Produce unified financial statements spanning every entity you manage. Gain a portfolio-wide perspective through aggregated trial balances, side-by-side profit and loss comparisons, and high-level client overviews.
Try It FreeOperating several businesses or maintaining a roster of client engagements demands a panoramic view of the numbers. Consolidated Reports merge financial data from all selected entities within seconds, replacing manual spreadsheet work and eliminating the risk of copy-paste mistakes.
Decide exactly which companies appear in each report. Pair two for a targeted comparison or aggregate twenty for a comprehensive rollup.
Every report draws directly from current balances. No synchronization delays or manual data refreshes stand between you and accurate figures.
Place entities alongside one another to detect patterns, benchmark results, and surface areas that warrant attention.
Produce polished output suitable for board presentations, investor packages, or internal strategic reviews.
Merged revenue, cost, and net income figures for every selected entity, delivering a single view of overall profitability.
Total assets, liabilities, and equity rolled up across all included companies, presenting your combined financial standing.
Account-level detail from each entity arranged in parallel columns. Ideal for practitioners auditing or reconciling multiple sets of books.
Separate profit and loss summaries for each company, complete with gross margin, net margin, and profitability status indicators.
Top-line metrics across your full client base: revenue, net income, available cash, receivables outstanding, and overall health scores.
Consolidated Reports are accessible on True Enterprise and Accountant Enterprise plans. Every report type is fully functional during the 30-day free trial, allowing you to evaluate them against your own data before committing.
Begin your free 30-day trial. Consolidated reporting is included from day one.