Are you or your team currently exporting data from your accounting software and importing it in to excel to consolidate financial statements every month ? Savvy Reports automates this process by building your consolidated reports in real time from the data stored in your connected Xero, MYOB or Quickbooks accounts. Savvy Reports also allows you to update your financial statements each month in seconds by simply adjusting the date range and refreshing the data.

Consolidated Financial Report

Companies and Totals

Consolidate profit and loss or balance sheet financial statements of multiple companies in a single report by adding each company to the report using the simple drag and drop interface. See the YTD totals of the chosen period for each company and an overall total of all companies in this report.

Consolidated Financial Report
Consolidated Financial Report

Multi-Currency

Consolidating financial statements across multiple companies is usually a difficult and time consuming task, especially when you are working across multiple companies in different countries. The profit & loss and balance sheet consolidation reports allows you or your team to independently change the currency of each company (calculated based on a month exchange rate average). This means you can set all companies to the same currency for a direct comparison or keep them in their native currency. The overall total can also be easily set to one of the predefined currencies (The total of each company is converted to your chosen currency when the overall total is calculated).

Report Level Sharing and Permissions

Share your profit & loss or balance sheet consolidated report with your manager, your team or anyone else. No more downloading, printing or emailing reports, simply grant limited, standard or full access to anyone for any report you have created.

Consolidated Financial Report
Consolidated Financial Report

Write a Note

Notes are a convenient way to keep you and your team on the same page with your reports. Write a note to explain the details of the report, point out anomalies or trends, ask questions and more.

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