Financial consolidation automation

Get better group reporting, faster.

Turn your accounting data into clear, traceable group reporting.

  • Faster: the group pack is ready on day 1, every month.
  • Higher quality: every figure drills down to the ledger line.
  • More clients: a new group is a setup, not a new hire.

The cost of manual group reporting

Where group reporting leaks money.

Left: traditional financial consolidation. Right: the same group with the BT Plate App.

Traditional Financial Consolidation

Separate files and repeated spreadsheet work.

Entity ledgers

SAPSAP
NetSuiteNetSuite
DatevDatev
XeroXero

Chase ledger exports

Export files from each accounting tool.

Manual collection

Reconcile by hand

Map accounts and reconcile balances by hand.

Repeated work

Assemble the group pack

Assemble reports from separate spreadsheets.

Manual preparation

BT Plate App

Connected data, reusable rules, traceable reporting.

Entity ledgers

SAPSAP
NetSuiteNetSuite
DatevDatev
XeroXero

Connect entity ledgers

Import authorised ledgers through agreed access.

Repeatable imports

Apply consolidation rules

Reuse mappings and flag reconciliation gaps.

Reusable rules

Refresh linked reports

Refresh reports with links to source entries.

Traceable reports

Why groups switch

Fast. High quality. Scalable.

Faster

Less time preparing reports

Automate data collection, consolidation and report updates so your team can focus on analysis and decisions.

Higher quality

Consistent, traceable figures

Apply repeatable rules, flag discrepancies for review and trace reported figures back to source entries.

Scalable

Grow your reporting capacity

Reuse reporting workflows across entities, groups and clients. Handle growing volumes with less repetitive work.

How we compare

Built for financial consolidation, not adapted to it.

CriteriaBT PlateConsolidationExcelSpreadsheetsDatabricksAnalyticsWorkday EPMPlanning
Dashboard Refresh
AI AssistanceMCP server built inCopilot formulasAssistant in notebooksPlanning agents
Standard LogicReady to useHand-builtBuild from scratchConsolidation module
AdaptabilitySQL transform stepsFormulas onlySQL and PythonClosed model
Data TraceabilityUnder 5 clicksNot availableNot availableTo the ledger line
Data OutputOffice & dashboardsExcelTables and dashboardsWorkday reports
Data ReusabilityBuilt inCellsGeneric tablesPlanning model
Consultants
Implementation duration

Financial Visibility brings The Best Opportunity

Make the best strategic decision now, not next year!

When was the last time you made a decision backed by a financial report from your accountant?

How it works

Entity ledgers in. Financial consolidation out.

Eleven
Odoo
NetSuite
Datev
QuickBooks
Tiime
Xero
Sage
SAP
Oracle
See More

AI Agents

AI agents handle accounting and reporting. Your team leads.

BT Plate App connects the entire accounting and reporting process for AI agents. Your team supervises, reviews exceptions and makes decisions instead of chasing documents and numbers.

See AI Agents

Contact us

Start getting faster, more reliable financial reporting.

Share your reporting goals and we’ll map a plan for faster, more reliable reporting.

Or email us at sales@boilertech.io