Consolidated Reports
Merge and compare financial data from every company in your local Kantivo installation.
Overview
Consolidated Reports pull numbers from multiple companies stored in your local PostgreSQL database and present them together in unified financial statements. Because everything runs on your own hardware, even large multi-entity reports generate quickly with no dependency on an internet connection. Common scenarios include:
- Entrepreneurs who operate several businesses and want a combined performance picture
- Parent companies that need to roll up subsidiary figures into a single view
- Accounting professionals comparing key indicators across their client roster
- Franchise operators benchmarking individual locations against one another
Accessing Consolidated Reports
- Open Reports from the main navigation
- Press the Consolidated button (purple gradient styling)
- Tick at least two companies in the checkbox list
- Optionally narrow the data by setting a Start Date and End Date
- Choose the specific report you want to produce
Consolidated Income Statement
Brings together revenue, costs, and net income from every selected entity into a single statement so you can evaluate collective profitability.
What's Included:
- Revenue broken out by company
- Expenses broken out by company
- Net Income for each entity individually
- Grand totals across all selected companies
- Highlight cards summarizing the most important figures
Use Cases:
- Preparing board-level presentations on organization-wide results
- Producing investor updates that reflect combined earnings
- Running year-over-year trend analyses across multiple entities
Consolidated Balance Sheet
Combines the asset, liability, and equity positions of every chosen company into one unified balance sheet.
What's Included:
- Total Assets per company
- Total Liabilities per company
- Total Equity per company
- Summed consolidated figures
- A balance verification indicator to confirm debits equal credits
Combined Trial Balance
Lists every account from each selected entity in a single spreadsheet-style table, making it straightforward to compare balances side by side.
What's Included:
- Account name and classification type
- A separate balance column for each company
- Summed debit totals per company
- Summed credit totals per company
Use Cases:
- Accountants performing a simultaneous review of several sets of books
- Comparing how different entities structure their chart of accounts
- Spotting anomalies or outlier balances that warrant investigation
Comparative P&L
Generates an individual profit and loss card for each selected company, complete with profitability ratios, so you can quickly see which entities are thriving and which need attention.
What's Included:
- Total Revenue
- Cost of Goods Sold
- Gross Profit
- Operating Expenses
- Net Income
- Gross Margin percentage
- Net Margin percentage
Use Cases:
- Ranking business units by profitability in a single glance
- Pinpointing entities where margins are declining
- Setting performance benchmarks across divisions or franchise locations
Client Summary Dashboard
A bird's-eye-view of every selected company, pairing key financial metrics with health indicators so you can quickly triage where your attention is needed most.
What's Included:
| Metric | Description |
|---|---|
| Revenue | Aggregate income earned |
| Net Income | Bottom-line profit after all expenses |
| Cash Balance | Combined totals across all bank accounts |
| A/R Outstanding | Open accounts receivable balance |
| Transaction Count | How many journal entries have been posted |
| Customer Count | Active customers on file |
| Vendor Count | Active vendors on file |
| Health Status | Shows whether the company is profitable or operating at a loss |
| Last Activity | Date of the most recently posted transaction |
Use Cases:
- Managing an accounting practice and keeping tabs on every client at once
- Running a fast health check across a portfolio of entities
- Flagging companies that have gone quiet or are trending toward a loss