Planning

What Planning does

Planning (legal entity: PLANNING AUDITORES E CONTADORES S/S LTDA) is a Brazilian outsourced accounting and tax services firm founded in 2015 and headquartered in Goiânia, Goiás. The company delivers BPO Contábil e Tributário, BPO de Folha de Pagamento, Auditoria e Consultoria Tributária, Inteligência Tributária, and Estruturações Corporativas to medium and large Brazilian enterprises, organized across 9 industry verticals (agribusiness, automotive, industrial, real estate/construction, transportation/logistics, retail/distribution, energy, hospitality, and services). Named client logos span McDonald's, Agrológica, Canopus Construções, Tuberfil, Casa & Terra, Jaicar, Vamos!, and Milhão.

The core technology stack is centered on deep integration expertise with at least 12 major Brazilian ERP platforms — Omie, TOTVS WINTHOR, TOTVS PROTHEUS, TOTVS, SAP HANA, SAP Business One, Sankhya, SENIOR, VIASOFT, SIAGRI, BSOFT, and ERP UAU — enabling Planning's 800+ professionals to operate natively within client financial systems rather than via a proprietary software platform. Planning reports R$100+ billion in client billing under management, 20,000+ employees managed across client companies, and delivery capability across 10 Brazilian state offices. The firm has been recognized by Leaders League and operates a content-marketing-led go-to-market with dedicated Reforma Tributária (IBS/CBS) educational content positioning it for the Brazilian tax-reform transition.

The business model is professional-services BPO sold via direct enterprise sales, custom proposals (no public pricing), and a partner/referral channel program. Services are priced on engagement-by-engagement bases; revenue streams include recurring monthly BPO retainers, payroll processing fees, project-based audit and tax consulting, contingency or fixed-fee tax credit recovery under Inteligência Tributária, and corporate structuring advisory. The most significant recent strategic move was the November 2024 acquisition of CCI Consultoria e Contabilidade to expand into Belo Horizonte (Minas Gerais). Planning operates as an independent, privately held firm with no disclosed PE/VC backing and no public listing.

Name

Planning

Legal name

PLANNING AUDITORES E CONTADORES S/S LTDA

Website

https://planning.com.br

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

251–500 employees

Short description

Planning is a Brazilian BPO accounting and tax services firm headquartered in Goiânia that serves medium and large enterprises across 9 industry verticals via 800+ professionals and 10 state offices, with deep expertise in major Brazilian ERP platforms.

Ownership category

akta.pro rank

Product category

Accounting & Tax Consulting Services

akta.pro primary industry

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

akta.pro secondary industry

Comprehensive Financial Planning (FSAEAAAA)

Keywords

• Accounting services
• Tax advisory
• Audit services
• Payroll outsourcing
• Corporate structuring

Headquarters

HQ city

Goiânia

HQ country

Brazil

HQ region

Latin America

Offices10 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. BPO Contábil e Tributário: Outsourced accounting and tax services including bookkeeping, tax compliance, financial reporting, and regulatory obligations (SPED, ECF, EFD-Contributions). Delivered as ongoing BPO services to medium and large enterprises.
2. BPO de Folha de Pagamento: Outsourced payroll processing services, handling bureaucratic payroll processes with efficient and specialized methodology.
3. Auditoria e Consultoria Tributária: External audit and tax consulting services to ensure reliability of financial information and solid corporate structure.
4. Inteligência Tributária: Tax intelligence services including tax credit recovery, profit maximization, and strategic tax planning including expertise in Brazilian tax reform (IBS/CBS transition).
5. Estruturações Corporativas: Corporate structuring and business advisory services for strategic decision-making and precise business structuring.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Planning is a Brazilian accounting and consultancy firm that sells outsourced accounting, tax advisory, payroll, audit, and corporate structuring services to medium and large Brazilian enterprises. It delivers recurring back-office finance functions via dedicated professional teams rather than selling software or hardware products.

