Multi-Entity Finance
Made Simple
Multi-Entity Finance
Made Simple
Ownership-based consolidation, intercompany eliminations, multi-currency reporting.
Build multi-entity dashboards.
Roll up budgets across dimensions.
Ownership-based consolidation, intercompany eliminations, multi-currency reporting.
Build multi-entity dashboards.
Roll up budgets across dimensions.
Multi-Entity Consolidation
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102.774 74.835 103.373 73.814 C 103.949 72.836 104.775 72.028 105.767 71.474 C 106.813 70.896 107.993 70.602 109.189 70.622 C 110.4 70.598 111.593 70.918 112.629 71.545 C 113.612 72.149 114.414 73.006 114.952 74.027 C 115.509 75.075 115.796 76.245 115.785 77.431 L 115.75 87.645 Z M 101.139 87.645 L 101.139 70.977 L 103.621 70.977 L 103.621 87.645 Z M 123.232 87.645 L 123.232 63.955 L 125.715 63.955 L 125.715 87.645 Z M 119.012 73.211 L 119.012 70.977 L 129.9 70.977 L 129.9 73.211 Z M 133.73 87.645 L 133.73 70.977 L 136.248 70.977 L 136.248 87.645 Z M 134.971 67.36 C 134.514 67.367 134.076 67.18 133.765 66.846 C 133.442 66.521 133.263 66.08 133.269 65.622 C 133.256 65.158 133.436 64.708 133.765 64.381 C 134.081 64.056 134.518 63.876 134.971 63.884 C 135.442 63.865 135.899 64.045 136.23 64.381 C 136.55 64.713 136.722 65.161 136.709 65.622 C 136.716 66.077 136.544 66.516 136.23 66.846 C 135.904 67.191 135.445 67.379 134.971 67.36 Z M 153.838 87.645 L 153.838 77.857 C 153.895 76.545 153.429 75.263 152.543 74.293 C 151.638 73.365 150.38 72.868 149.085 72.928 C 148.198 72.907 147.322 73.127 146.55 73.566 C 145.835 73.985 145.242 74.584 144.83 75.304 C 144.395 76.071 144.175 76.94 144.191 77.822 L 143.057 77.183 C 143.038 76 143.345 74.835 143.943 73.814 C 144.52 72.836 145.346 72.028 146.337 71.474 C 147.384 70.896 148.564 70.602 149.759 70.622 C 150.97 70.598 152.163 70.918 153.199 71.545 C 154.182 72.149 154.985 73.006 155.522 74.027 C 156.079 75.075 156.366 76.245 156.355 77.431 L 156.32 87.645 Z M 141.709 87.645 L 141.709 70.977 L 144.191 70.977 L 144.191 87.645 Z M 168.307 95.021 C 166.76 95.05 165.226 94.728 163.821 94.082 C 162.551 93.491 161.458 92.58 160.647 91.44 L 162.278 89.808 C 162.933 90.701 163.798 91.42 164.796 91.901 C 165.917 92.42 167.142 92.674 168.378 92.645 C 170.024 92.73 171.641 92.185 172.899 91.12 C 174.044 90.053 174.66 88.535 174.584 86.971 L 174.584 82.822 L 175.08 79.027 L 174.584 75.268 L 174.584 70.977 L 177.066 70.977 L 177.066 86.971 C 177.1 88.453 176.719 89.914 175.967 91.191 C 175.23 92.401 174.167 93.378 172.899 94.011 C 171.471 94.71 169.896 95.057 168.307 95.021 Z M 168.484 87.468 C 167.026 87.489 165.591 87.108 164.335 86.368 C 163.112 85.643 162.108 84.601 161.427 83.354 C 160.705 82.028 160.339 80.537 160.363 79.027 C 160.337 77.525 160.697 76.042 161.409 74.719 C 162.084 73.477 163.083 72.441 164.299 71.722 C 165.555 70.982 166.991 70.601 168.449 70.622 C 169.654 70.602 170.849 70.857 171.942 71.367 C 172.941 71.839 173.798 72.567 174.424 73.477 C 175.068 74.435 175.464 75.538 175.577 76.687 L 175.577 81.403 C 175.459 82.543 175.057 83.635 174.406 84.577 C 173.772 85.485 172.918 86.217 171.924 86.705 C 170.853 87.226 169.675 87.487 168.484 87.468 Z M 168.945 85.092 C 170.004 85.117 171.05 84.86 171.977 84.347 