Generate comprehensive financial reports across multiple companies. See your entire business portfolio at a glance with combined trial balances, comparative P&L, and client summary dashboards.
Try It FreeWhen you manage multiple businesses or serve multiple clients, you need to see the big picture. Consolidated Reports let you aggregate financial data across all your companies in seconds - no spreadsheets, no manual combining, no errors.
Choose which companies to include in each report. Compare two businesses or consolidate twenty - you're in control.
Reports pull live data from your accounts. No waiting for syncs or imports - see current balances instantly.
View companies next to each other to spot trends, compare performance, and identify opportunities.
Generate professional reports ready for board meetings, investor updates, or your own analysis.
Combined revenue, expenses, and net income across all selected companies. See total profitability at a glance.
Aggregated assets, liabilities, and equity. Understand your total financial position across all entities.
Every account from every company displayed side by side. Perfect for accountants reviewing multiple sets of books.
Individual profit & loss cards for each company with gross margins, net margins, and profitability indicators.
High-level metrics for all clients: revenue, net income, cash position, AR outstanding, and health status indicators.
Consolidated Reports are available on True Enterprise and Accountant Enterprise plans. All reports are included in the 30-day free trial so you can test them with your data before subscribing.
Start your free 30-day trial. Consolidated reports included.