---
description: Detailed reviews on Planr based on features, pricing, usability, and ratings. Get a quick overview advantages and disadvantages. Compare Planr with similar products.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Planr Reviews, Prices & Ratings | GetApp Canada 2026
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/17/investment-portfolio-management/software) > [Planr](/software/2100075/planr)

# Planr

Canonical: https://www.getapp.ca/software/2100075/planr

> Planr helps private equity firms turn fragmented portfolio company data from spreadsheets, PDFs, ERP, CRM, finance systems, and board packs into a trusted data layer for monitoring, forecasting, reporting, and value creation.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## Overview

### Key benefits of Planr

Creates a trusted data layer for private equity portfolio monitoring, value creation, forecasting, and reporting.

Reduces manual consolidation across spreadsheets, PDFs, board packs, ERP, CRM, finance systems, and operational reporting sources.

Standardises KPI definitions and company-level performance data so firms can compare portfolio companies more consistently.

Gives operating partners, finance teams, investment teams, and portfolio leaders a clearer view of financial, commercial, and operational performance.

Supports board reporting, LP reporting, management reporting, revenue assurance, benchmarking, and portfolio performance reviews.

Helps firms move beyond backward-looking reporting by creating a more trusted forward view of trends, risks, and value creation priorities.

Includes implementation support for onboarding, data mapping, KPI configuration, integrations, and ongoing portfolio reporting refinement.

## 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
- Customizable Reports
- Data Import/Export
- Document Management Software
- Financial Analysis
- Financial Management Software
- 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 Software
- Phone Support
- Chat

## Category

- [Investment Management Software](https://www.getapp.ca/directory/17/investment-portfolio-management/software)

## Links

- [View on GetApp](https://www.getapp.ca/software/2100075/planr)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/all-software/a/planr/> |
| en-AE | <https://www.getapp.ae/software/2100075/planr> |
| en-AU | <https://www.getapp.com.au/software/2100075/planr> |
| en-CA | <https://www.getapp.ca/software/2100075/planr> |
| en-GB | <https://www.getapp.co.uk/software/2100075/planr> |
| en-IE | <https://www.getapp.ie/software/2100075/planr> |
| en-NZ | <https://www.getapp.co.nz/software/2100075/planr> |
| en-SG | <https://www.getapp.sg/software/2100075/planr> |
| en-ZA | <https://www.getapp.za.com/software/2100075/planr> |

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