Every entity in. One clear group view out.
Bring separate accounts together, understand what’s moving the group result and turn the consolidated numbers into a reporting pack.
From separate accounts to one current group picture.
See what it costs
Compare plansFor individual analysts, founders and advisors.
For small finance teams working together in one shared workspace.
For finance teams managing multiple entities, clients or users.
Questions about consolidation, mappings and group reporting.
Yes. Connect Xero, Quickbooks or Excel. Each entity is mapped into a common group structure while keeping its original account detail available for review.
Map each account to your group reporting lines once. Those mappings are reused each time you refresh, while new or unmatched accounts are surfaced for you to review.
Refresh the affected entity and the group view updates without rebuilding the others. AI traces what changed back to the entity and account, then shows you the impact on the consolidated result.
The reporting agent turns the consolidated view into management, board or investor packs, with entity-level detail included where you need it. Tables and commentary stay linked to the same financials, so group and entity reporting tell the same story.