Knowledge base

Set up Planir the right way from the beginning connect your accounting system, sync your data, and prepare your Chart of Accounts and KPIs.

Understand your core financial statements in Planir and explore how your revenue, expenses, profits, assets, liabilities, and cash position change over time.

Identify patterns, spot unusual movements, and understand the drivers behind changes in your financial data using Planir’s analysis tools.

Create dashboards, customise tiles, and build KPIs that turn your financial data into clear, visual insights.

Configure how Planir’s AI explains your financial data so you receive insights in the tone, depth, and style that fit your workflow and reporting needs.

Manage your personal profile, user access, company settings, and workspace preferences to keep Planir secure, organised, and tailored to your team’s needs.