Consolidation Module

Unify, Analyze, Thrive

Simplify your consolidation process,
gain deeper insights, and unlock data-driven growth with our flexible and powerful solution

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PlanDelta Consolidation Module
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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


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.


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.