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Forecasting & planning

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.

For Advisory and CFO services Multi-entity and groups

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Last checked
3 September 2026

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 3 September 2026. Not reviewed by the vendor. Claim this listing to correct it.

What it does

  • Real-time consolidation across entities
  • Driver-based budgeting
  • Automated financial presentations
  • Variance commentary generation
  • Multi-currency conversion

Works with

Open an integration to see every listed tool that plugs into the same stack.

Built for

CFOs and FP&A teams

From firms

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Common questions

Planir, answered

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.
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.

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