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.
BizBooks Pro now does much more than add up multiple sets of books. If you own related entities that buy and sell from each other, our new Consolidation Groups feature finds those intercompany transactions, matches A's invoice to B's bill, and writes balanced elimination journal entries — so your consolidated statements aren't quietly double-counting the same activity twice. The result: lender-ready, audit-ready financials that hold up under scrutiny.
Open any customer or vendor record and select which of your other companies they represent. Every future invoice, bill, payment, register entry, or journal entry against that contact gets stamped intercompany behind the scenes.
Run a scan over any period and BizBooks Pro pairs the two halves of every intercompany transaction across your group. Configurable amount and date tolerances mean a $5,000.27 invoice still matches a $5,000.00 bill posted four days later — but unmatched items and amount discrepancies get surfaced for review.
Each matched pair produces two journal entries that cancel the inflated activity: one for revenue ↔ expense (P&L) and one for AR ↔ AP (B/S). Both balance to the cent and link straight back to the source documents in case an auditor asks.
Income Statement, Balance Sheet, and Trial Balance gain a Rolled-up | Eliminations | Consolidated layout. Reviewers see the raw aggregate, the adjustments removed, and the cleaned-up number — no more black-box totals.
Recording treasury sweeps and intercompany loans no longer means hand-keying journal entries on two sets of books. Pick the source, destination, amount, and accounts; BizBooks Pro creates the matched dual-entry on both sides in a single step.
Add manual elimination entries the engine couldn't auto-detect, approve every line, then post the run to lock the period. Posted runs become the audit anchor — no further edits without an explicit Unpost.
Tolerances default to $1.00 / 7 days and can be tightened or loosened per consolidation group. If you don't apply eliminations the report works exactly the way it always has — pure roll-up. The first release covers the wholly-owned, single-currency case (about 80% of multi-entity SMBs); foreign-currency translation, non-controlling interest, and investment-in-subsidiary handling will land in v2.
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.