Features
Features
Control revenues and expenses
- Full Profit & Loss Budget.
- Shows profitablility and EBITDA indicators.
- Helps to get rid of a mess of excel files.
- Autofill of budget items streamlines the planning process.
- Interactive financial charts.
Features
Analysis & forecast
- Plan vs actual analysis.
- Highlights over and under budget items.
- Actual vs last year analysis.
- Profit & Loss forecast.
- Prepares forecast with various scenarios.
Features
Adaptability & flexibility
- Custom budget categories and items.
- Multi-level hierarchy of budget items.
- Multiple budget versions.
- Financial year shift.
- Choice of budget currency.
Features
Integration with Excel
- Export any budget from Planior to Excel file.
- Fill Excel file with your budget data.
- Import budget from Excel file to Planior.
- Export budget reports and analytics to Excel file.
- Export financial forecast to Excel file.
Features
Import transactions from various sources
- Upload a bank statement in OFX format.
- Import transactions from Excel files.
- Import transactions from CSV files.
- Import transactions from internet acquiring.
- Connect your bank feeds to Planior.
Features
Safety and reliability
- All traffic is encrypted with SSL.
- Regular data backups.
- Maintains a straightforward privacy policy.
- Keeps financial data safe and protected.
- The service is accessible from any location.
Features
Teamwork
- Provides access for your team members to collaborate on budgeting.
- Several user roles (user, manager, administrator).
- Manage what budgets your team members have access to.
- Simple management of user access and permissions.
- Online tools for collaboration.
