Features

Unified Data & Consolidation

Real-Time Consolidation

Consolidate multi-entity data instantly using both your core structure and ad-hoc hierarchies for scenario-specific reporting.

Ownership Structures & NCI

Define ownership percentages, including non-controlling interests, and reflect minority stakes across profit and loss statements and balance sheets.

Multi-Currency Support

Automate currency conversions and apply reporting rates so global operations stay accurate and up to date.

Entity Chart of Accounts

Switch effortlessly between a standardized group chart or individual entity charts for tailored insights at every level.

Seamless Connectivity

Xero Integration

Syncs your Xero data in real time, giving you immediate access to accurate, consolidated financials.

MYOB Integration

Keeps your MYOB accounts fully aligned across all entities, ensuring reliable and unified financial reporting.

QuickBooks Online Integration

Pulls your QuickBooks Online data automatically, eliminating manual exports and keeping your numbers consistently up to date.

CSV File Uploads

Allows effortless importing of any CSV file, perfect for capturing custom data sources, adjustments, or information from non‑standard systems.

AI-Powered Assistants

Guidance & Insights Assistant

Receive instant recommendations, explanations, and financial insights to help you understand your numbers and make confident decisions.

Smart File Assistant

Upload, convert, and prepare files in seconds with automated formatting and data extraction.

Intelligent Mapping Assistant

Automatically map your Chart of Accounts with smart AI suggestions that learn from your structure and reduce manual setup.

Insightful Commentary Assistant

Generate clear, meaningful commentary from transactions and trends to support reporting and analysis effortlessly.

Custom Analysis & Reporting

Custom Dashboards

Build your ideal financial cockpit with drag-and-drop widgets, tracking the KPIs and reports that matter most in real time.

Insight Packages

Bundle selected dashboards and reports into a single PDF, schedule automatic delivery, and keep stakeholders aligned without lifting a finger

Report Builder

Design bespoke reports and define your own formulas for the exact analysis your business needs.

Pulse & Health Indicators

Convert essential metrics such as cash flow, receivables, and payables into easy‑to‑understand performance scores. Define KPIs that match your strategy and reveal problems instantly.

Collaboration & Automation

In-Context Comments

Add comments on report cells, charts, and health scores. Preserve discussion threads by period and entity so every decision stays audit-ready.

Automated Delivery Scheduler

Automate the distribution of reports, dashboards, or Insight Packages directly to inboxes on your chosen cadence, ensuring timely insights for every stakeholder.

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