answer is wrong
What changed on this listing
Every edit, dated, with who made it- Sept 2026 faq updated. Checked by The Firm
Is this your product?
This listing was compiled from the vendor's own website and app-store copy. Claiming it is free: write your own description, list your features and integrations, add screenshots and pricing, reply to reviews, and get a monthly note on who is clicking through.
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