Connect Your Data Source
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Import GL Data from Synergix
Import your General Ledger, Trial Balance, and Chart of Accounts into Planir directly from Synergix Excel exports. This is the fastest way to bring...
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Upload Financials via Excel
Upload your financial data into Planir directly from Excel files. This is the most flexible way to load data when you don't use Xero or QuickBooks, or...
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Connect QuickBooks
Connect your QuickBooks company to Planir so you can import your financial data, build reports, create dashboards, and unlock AI-powered insights.Why...
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Connect Xero
Connect your Xero organization to Planir so you can import your financial data, build reports, create dashboards, and unlock AI-powered insights.Why...
