Product / Chart of Accounts Consolidator

One financial reporting structure. Across your business.

Bring charts of accounts from different companies, business units, and ERPs into a unified reporting structure. Use customizable hierarchies, ready-made templates, and AI-assisted mapping to create a consistent foundation for financial analysis.

Explore the Consolidator

Meridian Industrial

United States

  • NetSuite1,284 accounts
  • QuickBooks412 accounts

Atlas Distribution

Germany · UK

  • SAP2,916 accounts
  • Dynamics 3651,187 accounts

Nova Retail

Brazil · Mexico

  • Sage Intacct1,639 accounts
  • Oracle Fusion974 accounts
One chart of accounts3 companies · 6 ERPs · one structureMapping
  • Revenue…
  • Cost of sales…
  • Operating expenses…
  • EBITDA…
  • Balance sheet…
0 / 8,412 accounts mapped97% by AI

Different companies often organize their accounts differently. Account names, classifications, and reporting structures can vary, making it difficult to compare performance and bring information together.

Genius Chart of Accounts Consolidator maps these accounts into shared reporting lines for Income Statements and Balance Sheets.

Create a structure that reflects your reporting needs, connect each source account to the appropriate category, and prepare standardized financial datasets for analysis across your business.

Key capabilities

From individual accounts to a unified financial view.

01

Cross-Company Account Mapping

Map accounts from multiple companies, units, and connected ERPs into a common structure. Bring different naming conventions and classifications into consistent reporting categories.
Meridian USMeridian DEMeridian UKReporting line
4000 · Product Sales41000 · UmsatzerlöseSales IncomeProduct revenue
5150 · Freight-In60200 · FrachtkostenCarriage InwardsFreight & logistics
6100 · Salaries63000 · GehälterWages & SalariesPersonnel costs
02

Custom Reporting Hierarchies

Create, edit, and organize reporting lines with multiple levels. Define categories, subcategories, and parent-child relationships around the way your business presents financial information.
  • Operating expensesL1
  • Personnel costsL2
  • SalariesL3
  • Benefits & payroll taxesL3
  • FacilitiesL2
  • TechnologyL2
03

Income Statement and Balance Sheet Templates

Start with ready-made templates or build your own. Adapt their reporting lines and hierarchies to match your management and reporting requirements.

Income Statement

  • Revenue
  • Cost of sales
  • Gross profit
  • Operating expenses
  • EBITDA

Balance Sheet

  • Current assets
  • Fixed assets
  • Current liabilities
  • Long-term debt
  • Equity
04

AI-Assisted Mapping

Use AI to suggest how source accounts should map to your reporting structure. Review, adjust, and approve the proposed classifications before using the consolidated result.
  • 63000 · GehälterAI 99%
    → Personnel costsAccept
  • Carriage InwardsAI 91%
    → Freight & logisticsAccept
  • 7400 · Misc. servicesAI 62%
    → Other operating expensesReview
05

Traceability to Source Accounts

Keep the connection between standardized reporting lines and their original accounts, companies, and systems. Understand which source accounts contribute to each reporting category.

▾ Freight & logistics

$96.1M

  • 5150 · Freight-InUS$41.3M
  • 60200 · FrachtkostenDE$33.6M
  • Carriage InwardsUK$21.2M
06

Financial Datasets Ready for Analytics

Turn the approved mapping into a curated Gold dataset that supports financial dashboards, comparisons, and executive reports.

Gold dataset

gold.financials_consolidated

3 entities · 1,284 accounts · approved mapping v12

  • Financial dashboards
  • Cross-company comparisons
  • Executive reports

How it works

Define the structure. Map the accounts. Bring the results together.

  1. 01

    STEP 01

    Bring in your account data.

    Use the accounts and financial data integrated from your business systems.
  2. 02

    STEP 02

    Choose your reporting structure.

    Select an Income Statement or Balance Sheet template, or create a custom hierarchy.
  3. 03

    STEP 03

    Map and review.

    Assign accounts to reporting lines manually or use AI suggestions to support the process.
  4. 04

    STEP 04

    Prepare the standardized dataset.

    Apply the approved mapping and make the resulting Gold dataset available for analysis and reporting.

Business benefits

Make financial performance easier to compare and explain.

  • 01

    Consistent reporting categories

    Apply shared definitions across different companies and systems.

  • 02

    Clearer cross-company comparisons

    Analyze results using a common financial structure.

  • 03

    Reporting that fits your business

    Customize hierarchies and templates around your management needs.

  • 04

    Transparent classifications

    Follow reporting categories back to the source accounts behind them.

Fully Managed

We run the platform for you. Your team just uses the intelligence.

Implementation, integration, configuration and ongoing management, all handled by Genius Lab.

Discover Fully Managed

Connected to Genius

A shared financial foundation for analytics and AI.

Data Manager prepares the underlying financial data. Chart of Accounts Consolidator organizes it into standardized reporting structures.

Analytics uses the resulting datasets for financial views and comparisons. AI Agents can analyze performance within the available business context, while AI Reports brings the findings into executive communications.

Your financial analysis builds on the same approved account mapping and reporting definitions.

Genius Platform

Connectors

Integrate

Data Manager

Prepare

Genius Cortex

Understand

Bring your financial reporting into alignment.

Work with Genius Lab to define your reporting structure, map your accounts, and build a consistent foundation for financial analysis across your business.

Talk to Our Team