Advisory & Accounting Firms
Manage multi-client consolidations, ownership structures, eliminations, and reporting workflows from one financial data layer.
OVERVIEW
From source data ingestion to board-ready consolidated statements, FinBoard automates the entire consolidation workflow. Account mapping persists across periods. Elimination rules run automatically. Ownership logic is configured once and re-applied every close. The result is a scalable, auditable consolidation practice — not a collection of client-specific spreadsheet models.
From source data ingestion to board-ready consolidated statements, FinBoard automates the entire consolidation workflow. Account mapping persists across periods. Elimination rules run automatically. Ownership logic is configured once and re-applied every close. The result is a scalable, auditable consolidation practice — not a collection of client-specific spreadsheet models.
40+ clients
One workspace manages your entire client portfolio with full data isolation.
5× faster close
One workspace manages your entire client portfolio with full data isolation.
100% traceable
One workspace manages your entire client portfolio with full data isolation.
Industry Challenges
Different reporting standards across clients
Each advisory client runs a different accounting system — QuickBooks, Xero, NetSuite, or custom ERPs. Reconciling disparate charts of accounts across 10, 20, or 40 client portfolios manually takes your team weeks each close cycle.
QuickBooks
Sheets
Live Sync
Managing multiple client books at once
Each advisory client runs a different accounting system — QuickBooks, Xero, NetSuite, or custom ERPs. Reconciling disparate charts of accounts across 10, 20, or 40 client portfolios manually takes your team weeks each close cycle.
QuickBooks
Sheets
Live Sync
Complex ownership and intercompany structures
Each advisory client runs a different accounting system — QuickBooks, Xero, NetSuite, or custom ERPs. Reconciling disparate charts of accounts across 10, 20, or 40 client portfolios manually takes your team weeks each close cycle.
QuickBooks
Sheets
Live Sync
Recurring board pack deliverables at scale
Each advisory client runs a different accounting system — QuickBooks, Xero, NetSuite, or custom ERPs. Reconciling disparate charts of accounts across 10, 20, or 40 client portfolios manually takes your team weeks each close cycle.
QuickBooks
Sheets
Live Sync
Platform Capabilities
Client portfolio reporting
Manage every advisory client's consolidated financials from a single FinBoard workspace. Each client has isolated data, its own ownership structure, and independent report templates — while you maintain one operational system.
Consolidation templates
Build a consolidation template for a client's entity structure once. Clone it for similar clients, adjust ownership percentages, update source connections — and run consolidation from day one without rebuilding logic from scratch.
Board-ready reporting packs
Generate formatted, presentation-ready consolidated P&L, Balance Sheet, and Cash Flow statements for every client. Schedule monthly or quarterly delivery. Export to PDF or Excel with consistent, professional layout.
Drill-down visibility by client
Every consolidated number in every client's report is traceable to its source. Drill from consolidated revenue to entity contribution to account balance to originating journal entry — with full audit documentation at every level.
Reusable mapping logic
Define account mapping rules for each client once — then FinBoard applies them automatically every period. New accounts in source systems are flagged for review, not silently ignored. Mapping logic is version-controlled and auditable.
Month-end close acceleration
Run eliminations, FX translation, and ownership rollups in parallel across all client entities simultaneously. What took your team 3 days of manual consolidation now runs in minutes — with no spreadsheets, no version conflicts.
Ready to save time and streamline your financial workflows?