C 172.839 83.852 173.541 83.119 173.999 82.237 C 174.502 81.244 174.752 80.141 174.726 79.027 C 174.751 77.931 174.501 76.846 173.999 75.871 C 173.528 74.987 172.822 74.251 171.959 73.743 C 171.033 73.209 169.978 72.94 168.91 72.963 C 167.824 72.944 166.754 73.214 165.807 73.743 C 164.916 74.244 164.18 74.98 163.679 75.871 C 163.153 76.838 162.89 77.927 162.916 79.027 C 162.896 80.129 163.165 81.218 163.696 82.184 C 164.193 83.082 164.93 83.825 165.824 84.329 C 166.78 84.852 167.856 85.115 168.945 85.092 Z M 190.294 76.935 L 190.294 74.701 L 204.763 74.701 L 204.799 76.935 Z M 196.394 68.211 L 198.699 68.211 L 198.699 83.389 L 196.394 83.389 Z M 218.665 87.645 L 218.665 63.246 L 221.254 63.246 L 221.254 87.645 Z M 220.367 76.616 L 220.367 74.24 L 233.418 74.275 L 233.453 76.616 Z M 220.367 65.622 L 220.367 63.246 L 234.021 63.246 L 234.056 65.622 Z M 238.596 87.645 L 238.596 70.977 L 241.113 70.977 L 241.113 87.645 Z M 239.837 67.36 C 239.38 67.367 238.942 67.18 238.631 66.846 C 238.307 66.521 238.128 66.08 238.135 65.622 C 238.122 65.158 238.301 64.708 238.631 64.381 C 238.947 64.056 239.384 63.876 239.837 63.884 C 240.308 63.865 240.765 64.045 241.096 64.381 C 241.416 64.713 241.588 65.161 241.575 65.622 C 241.582 66.077 241.41 66.516 241.096 66.846 C 240.77 67.191 240.311 67.379 239.837 67.36 Z M 258.703 87.645 L 258.703 77.857 C 258.76 76.545 258.295 75.263 257.409 74.293 C 256.504 73.365 255.246 72.868 253.951 72.928 C 253.064 72.907 252.187 73.127 251.416 73.566 C 250.701 73.985 250.108 74.584 249.696 75.304 C 249.261 76.071 249.041 76.94 249.057 77.822 L 247.922 77.183 C 247.904 76 248.211 74.835 248.809 73.814 C 249.385 72.836 250.212 72.028 251.203 71.474 C 252.25 70.896 253.43 70.602 254.625 70.622 C 255.836 70.598 257.029 70.918 258.065 71.545 C 259.048 72.149 259.85 73.006 260.388 74.027 C 260.945 75.075 261.232 76.245 261.221 77.431 L 261.186 87.645 Z M 246.575 87.645 L 246.575 70.977 L 249.057 70.977 L 249.057 87.645 Z M 273.527 88 C 272.029 88.023 270.554 87.623 269.272 86.847 C 268.03 86.09 267.008 85.02 266.31 83.744 C 265.577 82.396 265.205 80.881 265.229 79.346 C 265.203 77.795 265.576 76.263 266.31 74.896 C 267.004 73.612 268.026 72.535 269.272 71.775 C 270.542 71.002 272.005 70.602 273.492 70.622 C 274.677 70.602 275.85 70.863 276.914 71.385 C 277.897 71.875 278.74 72.607 279.361 73.513 C 280.001 74.46 280.397 75.55 280.514 76.687 L 280.514 81.9 C 280.395 83.042 279.999 84.137 279.361 85.092 C 278.744 86.006 277.901 86.745 276.914 87.237 C 275.862 87.756 274.701 88.018 273.527 88 Z M 273.917 85.624 C 275.494 85.686 277.019 85.051 278.084 83.886 C 279.176 82.619 279.74 80.982 279.662 79.311 C 279.686 78.164 279.437 77.027 278.935 75.995 C 278.485 75.075 277.784 74.301 276.914 73.761 C 275.999 73.215 274.948 72.938 273.882 72.963 C 272.781 72.942 271.695 73.224 270.743 73.779 C 269.834 74.322 269.086 75.1 268.58 76.031 C 268.036 77.037 267.761 78.167 267.782 79.311 C 267.76 80.45 268.035 81.574 268.58 82.574 C 269.094 83.501 269.847 84.272 270.761 84.808 C 271.72 85.361 272.811 85.643 273.917 85.624 Z M 279.521 87.645 L 279.521 83.177 L 280.017 79.063 L 279.521 75.055 L 279.521 70.977 L 282.003 70.977 L 282.003 87.645 Z M 299.593 87.645 L 299.593 77.857 C 299.65 76.545 