Integrations
Seamless Integrations, Limitless Possibilities
Your data should work for you—not the other way around. Planr integrates directly with the systems you already use, centralizing financial, operational, and commercial data across your entire portfolio. No more data silos, manual exports, or disconnected insights.
Connect Planr to Your Entire Tech Stack
With plug-and-play integrations across ERPs, CRMs, accounting software, and proprietary systems, Planr ensures real-time, AI-powered intelligence that transforms how you track, analyze, and forecast performance.
Go Beyond Static Reports with Direct CRM Integration
Your CRM is more than just a deal tracker—it’s a goldmine of insights into pipeline health, sales velocity, and revenue trends. Instead of relying on exported Excel or PDF reports, Planr integrates directly with your CRM, capturing every data point—not just top-line figures. Track conversions, monitor rep performance, and forecast revenue with precision, ensuring a complete, real-time view of your sales pipeline without manual data pulls.
Seamless Finance & ERP Integration for Smarter Decision-Making
Your finance and ERP systems store essential financial data, but static reports and disconnected systems make it difficult to see the full picture. Planr integrates directly with your financial and operational platforms, ensuring real-time visibility into cash flow, revenue, and expenses—without waiting for exported reports. Instead of relying on Excel or PDFs, go straight to the source, leveraging AI to connect every data point for a complete, always up-to-date financial view across your portfolio.
HRIS Integration for Workforce & Revenue Alignment
Your HRIS holds key workforce data, but without integration with CRM and ERP systems, the true impact of hiring decisions remains unclear. Planr connects HR, sales, and financial data to provide a real-time view of hiring impact, sales ramp times, and workforce costs. Rather than relying on static reports, get dynamic forecasting that links headcount planning to revenue performance—ensuring smarter hiring decisions and optimized resource allocation across your portfolio.
Data Lake Integration for Always-On Intelligence
If you’re already centralizing data for deeper insights, why stop at storage? Planr seamlessly integrates with your data lake, ensuring our AI continuously analyzes the latest actuals—not outdated exports. Unlock real-time trend analysis, automated anomaly detection, and predictive forecasting, all powered by the freshest data available. Go beyond collection—turn your data lake into a true decision-making engine.
Revenue Intelligence, Supercharged
Your revenue intelligence tools provide insights, but they’re only telling part of the story. Connect them to Planr and unlock a 360° view of portfolio company performance—from pipeline health to cash flow impact. With AI-powered forecasting and real-time data syncing, you’ll see beyond surface-level metrics and make smarter, faster investment decisions.
Unify Disconnected Data & Tools
Still relying on spreadsheets and scattered systems for critical insights? Planr seamlessly integrates with your existing tools, eliminating manual data exports and fragmented reporting. Bring all your financial, operational, and commercial data into one AI-powered platform—so you can act on insights in real time, not after the fact.
Connected Systems. Smarter Decisions.
Stop wrestling with disconnected systems. Planr unifies your financial, operational, and sales data by integrating directly with your existing tech stack—eliminating silos, reducing manual work, and delivering real-time, AI-powered intelligence across your entire portfolio.
- Instant Data Syncing – No more outdated reports—your insights update in real time.
- Cross-Platform Visibility – A single source of truth across financial, operational, and sales data.
- Effortless Automation – Eliminate manual uploads, ensuring seamless data flow between systems.
- Custom API Connectivity – Tailored integrations that fit the unique needs of your fund or portfolio companies.