Product overview

Planning is an outsourced accounting and tax services firm (BPO Contábil) serving medium and large companies in Brazil. The offering is structured as a portfolio of service lines — BPO Contábil e Tributário, BPO de Folha de Pagamento, Auditoria e Consultoria Tributária, Inteligência Tributária, and Estruturações Corporativas — complemented by 9 industry verticals (Agronegócio, Automotivo, Indústria, Imobiliário e Construção Civil, Transportes e Logística, Varejo e Distribuição, Energia, Hotelaria, and Serviços). Planning positions itself as a bridge between current business challenges and future growth, delivering accounting services with ERP expertise and BI-driven reporting. The company manages over R$100 billion in billed revenue across more than 800 professionals serving over 20,000 managed employees.

Differentiator

Problem solved

Functional benefit

Products and services

• Outsourced Accounting Services Ongoing outsourced accounting and bookkeeping services delivered to medium and large Brazilian enterprises, executed by Planning's professional accounting teams.
• Tax Advisory Services Tax planning and compliance advisory services for Brazilian corporate clients covering ongoing tax obligations and advisory matters.
• Outsourced Payroll Services Recurring payroll processing and labor-compliance outsourcing for medium and large Brazilian companies.
• Audit Services Statutory and internal audit engagements delivered to corporate clients of the firm.
• Corporate Structuring Services Advisory on corporate structuring matters for Brazilian enterprises, including entity organization and related advisory support.

Quantifiable outcome

• R$100+ billion in billing under management
• +2 more outcomes

Named customers8 records

Segments10 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration12 records

Feature1 record

Partnerships

One partnership is on record.

• CCI Consultoria e ContabilidadecoreStrategic or Co-development PartnerPlanning announced expansion to Belo Horizonte (MG) through incorporation of CCI Consultoria e Contabilidade, representing a strategic national expansion initiative.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• BDO Brazil: BDO's Brazil operations provide audit, tax, advisory, and outsourced accounting services to mid-market and large enterprises, directly competing with Planning across the BPO contábil and tax intelligence segments.
• Grant Thornton Brazil: Grant Thornton Auditores Independentes offers accounting outsourcing, tax, and advisory services in Brazil, competing directly with Planning's BPO and tax consulting lines for medium and large enterprises.
• RSM Brazil: RSM's Brazil practice delivers audit, tax, and outsourced accounting services to mid-market companies, overlapping with Planning's core BPO Contábil e Tributário offering and enterprise customer segment.
• Mazars Brazil: Mazars' Brazil operations provide accounting, tax, and advisory services to mid-sized and large companies, competing in similar outsourced accounting and tax compliance segments as Planning.
• Crowe Brazil: Crowe Macro Auditores e Consultores offers audit, tax, and BPO services in Brazil targeting medium and large enterprises, directly comparable to Planning's service portfolio and customer base.
• Confirp Contabilidade: Brazilian accounting and consulting firm offering outsourced accounting, tax, payroll, and corporate advisory services to medium and large enterprises — a direct domestic competitor to Planning.

Broad incumbents

• KPMG Brazil: Big Four firm with full-service audit, tax, advisory, and managed services in Brazil. Competes with Planning on enterprise BPO and tax intelligence, but as part of a much broader global portfolio.
• EY Brazil: Big Four firm with established Brazil-based tax, accounting, and managed services practice serving large enterprises — competes with Planning in higher-end BPO and tax advisory but operates globally.
• Deloitte Brazil: Big Four firm with significant Brazil tax, audit, consulting, and outsourcing operations, competing with Planning in enterprise BPO and tax compliance while serving many of the same vertical industries.
• PwC Brazil: Big Four firm with broad Brazil-based tax, audit, and advisory services, including BPO offerings for large enterprises — overlaps with Planning on tax compliance and outsourced accounting for major corporate clients.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/grupoplanning

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Planning