299.185 75.263 298.299 74.293 C 297.394 73.365 296.135 72.868 294.841 72.928 C 293.953 72.907 293.077 73.127 292.305 73.566 C 291.59 73.985 290.997 74.584 290.585 75.304 C 290.151 76.071 289.93 76.94 289.947 77.822 L 288.812 77.183 C 288.793 76 289.1 74.835 289.699 73.814 C 290.275 72.836 291.101 72.028 292.092 71.474 C 293.139 70.896 294.319 70.602 295.515 70.622 C 296.725 70.598 297.918 70.918 298.955 71.545 C 299.938 72.149 300.74 73.006 301.277 74.027 C 301.835 75.075 302.121 76.245 302.111 77.431 L 302.075 87.645 Z M 287.464 87.645 L 287.464 70.977 L 289.947 70.977 L 289.947 87.645 Z M 314.771 88 C 313.223 88.021 311.697 87.623 310.356 86.847 C 309.058 86.093 307.982 85.011 307.235 83.709 C 306.461 82.361 306.063 80.83 306.083 79.276 C 306.061 77.727 306.459 76.201 307.235 74.86 C 307.983 73.569 309.06 72.498 310.356 71.757 C 311.7 70.992 313.225 70.6 314.771 70.622 C 315.978 70.613 317.174 70.855 318.282 71.332 C 319.339 71.782 320.284 72.46 321.048 73.318 L 319.417 74.984 C 318.85 74.346 318.147 73.843 317.36 73.513 C 316.541 73.167 315.66 72.992 314.771 72.999 C 313.665 72.979 312.574 73.261 311.615 73.814 C 310.707 74.344 309.959 75.11 309.452 76.031 C 308.916 77.027 308.648 78.145 308.672 79.276 C 308.653 80.406 308.922 81.522 309.452 82.52 C 309.951 83.456 310.7 84.236 311.615 84.772 C 312.574 85.326 313.665 85.608 314.771 85.588 C 315.672 85.597 316.565 85.422 317.396 85.074 C 318.183 84.743 318.886 84.24 319.453 83.602 L 321.119 85.269 C 320.34 86.143 319.378 86.833 318.3 87.29 C 317.185 87.766 315.984 88.008 314.771 88 Z M 332.397 88 C 330.822 88.026 329.268 87.634 327.893 86.865 C 326.586 86.125 325.502 85.047 324.754 83.744 C 323.977 82.385 323.579 80.841 323.602 79.276 C 323.58 77.729 323.972 76.205 324.737 74.86 C 325.471 73.57 326.536 72.499 327.822 71.757 C 329.148 70.994 330.654 70.602 332.184 70.622 C 333.594 70.596 334.985 70.951 336.209 71.651 C 337.375 72.332 338.332 73.319 338.975 74.506 C 339.667 75.797 340.015 77.244 339.986 78.708 C 339.986 78.897 339.974 79.116 339.951 79.364 C 339.92 79.656 339.872 79.946 339.809 80.233 L 325.375 80.233 L 325.375 78.105 L 338.461 78.105 L 337.575 78.885 C 337.626 77.793 337.413 76.704 336.954 75.711 C 336.544 74.855 335.89 74.14 335.074 73.655 C 334.172 73.148 333.148 72.896 332.113 72.928 C 331.01 72.902 329.921 73.171 328.957 73.708 C 328.063 74.223 327.332 74.979 326.847 75.889 C 326.317 76.912 326.055 78.053 326.084 79.205 C 326.059 80.377 326.334 81.537 326.882 82.574 C 327.398 83.526 328.172 84.313 329.116 84.843 C 330.131 85.401 331.275 85.683 332.432 85.659 C 333.394 85.67 334.348 85.483 335.234 85.109 C 336.08 84.747 336.823 84.18 337.397 83.46 L 338.993 85.092 C 338.206 86.018 337.218 86.752 336.103 87.237 C 334.935 87.75 333.672 88.01 332.397 88 Z" fill="rgb(25, 25, 74)" height="95.0239163663814px" id="o0CmlSNuF" transform="translate(120.012 13.426)" width="339.9877125414709px"/></g></svg>)
Backed by leaders from PwC, Rippling, Samsung, Google, Microsoft
Backed by leaders from PwC, Rippling, Samsung, Google, Microsoft
WHAT WE OFFER
Everything you need
for multi-entity finance
Everything you need
for multi-entity finance
FinBoard breaks complex
consolidation work into structured
modules that teams can rely on.
