Consolidation Module
Unify, Analyze, Thrive
Simplify your consolidation process,
gain deeper insights, and unlock data-driven growth with our flexible and powerful solution
PlanDelta Consolidation Module
Multi-system integration on transactional level
Consolidate on a journal level regardless of the different systems you may have
Live integration with GSuite, export to Excel
Create live links with Google Sheet so the users can continue their work outside the platform when necessary
BI Dashboards,
Report Builder,
KPI engine
Unparalleled analytics capability with drill downs to transactional level for best insights
Intercompany eliminations and adjustments
Automate your eliminations, save time, get rid of mistakes
Statements and Management reports
Present financial statements with drill down for better auditability. Mapping engine to transform data into management reporting
FX
convertion
Get unlimited flexibility of multicurrency translations, default or custom exchange rates, multiple reporting currencies
Trouble-free Consolidation, Unleash Efficiency
Struggling with scattered financial data across platforms and formats? PlanDelta streamlines your consolidation process. Whether you use QuickBooks, Xero, NetSuite, or have flat files, we seamlessly integrate and unify your records. Forget manual entry and tedious tasks – automate intercompany eliminations, adjustments, FX conversions, and save valuable time.
Connect directly
Eliminate manual data entry with built-in integrations for leading platforms like QuickBooks, Xero, and NetSuite.
No format left behind
Upload flat files from any source, ensuring no data gets left out of the consolidation process.
Automated tasks
Say goodbye to tedious intercompany eliminations, FX conversions, and adjustments. Automate for speed and accuracy.
Unify Financials with Payroll Data
Imagine overlaying payroll data on top of your financials for a complete picture of cost allocation and profitability. PlanDelta's innovative Interactive Organizational Structure makes this a reality. Gain in-depth insights into business unit performance, uncover hidden cost drivers, and optimize profitability across your entire organization.
Payroll meets finance
Overlay payroll data on top of financial records for a comprehensive understanding of cost allocation and profitability.
Customizable insights
Build tailored General Ledgers mapped to your unique organizational structure for relevant, focused reporting.
Uncover hidden gems
Precise cost-to-profit allocation matrix pinpoints profitability across business units for strategic decision-making.
Powerful Reporting & Collaboration
Don't settle for generic reports. PlanDelta empowers you to choose from a library of pre-built BI reports or to craft your own in minutes, tailored to your specific needs. Track your organization's pulse with personalized metrics created through the Metric Engine. Export data to Excel for traditional analysis or sync live with Google Sheets for seamless collaboration with your team.
Pre-built BI library
Access a wealth of ready-made reports covering key financial metrics, saving you time and effort.
Create your story
Craft custom reports in minutes, tailored to your specific needs and analysis goals.
Real-time collaboration
Export data to Excel for traditional analysis or sync live with Google Sheets for collaborative insights.
Unleash the Power of Unified Data.
Discover PlanDelta Consolidation.
FAQs
PlanDelta is a powerful tool that simplifies and streamlines the financial consolidation process. It unifies complex financial records from various sources, regardless of format, into a single, centralized platform. This empowers you to gain faster, deeper insights and make data-driven decisions with confidence.
Yes! PlanDelta offers seamless integrations with most popular accounting platforms, eliminating the need for manual data entry and ensuring smooth data flow.
PlanDelta is designed to be intuitive and user-friendly, even for users with limited technical expertise. It offers a clear interface and comprehensive documentation to guide you through the setup and usage process. Also the initial setup is done together with our Customer Success team, so we can make sure your account and data are set accurately.
PlanDelta automates these complex tasks, ensuring accuracy and saving you valuable time. It handles intercompany transactions, eliminates double-counting, adjusts for different currencies, and more.
Absolutely, simply select the data you need, customize your view with filters, charts, and groupings, then save and share your report for further analysis.
Yes! PlanDelta allows you to upload flat files from various sources, ensuring all your financial data is consolidated in one place.
Yes! PlanDelta offers a library of pre-built BI reports covering key financial metrics, giving you instant insights without setting up custom reports.
Yes, PlanDelta allows you to easily export your consolidated data to Excel and even sync it with Google Sheets.
PlanDelta can handle a wide range of financial records, including general ledgers, subledgers, bank statements, payroll data, and more. It supports various formats, including flat files, spreadsheets, and direct integrations with leading accounting software like QuickBooks, Xero, and NetSuite.
Absolutely. PlanDelta takes data security seriously and adheres to strict industry standards to protect your financial information.
PlanDelta offers direct integrations with leading accounting platforms such as and direct integrations with leading accounting software including QuickBooks, Xero, NetSuite, MS Dynamics 365, Sage, Zoho Books, Exact, allowing seamless data transfer. Additionally, you can upload flat files for other data sources.
PlanDelta's unique feature overlays payroll data on top of financial records, providing a holistic view of cost allocation and profitability across your entire organization.
The Metric Engine goes beyond traditional reports, allowing you to define personalized metrics to track specific performance indicators relevant to your organization.