Tired of Manual Consolidation?

Spending Days on Consolidation?

Cut It Down to Hours with PlanDelta.
Join the ranks of businesses streamlining their financial processes effortlessly.

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Why PlanDelta? 

PlanDelta Consolidation module screenshot, showing the deferent options available on the dashboard screen

Connected

Effortlessly import your accounting data from QuickBooks, Xero, NetSuite, Sage, MS Dynamics, Zoho Books, and more, or simply upload your flat files.

Automated Data Mapping

Achieve accurate consolidation by effortlessly mapping data across entities, no matter the structure.

Pre-built Workflows

Streamline inter-company eliminations, FX conversions, and adjustments with our automated workflows.

Transaction-Level Consolidation

View every detail of your financial data in one place for the most granular insights.

Comprehensive Management Reporting

Gain deeper insights and answer any financial query with enhanced reporting capabilities.


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FAQs

What is the PlanDelta Consolidation Module?

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.

Can I connect PlanDelta to my existing accounting software?

Yes! PlanDelta offers seamless integrations with most popular accounting platforms, eliminating the need for manual data entry and ensuring smooth data flow.

How easy is it to set up and use the PlanDelta Consolidation Module?

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.

How does PlanDelta handle intercompany eliminations, adjustments, and FX conversions?

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.

How can I create custom reports in PlanDelta?

Absolutely, simply select the data you need, customize your view with filters, charts, and groupings, then save and share your report for further analysis.

Can I upload flat files with my financial data?

Yes! PlanDelta allows you to upload flat files from various sources, ensuring all your financial data is consolidated in one place.

Can I access pre-built BI reports in PlanDelta?

Yes! PlanDelta offers a library of pre-built BI reports covering key financial metrics, giving you instant insights without setting up custom reports.

Can I export my consolidated data to Excel or Google Sheets?

Yes, PlanDelta allows you to easily export your consolidated data to Excel and even sync it with Google Sheets.

What types of financial records can I consolidate with PlanDelta?

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.

Is PlanDelta secure and compliant with regulations?

Absolutely. PlanDelta takes data security seriously and adheres to strict industry standards to protect your financial information.

What types of integrations does PlanDelta offer?

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.

How does the Interactive Organizational Structure work?

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.

What is the Metric Engine and how can I use it?

The Metric Engine goes beyond traditional reports, allowing you to define personalized metrics to track specific performance indicators relevant to your organization.