The Consolidation and Elimination Dashboard is a powerful tool designed to centralise your financial statements and streamline the process of data consolidation and eliminations. It provides a comprehensive view of multiple entities, enabling you to manage financial data efficiently from a single platform. With this dashboard, you can achieve greater accuracy in financial reporting and make well-informed decisions.

Versatile Report Analysis: You can easily evaluate financial reports with or without inter-company transactions, allowing you to tailor your analysis precisely to your client's needs. Whether you need to separate or integrate these transactions, this feature helps you deliver more accurate and insightful financial assessments.

Unified Entity Overview: Imagine having all your client's financial data from multiple entities neatly consolidated into one view. This dashboard provides you with a comprehensive snapshot of their business health, eliminating the need to switch between different Xero entities.

Flexible Account Reassignment: With the ability to adapt accounts across different Profit & Loss groups, Cash Flow Types, or Balance Sheet Types, you can ensure that your financial reporting remains relevant and responsive to their evolving needs. This flexibility allows you to provide tailored and up-to-date financial strategies.

Performance Benchmarking: The dashboard enables you to compare current results against previous periods or budgeted figures, helping you assess growth and identify areas for improvement. This feature supports your role in guiding clients through their financial journey and making informed strategic decisions.

Advisory Account Mapping is designed to help you refine financial analysis through effective account grouping and remapping. In this demonstration, we will walk you through the process of assigning Account Groups to related accounts and remapping accounts across various Profit & Loss, Balance Sheet, and Cash Flow categories. This approach will improve both the accuracy and clarity of your financial reporting.

This feature allows you to manage and track loans across multiple entities, providing a clear view of inter-company loans and their impact on financial statements.

Familiarise yourself with the key features and navigation of the Consolidation and Elimination Dashboard. This overview covers the essential tools and functions you’ll use to streamline your consolidation processes and manage eliminations effectively.

Start exploring and integrating these dashboards into your client consultations. As you become more familiar at using these tools, you’ll find yourself providing deeper insights and more strategic advice, all while streamlining your workflow. Here’s to smarter advising and more empowered clients!

Feel free to share your experiences and tips in the comments—let’s learn and grow together!

If you have any questions or need further assistance, feel free to reach out to us at [email protected].