Connect your systems in minutes. No manual imports or copy-paste errors.
Xero
Real-time sync. Connect and your Xero data appears immediately, consolidated and ready.
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QuickBooks
Automatic daily sync. No exports needed — data is always current and unified.
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MYOB
Keeps MYOB accounts aligned across all entities with seamless unified reporting.
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Zoho Books
Full Zoho Books integration for unified financial data across your group.
Learn more →Handle complex groups from two to twenty entities across regions.
Real-Time Consolidation
Instant P&L, Balance Sheet, and Cash Flow. Proper statements using core or ad-hoc hierarchies.
Standards-Ready Reporting
Tag to any GAAP. Compliant statements auto-generate with correct standard application.
Multi-Currency
Automate conversions with real-time rates. Stay accurate across all periods.
Chart of Accounts Mapping
Switch between group or entity charts for insights at every level.
Virtual Groups
Create segment views by region or division without changing legal hierarchy.
Eliminations & Adjustments
Auto or manual eliminations. Tag by standard. Flows into reports instantly.
AI tools that reduce manual effort throughout the reporting workflow.
Guidance & Insights Assistant
Ask plain English questions about your financials. Get instant answers without digging through reports.
Smart File Assistant
Upload and convert files in seconds. Auto-format and extract data to reduce spreadsheet work.
Intelligent Mapping Assistant
AI mapping takes minutes instead of hours. Suggestions match accounts from day one.
Insightful Commentary Assistant
Generate board-ready narrative from transactions and trends without writing.
CTA handled with precision: historical rates by account, retained earnings roll-forward, monthly journals.
Historical Rates by Account
Fixed assets at acquisition rate, monetary at closing, P&L at average. Correct per standard, not blanket rates.
Retained Earnings Roll-Forward
Year-by-year roll-forward at correct rates. Opening balances always accurate, no manual corrections.
Monthly CTA Journal
CTA posted monthly during consolidation, not year-end only. Accurate balance every period.
Reconcile & Verify
Trace every entry to source rate and account. Confirm balanced journals before sign-off.
Every intercompany transaction is identified, matched, and auto-eliminated. No spreadsheets, no missed entries.
Automatic Eliminations
Intercompany revenue, loans, and investments auto-identified and eliminated. No manual matching.
Manual Journal Entries
Post adjustments when needed. Tracked separately so every entry is visible and auditable.
Standards-Tagged Entries
Tag eliminations to any GAAP. Applied consistently across entities and periods in reports.
Real-time, interactive, drillable reports ready to share instantly.
Custom Dashboards
Drag-and-drop widgets. Drill to trends and source transactions.
Pulse & Health Scores
Live health score across cash, AR, and AP. Set custom KPIs and weightings.
Insight Packages
Bundle dashboards into professional PDFs. Schedule auto-delivery to stakeholders.
Report Builder
Design custom reports with your formulas. P&L, Balance Sheet, Cash Flow built-in.
Export to PDF & Excel
One-click export. Share offline copies instantly, no extra formatting needed.
In-Context Comments
Comment on cells. @mention teammates. Preserve threads by period.
Real-time health, AI mapping, and flexible structuring. Here's how key features work.
Real-Time Business Health Scores
Most software reports last month. Pulse shows now. Cash, AR, and AP convert to a live health score, updated with each sync.
Set KPI weightings to match your priorities. Drill from group level to individual invoices.
- ✓Group-level and entity-level health scores side by side
- ✓Track aging on receivables and payables in real time
- ✓Spot problems early — before month-end when it's too late to act
- ✓Custom KPI weightings tailored to your business priorities
Chart of Accounts Mapping in Minutes, Not Days
Charts of Accounts must be mapped to a Common COA. Most tools require manual, error-prone work. AI Auto-Map does it automatically.
AI analyzes names, codes, and types, then suggests matches with confidence scores. A day's work done in minutes.
- ✓Confidence scores for every suggested match so you know where to focus
- ✓Bulk accept high-confidence matches — only review the edge cases
- ✓Works across mixed systems — Xero, QuickBooks, MYOB and CSV all in one pass
- ✓Unmapped account tracker so nothing falls through the cracks before consolidation
Segment Your Group Without Restructuring It
Entity structure is fixed, but reporting needs aren't. Create views by region, division, product, or cost centre without changing your hierarchy.
Combine Singapore entities for regional CFO, separate division reports for ops. Create in minutes. Auto-consolidate and update.
- ✓Unlimited virtual views — region, division, brand, cost centre, or any custom grouping
- ✓Legal hierarchy stays intact — no org changes, no data duplication
- ✓Each virtual group consolidates independently with its own P&L, balance sheet, and cash flow
- ✓Role-based access — show each stakeholder only the groups relevant to them