FinBoard breaks complex
consolidation work into structured
modules that teams can rely on.
Multi-Entity Consolidation
Define ownership levels and consolidation
methods for each
Account Mapping
Account
Entity
Mapped To
Product Revenue
Alpha Corp
Revenue
Service Income
Beta Ltd
Revenue
Subscription Fees
Gamma Inc
Revenue
Sales of Goods
Alpha Corp
Revenue
CONSOLIDATED
LIVE
Revenue
+12.3%
$4.2M
Net Income
+8.7%
$1.1M
Total Assets
+3.2%
$12.8M
Revenue Trend
Monthly
3 Entities
A
Alpha
B
Beta
C
Gamma
Google Sheets Workspace
Connect Quickbooks, configure reports,
review results all in the spreadsheet
Financial Report
A1
|
fx
A
1
2
3
4
5
6
7
8
9
10
B
C
D
E
F
G
FinBoard
28 Companies
Connected
Refresh sheets
Current
All
Create Report
Manage Report
Consolidation
Drill-Down
Chat with AI
Reporting & Visualizations
Generate balance sheets, income statements, and consolidation
Net Income
$813,293
58%
Revenue vs Expenses
Jan-Oct 2024
$600k
$450k
$300k
$150k
$0
jan
feb
mar
apr
may
jun
jul
aug
sep
oct
Revenue
Gross Profit
EBITDA
Actual vs Budget
Department spend comparison ($K)
Actual
Budget
$0k
$50k
$100k
$150k
$200k
Engineering
Marketing
HR
Table
Chart
Chart Type
Trend
By month
Accounts
Revenue
×
Expenses
×
Net Income
×
Drag to reorder fields
Budget Planning
Consolidate subsidiary budgets using
the same rules as actuals.
Department Budget Inputs
Department
Owner
Budget
Status
Engineering
Alex
$820K
Submitted
Sales & Marketing
Maria
$480K
Pending
Operations
Daniel
$360K
Approved
3 departments
Consolidated Budget
FY26 · Group-level rollup
Total Budget
$1.66M
Across 3 departments
Budget Distribution
Engineering
$820K
Sales & Marketing
$480K
Operations
$360K
Smart Sync
Automatically pull subsidiary data
from your GL systems.
Data sync
29m ago
Source
Silverline Capital
Last synced
29m ago
Next sync
in 23 hours
Sync now
FinBoard Agent
Get intelligent suggestions for consolidation adjustments.
Give me a financial summary of this quarter.|
Silverline Capital
Ask FinB
Thinking...
Custom Fiscal Calendars
Define fiscal periods that match your organization's reporting structure
Calendar Name
Silverline 4-4-5
Financial Year
FY2027
Start Date
Dec 29, 2024
Calendar Type
4-4-5
Calendar with 4-4-5 week quarters
Consolidation Features
Where complex consolidation becomes structured and review-ready.
