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FinBoard

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Meet Your AI Finance Agent

Ask AI, Get Instant Answers

Type your query and our AI delivers clear, accurate financial insights in seconds.

Create AI-Powered Dashboards

Build ready-to-present dashboards simply by asking questions—no manual effort needed.

Seamless financial reporting
with custom reports and dashboards

QuickBooks reports in Google sheet

Seamlessly transfer your QuickBooks reports directly into Google Sheets with just one click

Recategorize your chart of accounts

Effortlessly map your existing QuickBooks accounts to a customized chart of accounts

Drill down reports to see underlying data

Gain deeper insights by viewing the underlying data of user-mapped accounts

Build real time models and dashboards

Build models by inserting or deleting rows and columns without effecting data flow

Create Report

Profit and Loss Statement

Balance Sheet

Cash Flow Statement

Sales Report

Expense Report

Accounts Receivable Aging

Accounts Payable Aging

Trial Balance

General Ledger

Income by Customer Summary

Expense by Vendor Summary

Inventory Valuation Summary

Statement of Cash Flows

Profit and Loss Statement

Budget vs. Actual

Profit and Loss by Class

Profit and Loss by Customer

Profit and Loss Statement

Profit and Loss by Month

Sales by Customer Summary

Sales by Product/Service Summary

Transaction List by Date

Transaction Detail by Account

Vendor Balance Summary

Customer Balance Summary

Unbilled Charges

Sales Tax Liability Report

Imported from QuickBooks

Selected Company

Finboard.ai

Report Period

Select Date

Days

Days

Display columns by

Total only

Show non-zero or active only

Total only

Compare another period

Select Period

Accounting Method

Cash

Accrual

Custom Mapping

Filters

Create Report

Financial Reports

Income

Design income

Discounts given

Landscaping Services

Total Job Materials

Labor

Installation

Maintenance

Total Labor

Total Landscaping Services

Total Income

Total Cost of Goods Sold

Gross Profit

Expenses

Advertising

Income

$190.00

$20.00

$90.00

$24.00

$156.00

$251.00

$19.00

$10.00

$90.00

$170.00

$110.00

$160.00

$180.00

$192.00

Income

$20.00

$90.00

$170.00

$19.00

$90.00

$192.00

$24.00

$10.00

$160.00

$251.00

$110.00

$156.00

$190.00

$180.00

Income

$24.00

$156.00

$251.00

$19.00

$190.00

$10.00

$90.00

$170.00

$110.00

$20.00

$160.00

$90.00

$180.00

$192.00

Income

$10.00

$90.00

$19.00

$24.00

$156.00

$20.00

$170.00

$90.00

$192.00

$160.00

$251.00

$110.00

$190.00

$180.00

jan

mar

feb

apr

QuickBooks reports in Google sheet

Seamlessly transfer your QuickBooks reports directly into Google Sheets with just one click

Recategorize your chart of accounts

Effortlessly map your existing QuickBooks accounts to a customized chart of accounts

Drill down reports to see underlying data

Gain deeper insights by viewing the underlying data of user-mapped accounts

Build real time models and dashboards

Build models by inserting or deleting rows and columns without effecting data flow

Create Report

Profit and Loss Statement

Balance Sheet

Cash Flow Statement

Sales Report

Expense Report

Accounts Receivable Aging

Accounts Payable Aging

Trial Balance

General Ledger

Income by Customer Summary

Expense by Vendor Summary

Inventory Valuation Summary

Statement of Cash Flows

Profit and Loss Statement

Budget vs. Actual

Profit and Loss by Class

Profit and Loss by Customer

Profit and Loss Statement

Profit and Loss by Month

Sales by Customer Summary

Sales by Product/Service Summary

Transaction List by Date

Transaction Detail by Account

Vendor Balance Summary

Customer Balance Summary

Unbilled Charges

Sales Tax Liability Report

Imported from QuickBooks

Selected Company

Finboard.ai

Report Period

Select Date

Days

Days

Display columns by

Total only

Show non-zero or active only

Total only

Compare another period

Select Period

Accounting Method

Cash

Accrual

Custom Mapping

Filters

Create Report

Financial Reports

Income

Design income

Discounts given

Landscaping Services

Total Job Materials

Labor

Installation

Maintenance

Total Labor

Total Landscaping Services

Total Income

Total Cost of Goods Sold

Gross Profit

Expenses

Advertising

Income

$190.00

$20.00

$90.00

$24.00

$156.00

$251.00

$19.00

$10.00

$90.00

$170.00

$110.00

$160.00

$180.00

$192.00

Income

$20.00

$90.00

$170.00

$19.00

$90.00

$192.00

$24.00

$10.00

$160.00

$251.00

$110.00

$156.00

$190.00

$180.00

Income

$24.00

$156.00

$251.00

$19.00

$190.00

$10.00

$90.00

$170.00

$110.00

$20.00

$160.00

$90.00

$180.00

$192.00

Income

$10.00

$90.00

$19.00

$24.00

$156.00

$20.00

$170.00

$90.00

$192.00

$160.00

$251.00

$110.00

$190.00

$180.00

jan

mar

feb

apr

Streamline your financials

with multi-entity consolidation

Consolidate financial data from multiple entities into a single, easy-to-manage entity. Simplify complex processes and eliminate manual errors with just a few clicks.

Consolidate your Chart of Accounts

Streamline your financial reporting by reorganizing your chart of accounts. Recategorize multiple entities' accounts into custom categories directly within reports, creating a tailored and organized financial overview

Eliminate full accounts

Eliminate intercompany transactions for a clearer view of consolidated performance. Remove entire accounts holding intercompany transactions like sale of goods, loans or fees.

Automation & Scheduling

Streamline your workflow by automating tasks and setting schedules for seamless execution.

P&L

2s ago

Auto refresh

Report

Last Updated

Schedule your reports on auto-refresh

Keep your data up-to-date by scheduling your reports to auto-refresh.

Get FinBoard Plugin Now!

Ready to save time and streamline your financial workflows?

Get FinBoard Plugin Now!

Ready to save time and streamline your financial workflows?

Multi-Entity Finance
Made Simple

Ownership-based consolidation, intercompany eliminations, multi-currency reporting.

Define your rules once in FinBoard.
Run consolidations automatically from
Google Sheets. Every number is traceable.

Multi-Entity Consolidation

Dashboard

Report Plugin

AI Agent

Meet our active users

Backed by leaders from PwC, Rippling, Samsung, Google, Microsoft

WHAT WE OFFER

Everything you need
for multi-entity finance

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.

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

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

500+

Organizations onboarded

60%

Faster consolidation cycles

2000+

Entities managed at scale

Zero

Manual data entry required

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

STEP3

Create consolidation

Apply ownership rules, eliminations, and currency adjustments automatically

Eliminations

Currency Adjustments

STEP 2

Customize & generate reports

Map accounts across entities and generate consistent P&L and balance sheet structures

Account Mapping

Standardization

STEP 4

Create & Share Dashboards

Move from drafting to reviewing with structured, audit-ready reports

Consolidated P&L

Balance Sheet

Ready to Transform Your Finance Workflow?

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