An ITLink Product
The Future of Enterprise Performance Management and Business Intelligence
Planir brings the data layer, the modelling layer and the AI layer into one platform, so planning, consolidation, reporting and analytics run on the same governed numbers. No more reconciling one system against another.
- SOC 2 Type II certified
- Hosted on Microsoft Azure
- 99.9% uptime SLA
- 30+ years of planning & reporting delivery
Planning and Reporting Were Never Meant to Be Separate
Finance has spent two decades planning in one system, reporting in another and reconciling the two in spreadsheets. Planning tools hold the plan but struggle to tell the story. BI tools tell the story but cannot hold a plan. Planir puts both on one governed model and adds an AI layer that prepares the first draft.
Separate tools, separate numbers
- Budgets and forecasts in a planning tool or a workbook
- Dashboards in a BI tool, on a different extract of the data
- Consolidation and reconciliation done by hand in Excel
- Variance commentary written from scratch every month
- No line of sight from a board-pack figure back to the ledger
One platform, one version of the truth
- Every entity and every ERP in one governed data layer
- Plan, consolidate, report and analyse on the same model
- Write-back with an author, a version and an approval on every figure
- AI agents draft budgets, forecasts, reports and commentary
- Lineage from every report back to the source transaction
Planir is built by ITLink, the team that has delivered IBM Planning Analytics (TM1), OneStream and Power BI for finance teams since 1995. It is three decades of enterprise planning and analytics projects, turned into one platform.
Three Layers. One Platform.
Each layer does one job well, and all three share the same governed data. That is why the budget, the board pack and the variance commentary never disagree.
One governed source of truth
Connect every entity and every system the group runs, without replacing any of them.
- SAP, NetSuite, Dynamics 365 and Sage Intacct at group level
- Xero, QuickBooks Online and MYOB at entity level
- Salesforce, HubSpot, Snowflake, Databricks, SharePoint
- Any other system through API or SFTP
- Intercompany elimination and multi-currency translation
- Read-only: the ERP stays the system of record
Multidimensional, without the modelling programme
The cube-based model enterprise planning is built on, delivered through a surface Finance already knows.
- Entity, department, product, region and project dimensions in minutes
- Driver-based 3-way budgets: P&L, balance sheet and cash flow linked
- Row-based business rules instead of cell-by-cell formulas
- Scenario and what-if modelling
- Input, review and approval workflow across the business
- Excel add-in with live formulas and governed write-back
Agents that do the heavy lifting
The agent builds the first draft. Finance reviews it, adjusts it and approves it.
- Budget, Forecast, Report and Dashboard agents, with their reasoning recorded
- Variance commentary on the Signal–Impact–Analysis–Recommendation framework
- Account Intelligence: from account-level symptom to transaction-level cause
- Anomaly detection and cash flow forecasts with confidence intervals
- Natural-language questions over the group's numbers
- Nothing is final until a person signs it off
One Platform, Every Planning Use Case
From the group close to the sales forecast. Finance, operational and AI-powered use cases all run on the same governed model, so every plan ties back to the same numbers.
- Finance
- Operations
- AI-powered
Enterprise-Grade From Day One
Planir carries the governance a CFO, an auditor and an investor expect, built in rather than bolted on.
“The consolidation feature alone justified the decision to go with Planir.”
SOC 2 Type II certifiedIndependent attestation, with ISO 27001 certification in progress.
Security by MeasureRole-based access by company and GL account, down to the measure and field level. MFA enforced. Hosted on Microsoft Azure.
A complete audit trailEvery data sync, agent action, user edit, workflow step and configuration change, with before and after state.
Your data stays yoursCustomer financial data is not used to train models.
Live in Weeks, Not Quarters
Start with one priority Finance workflow, validated on your own data against a written definition of success. Then expand.
Align on scope
The priority workflow, success criteria, entities, users and integrations. The scoping session is free.
Connect and configure
Source systems connected and the chart of accounts mapped, with agents doing the heavy lifting.
Validate with Finance
Reconcile the numbers, test the business rules and confirm every output ties back to the ledger.
Go live and expand
The first workflow goes into production, then the next: consolidation, budgeting, board reporting.
Planir: Common Questions
See Planir With Your Own Numbers
A working session, not a slide deck. Bring one Finance workflow, whether consolidation, budgeting or the board pack, and see it running on your own entities and systems.