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Consolidation of Consolidations
Support multi-tier holding and operating structures
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Full & Partial Account Eliminations
Detects and eliminates intercompany transactions with customisable rules
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Budget Rollups
Roll up department and location budgets to the consolidated level
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 20 20" xmlns="http://www.w3.org/2000/svg"><path d="M 15.004 1.497 L 10.999 1.497 L 10.999 0.5 C 10.999 0.224 10.775 0 10.499 0 C 10.223 0 9.999 0.224 9.999 0.5 L 9.999 1.497 L 5.998 1.497 L 5.998 0.5 C 5.998 0.224 5.774 0 5.498 0 C 5.221 0 4.998 0.224 4.998 0.5 L 4.998 1.497 L 1 1.497 C 0.448 1.497 0 1.944 0 2.497 L 0 15 C 0 15.552 0.448 16 1 16 L 15.004 16 C 15.556 16 16.004 15.552 16.004 15 L 16.004 2.497 C 16.004 1.945 15.556 1.497 15.004 1.497 Z M 15.004 15 L 1 15 L 1 2.497 L 4.998 2.497 L 4.998 3.001 C 4.998 3.277 5.221 3.501 5.498 3.501 C 5.774 3.501 5.998 3.277 5.998 3.001 L 5.998 2.497 L 9.999 2.497 L 9.999 3.001 C 9.999 3.277 10.223 3.501 10.499 3.501 C 10.775 3.501 10.999 3.277 10.999 3.001 L 10.999 2.497 L 15.004 2.497 Z M 11.503 7.998 L 12.503 7.998 C 12.779 7.998 13.003 7.774 13.003 7.498 L 13.003 6.498 C 13.003 6.222 12.779 5.998 12.503 5.998 L 11.503 5.998 C 11.227 5.998 11.003 6.222 11.003 6.498 L 11.003 7.498 C 11.003 7.774 11.227 7.998 11.503 7.998 Z M 11.503 11.999 L 12.503 11.999 C 12.779 11.999 13.003 11.775 13.003 11.499 L 13.003 10.499 C 13.003 10.223 12.779 9.999 12.503 9.999 L 11.503 9.999 C 11.227 9.999 11.003 10.223 11.003 10.499 L 11.003 11.499 C 11.003 11.776 11.227 11.999 11.503 11.999 Z M 8.502 9.999 L 7.502 9.999 C 7.226 9.999 7.002 10.223 7.002 10.499 L 7.002 11.499 C 7.002 11.775 7.226 11.999 7.502 11.999 L 8.502 11.999 C 8.778 11.999 9.002 11.775 9.002 11.499 L 9.002 10.499 C 9.002 10.223 8.778 9.999 8.502 9.999 Z M 8.502 5.998 L 7.502 5.998 C 7.226 5.998 7.002 6.222 7.002 6.498 L 7.002 7.498 C 7.002 7.774 7.226 7.998 7.502 7.998 L 8.502 7.998 C 8.778 7.998 9.002 7.774 9.002 7.498 L 9.002 6.498 C 9.002 6.222 8.778 5.998 8.502 5.998 Z M 4.501 5.998 L 3.501 5.998 C 3.225 5.998 3.001 6.222 3.001 6.498 L 3.001 7.498 C 3.001 7.774 3.225 7.998 3.501 7.998 L 4.501 7.998 C 4.777 7.998 5.001 7.774 5.001 7.498 L 5.001 6.498 C 5.001 6.222 4.777 5.998 4.501 5.998 Z M 4.501 9.999 L 3.501 9.999 C 3.225 9.999 3.001 10.223 3.001 10.499 L 3.001 11.499 C 3.001 11.775 3.225 11.999 3.501 11.999 L 4.501 11.999 C 4.777 11.999 5.001 11.775 5.001 11.499 L 5.001 10.499 C 5.001 10.223 4.777 9.999 4.501 9.999 Z" fill="rgb(0, 122, 255)" height="16px" id="QfxKA1ySq" transform="translate(1.998 2)" width="16.00375px"/></svg>)
Custom Calendar Support
Built-in support for complex reporting periods like 4-4-5 and 4-5-4, with a standardized fiscal start date
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Currency Translations
Define exchange rates at the report or transaction level, and post translation adjustments
INDUSTRIES
Built for multi-entity
finance across industries
Supporting modern finance teams
across industries
Advisory & Accounting Firms
Manage multi-client consolidations and reporting in one workspace.
Software & Professional Services
Consolidate financials across entities as your business scales.
Private Equity
Consolidate portfolio company financials for investor reporting.
Restaurants & Hospitality
Track finances across locations and entities with ease.
Real Estate
Consolidate property and SPV financials into clear reports.
Healthcare
Standardize financial reporting across clinics and entities.
Retail & Franchises
Monitor finances across stores and franchise entities.
Non Profit
Track finances across programs, funds, and entities.
Advisory & Accounting Firms
Manage multi-client consolidations and reporting in one workspace.
Software & Professional Services
Consolidate financials across entities as your business scales.
Private Equity
Consolidate portfolio company financials for investor reporting.
Restaurants & Hospitality
Track finances across locations and entities with ease.
Real Estate
Consolidate property and SPV financials into clear reports.
Healthcare
Standardize financial reporting across clinics and entities.
Retail & Franchises
Monitor finances across stores and franchise entities.
Non Profit
Track finances across programs, funds, and entities.
