Overview
Planir is an AI-powered planning, reporting, and financial intelligence platform built for modern finance teams. From monthly management reports to integrated budgets, consolidations, dashboards, and forecasts, businesses use Planir to connect their financial data, understand performance, and make faster decisions.
With Planir, finance teams can move beyond disconnected spreadsheets and static reports. Create driver-based budgets, build board-ready reporting packs, consolidate multiple entities, monitor KPIs, and bring accounting, operational, and non-financial data into one connected view. Planir is built for Finance Controllers, CFOs, and growing businesses that need clearer visibility, stronger governance, and faster financial decision-making.
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Budgeting and planning: Build structured budgets and forecasts across revenue, expenses, cash flow, headcount, and key business drivers. Planir helps finance teams move from spreadsheet-based planning to connected, scenario-ready planning workflows.
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Reporting and dashboards: Create financial reports, dashboards, KPIs, and management packs that give teams a clearer view of performance. Track P&L, balance sheet, cash flow, variances, trends, and key metrics in one place.
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Consolidation: Consolidate multiple entities, business units, or subsidiaries with clearer control over group reporting. Support multi-entity reporting, eliminations, adjustments, and consolidated financial views for faster month-end and board reporting.
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Enhance your data: Connect accounting data with operational, commercial, and non-financial data from different sources. Bring together data from Xero, QuickBooks, spreadsheets, ERPs, CRMs, payroll tools, and other systems to create a single source of financial truth.
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13-week cash forecast: Planir helps finance teams build short-term cash forecasts to monitor liquidity, expected inflows, outgoing payments, and upcoming cash pressure across the business.
Planir + Xero
Planir connects directly to your Xero organization through a persistent, live connection. Once authorized, your financial data syncs automatically. No monthly exports, no manual uploads, no file transfers. Your reports always reflect your latest Xero data.
What data Planir pulls from Xero
Planir reads your chart of accounts, profit and loss data, balance sheet data, trial balance, transaction details, tracking categories, and contact records. This data powers every report, budget, forecast, and dashboard the platform generates. The connection is read-only. Planir never writes to or modifies your Xero data.
How the data sync works
When you connect your Xero organization, Planir establishes a persistent authorised connection using Xero's official OAuth 2.0 API. Your data syncs automatically on an ongoing basis, so reports generated today reflect the transactions posted yesterday. There is no need to manually trigger a refresh or re-export data each month.
For multi-entity organizations, you can connect multiple Xero organizations to a single Planir account. Each entity maintains its own live connection, and consolidated reporting pulls from all connected sources.
Data accuracy and separation
Planir maintains a strict separation between the data layer and the AI layer. Every number in your reports is computed from your Xero source data, not generated or estimated by AI. The AI handles commentary, formatting, structure, and presentation. This means your board sees numbers that are traceable back to the original Xero transactions.
Security and privacy
Your Xero data is transmitted and stored securely. Planir uses encrypted connections for all data transfers and follows industry-standard security practices to protect your financial information. Access is controlled through Xero's own authorization framework, so you manage permissions using your existing Xero user roles.
Additional data sources
While Xero is the primary integration, Planir also supports a native QuickBooks Online connection for organizations using that platform. For businesses not yet on a supported cloud accounting system, CSV and Excel file uploads are available as a manual alternative. Regardless of the data source, all reports and analysis follow the same format and quality standards.
Pricing plans
This app includes a free 14 day trial
Starter
- + $70.00 /per additional company/month
- Financial Dashboards
- Driver-based budgeting and forecasting
- Variance analysis with structured commentary
- GL Data Import
- Direct Cashflow
- Cashflow Forecasting
- Account Intelligence
- Transaction Intelligence
- Unlimited Brandable Reports
Growth
- + $50.00 /per additional company/month
- Everything in Starter
- Multi-currency Consolidation
- Alerts and Notifications
- Portfolio Views
- Business Review
Scale
- Everything in Growth
- Customized Integrations
- Dedicated Implementation and onboarding
- Dedicated Customer Success Manager
- Priority Support
Getting started
Getting started with Planir takes less than five minutes. The fastest way to begin is to click the "Get this app" button at the top of this listing page. This takes you straight into the setup flow with your Xero account.
Step 1. Start the Xero Connection
- From the sidebar, go to Home to open the Add and Manage Your Data Connections page.
- Locate the Xero card.
- Click Add Connection.
- You will be redirected to Xero's secure authorization page.
Step 2. Authorize Planir in Xero
- Log in to your Xero account (if you aren't logged in already).
- Choose the Xero organization you want to connect.
- Click Allow Access to grant Planir permission to read your financial data.
Planir uses read-only access. Nothing is ever written back to Xero.
Planir syncs automatically every 24 hours unless you trigger a manual refresh. The sync should begin automatically after you authorize Planir to access your financial data.
Step 3. Wait for the Initial Sync to Complete
Your sync may take several minutes depending on:
- Size of your Xero organization
- Number of accounts and transactions
- Amount of historical data selected
You can navigate away as the sync runs in the background.
During the sync, Planir imports and translates your Xero data into financial statements, your chart of accounts, KPIs, and dashboard tiles.
Planir imports and translates your Xero data as follows:
Step 4. Review Your Connected Company
Once the sync finishes, your connected entity appears under the Xero card with a green status dot and the most recent sync timestamp. From here you can manage the connection directly:
- Sync Now — pull the latest data immediately
- Disable Auto-sync — pause the daily automatic refresh
- Disconnect — remove the Xero connection from this workspace
Then review your:
- ✔ Financial Statements — verify Profit & Loss, Balance Sheet, and Cash Flow
- ✔ Chart of Accounts — check naming, groups, and structure
- ✔ Metrics — initial KPIs auto-populate based on your accounts
- ✔ Dashboards — the Insights Dashboard will display your first set of visuals
If anything looks off, click Sync Now to refresh your data.
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