Investor-ready reporting without the monthly rebuild.
The finance close tells you what happened. The board pack has to explain what it means.
Planr gives finance a governed reporting layer above ERP, Excel, CRM, HRIS, and board-pack files, so approved numbers can become source-linked reports investors can trust.
Trusted by leading investment firms
The close, the management report, and the board pack are not the same job.
Each output needs a different balance of control, speed, and narrative. CFOs get stuck when one manual workflow is expected to serve all three.
The close needs control.
The books need stable numbers, period discipline, and a clear trail back to the accounting foundation.
Management reporting needs speed.
Operators need current variance, pipeline, headcount, cash, and local context while there is still time to act.
The board pack needs the story.
Investors need numbers they can trace, movement they can understand, and a view that survives questions.
From company data to an investor view finance can defend.
Planr sits above the tools a company already uses. It accepts the practical reality of existing files and systems, then gives finance a controlled way to approve, lock, and reuse the reporting view.
Finance plus operating reality
- ERP, Excel, finance tools, and board packs
- CRM, sales pipeline, and customer signals
- HRIS, headcount, PDFs, and commentary
A governed reporting workflow
- Map recurring inputs into a governed model
- Let finance approve data before it is published
- Lock periods, versions, and source trails
A pack the board can trust
- Board pack and investor report
- Variance view and weekly flash
- Source trail behind every number
Not another reporting template. A governed layer between the close and the board pack.
Planr helps CFOs preserve the integrity of the close while giving management and investors a faster, traceable view of performance.
The pressure shows up in four places.
The common problem is not lack of effort. It is that investor reporting asks for a joined-up view the underlying systems were never designed to produce together.
Turn the recurring report into a controlled workflow.
Planr helps CFOs move from rebuilding the same pack every cycle to reusing approved reporting logic, source links, locked periods, and investor-ready context.
- Reuse reporting logic without copying last month's spreadsheet.
- Keep supporting files and system inputs attached to the view.
- Give investors a clearer view without another custom manual process.
Move from "is this right?" to "what changed?"
Finance teams lose time when every variance starts with a trust question. Planr keeps the source trail visible so review can move toward explanation and action.
- Trace movement back to source systems and supporting records.
- Compare current performance with prior locked periods.
- Bring operating drivers into the same review conversation.
The investor story often sits outside finance.
A board pack may need pipeline, headcount, sales activity, churn, and local operating signals. Planr helps finance bring those inputs into the report while still controlling what gets published.
- Connect financial performance to sales, people, and operating data.
- Support explanation, not just consolidation.
- Help investors see why the number moved, not just that it moved.
Your ERP and consolidation tools still have a job.
Planr is useful when the unresolved burden is the layer above them: mapping messy inputs, approving reporting data, adding operating context, and producing the investor-ready view.
- Complement existing finance systems rather than replacing them.
- Bring non-finance operating data into the reporting workflow.
- Create a governed investor view across systems that do not naturally speak to each other.
The reporting layer should make finance more confident, not less.
Will this replace our ERP or Excel process?
No. Planr sits above existing systems and reporting inputs. It helps finance reuse, validate, and explain the data without turning the close into a new software migration.
Can finance approve what gets used?
Yes. The workflow is designed around control: source inputs can be reviewed, approved, locked, and traced before they become part of the reporting view.
What if portfolio companies resist integrations?
Planr can start from the reports and files teams already produce, then move toward deeper connections where they make sense. Adoption does not have to begin with every system wired in.
We already have finance consolidation software. Why would we need Planr?
Finance consolidation may solve the numbers, but board packs often need more than finance. Planr brings HRIS, sales, pipeline, operating, document, and finance data into one controlled workflow.
See how your reporting pack could work in Planr.
Bring a sample board pack, investor report, or reporting workflow. We will show how Planr can turn the recurring process into an approved, traceable workflow.