Trusted by finance teams
Used by teams managing complex multi-entity finance
Recommended by
SPRCHRGR
Advisory Firm
Recommended by
Felux
Software
Recommended by
AVL Growth Partners
Advisory
Recommended by
Eyes 360
Healthcare
Recommended by
SPRCHRGR
Advisory Firm
Recommended by
Felux
Software
Recommended by
AVL Growth Partners
Advisory
Recommended by
Eyes 360
Healthcare
500+
500+
Organizations onboarded
60%
60%
Faster consolidation cycles
2000+
2000+
Entities managed at scale
Zero
Zero
Manual data entry required
PROCESS
From connected data to structured consolidated reporting
Step 1
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Connect your data
Connect QuickBooks and other sources to bring entity data into a structured environment
QuickBooks
Sheets
Live Sync
STEP3
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Create consolidation
Apply ownership rules, eliminations, and currency adjustments automatically
Eliminations
Currency Adjustments
STEP 2
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 40 40" xmlns="http://www.w3.org/2000/svg"><path d="M 5 40 C 2.239 40 0 37.761 0 35 L 0 5 C 0 2.239 2.239 0 5 0 L 35 0 C 37.761 0 40 2.239 40 5 L 40 35 C 40 37.761 37.761 40 35 40 Z" fill="rgb(254, 255, 254)" height="40px" id="eyqltBoda" width="40px"/><path d="M 4.375 38.75 C 1.959 38.75 0 36.791 0 34.375 L 0 4.375 C 0 1.959 1.959 0 4.375 0 L 34.375 0 C 36.791 0 38.75 1.959 38.75 4.375 L 38.75 34.375 C 38.75 36.791 36.791 38.75 34.375 38.75 Z" fill="transparent" height="38.75px" id="iHswLoBcB" stroke-dasharray="" stroke-linecap="butt" stroke-linejoin="miter" stroke-miterlimit="10" stroke-width="1.25" stroke="rgba(2, 5, 19, 0)" transform="translate(0.625 0.625)" width="38.75px"/><path d="M 7 17 L 16 17 C 16.53 17 17.039 16.789 17.414 16.414 C 17.789 16.039 18 15.53 18 15 L 18 13 L 7 13 Z M 7 11 L 18 11 L 18 6 L 7 6 Z M 5 6 L 5 11 L 0 11 L 0 6 Z M 7 4 L 18 4 L 18 2 C 18 1.47 17.789 0.961 17.414 0.586 C 17.039 0.211 16.53 0 16 0 L 7 0 Z M 5 0 L 5 4 L 0 4 L 0 2 C 0 1.47 0.211 0.961 0.586 0.586 C 0.961 0.211 1.47 0 2 0 Z M 5 13 L 5 17 L 2 17 C 1.47 17 0.961 16.789 0.586 16.414 C 0.211 16.039 0 15.53 0 15 L 0 13 Z" fill="rgb(251, 107, 4)" height="17px" id="NTvHlfk_M" transform="translate(11 12)" width="18px"/></svg>)
Customize & generate reports
Map accounts across entities and generate consistent P&L and balance sheet structures
Account Mapping
Standardization
STEP 4
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Create & Share Dashboards
Move from drafting to reviewing with structured, audit-ready reports
Consolidated P&L
Balance Sheet
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FinBoard
© 2026 FinBoard. All rights reserved.
FinBoard
© 2026 FinBoard. All rights reserved.
FinBoard
© 2026 FinBoard. All rights reserved.
Consolidation Features
Where complex consolidation becomes structured and review-ready.
Consolidation of Consolidations
Support multi-tier holding and operating structures
Full & Partial Account Eliminations
Detects and eliminates intercompany transactions with customisable rules
Budget Rollups
Roll up department and location budgets to the consolidated level
Custom Calendar Support
Built-in support for complex reporting periods like 4-4-5 and 4-5-4, with a standardized fiscal start date
Currency Translations
Define exchange rates at the report or transaction level, and post translation adjustments
INDUSTRIES
Built for multi-entity
finance across industries
Supporting modern finance teams
across industries
PROCESS
From connected data to structured consolidated reporting
Step 1
Connect your data
Connect QuickBooks and other sources to bring entity data into a structured environment
QuickBooks
Sheets
Live Sync
STEP 2
Customize & generate reports
Map accounts across entities and generate consistent P&L and balance sheet structures
Account Mapping
Standardization
STEP 3
Create consolidation
Apply ownership rules, eliminations, and currency adjustments automatically
Eliminations
Currency Adjustments
STEP 4
Create & Share Dashboards
Move from drafting to reviewing with structured, audit-ready reports
Consolidated P&L
Balance Sheet