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FinBoard
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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.
2025 FinBoard
Get FinBoard Plugin Now!
Ready to save time and streamline your financial workflows?
2025 FinBoard
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?
Get your hand on free trial now
FinBoard
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