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 data from 1S

  • Fast import of accounting data from 1S.
  • Mapping budget items to accounts in 1S.
  • Flexible settings of mapping scheme.
  • Reusable mapping schemes.
  • Supports various configurations of 1S.

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.