Reporia & Chartedly
Professional Services

Consolidating four QuickBooks entities into one reporting view

Four regional entities each ran their own QuickBooks file, so producing a consolidated group P&L meant exporting and manually merging spreadsheets every month.

Accountant reviewing financial statements at a desk

The challenge

Four regional entities each ran their own QuickBooks file, so producing a consolidated group P&L meant exporting and manually merging spreadsheets every month.

The solution

We connected all four QuickBooks entities to a single reporting layer with automated consolidation, intercompany eliminations and one group-level dashboard.

The results

4→1
QuickBooks entities consolidated into one view
5 days
Faster group close, from 7 days to 2

Tech stack

Tools used

QuickBooksPower BIAPIs

How we helped

Related services

QuickBooks Integration

Connect QuickBooks to the rest of your business systems.

Reporting

Board- and investor-ready financial reporting, on a regular cadence.

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