---
description: Review of Planr Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Planr | Reviews, Pricing & Demos - SoftwareAdvice IE
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/4566/investment-management/software) > [Planr](/software/554343/Planr)

# Planr

Canonical: https://www.softwareadvice.ie/software/554343/Planr

> Planr is built for private equity firms that need clearer visibility across portfolio companies without relying on manual spreadsheet consolidation, inconsistent reporting packs, or disconnected dashboards. The platform gives operating partners, finance teams, investment teams, and portfolio company leaders a trusted data layer for portfolio monitoring, value creation, forecasting, and reporting.

Planr connects data from the places PE teams already work: spreadsheets, PDFs, board packs, ERP systems, CRM systems, finance platforms, and other operational sources. It helps standardise KPI definitions, organise company-level performance data, and create a more consistent view across funds, companies, functions, and operating priorities.

The main benefit is not just better dashboards. Planr helps firms move from backward-looking reporting to a more trusted forward view of portfolio performance. Teams can monitor financial, commercial, and operational KPIs, identify trends earlier, support board and investor reporting, and give operating partners and CFOs a clearer rhythm for value creation work.

Planr is especially useful when portfolio companies use different systems, different reporting formats, and different levels of finance maturity. The Planr team supports onboarding, data mapping, KPI definition, integrations, and ongoing implementation so firms can build a reliable operating view without asking every portfolio company to work in exactly the same way.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: Planr

## Commercial Context

- **Target Audience**: 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile)
- **Supported Languages**: Chinese, English, French, German, Spanish
- **Available Countries**: Canada, France, Germany, Ireland, United Kingdom, United States

## Features

- AI Copilot
- Activity Dashboard
- Alerts/Notifications
- Audit Trail
- Benchmarking
- Client Portal
- Customisable Reports
- Data Import/Export
- Document Management
- Financial Analysis
- Financial Management
- For Investment Advisors
- Forecasting
- Fund Management
- Generative AI
- Investments Tracking
- Mobile Access
- Modeling & Simulation
- Performance Metrics
- Portfolio Management

## Integrations (12 total)

- Acumatica Cloud ERP
- Airtable
- Gong.io
- HighLevel
- Microsoft Excel
- NetSuite
- Recurly
- Sage Intacct
- Snowflake
- Stripe
- Zoho CRM
- Zoho CRM Plus

## Support Options

- Email/Help Desk
- Knowledge Base
- Phone Support
- Chat

## Category

- [Investment Management Software](https://www.softwareadvice.ie/directory/4566/investment-management/software)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.ie/software/554343/Planr)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/554343-Planr/> |
| en-AU | <https://www.softwareadvice.com.au/software/554343/Planr> |
| en-GB | <https://www.softwareadvice.co.uk/software/554343/Planr> |
| en-IE | <https://www.softwareadvice.ie/software/554343/Planr> |
| en-NZ | <https://www.softwareadvice.co.nz/software/554343/Planr> |

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