Multi-company reporting. One clear financial picture.
Select the companies you want and run a combined P&L, Balance Sheet, Cash Flow, Snapshot, or Forecast inside switchbooks. No spreadsheet assembly and no separate reporting add-on. $99/month per company.
Consolidation Demo
Consolidated report
Profit & Loss
| Account | Harbor Goods | Northstar Studio | Parkside Services | Total |
|---|---|---|---|---|
| Sales | ||||
| Services | ||||
| Total revenue | ||||
| Materials | ||||
| Contractors | ||||
| Total cost of goods sold | ||||
| Gross profit | ||||
| Payroll | ||||
| Software | ||||
| Rent | ||||
| Total operating expenses | ||||
| Net income | ||||
Consolidated P&L
Three companies. One total.
Multi-company reporting without spreadsheet assembly
See the group-wide result, compare the companies behind it, and open supporting transactions from the same report.
Profit & Loss
See revenue, expenses, and net income across every company you select.
Balance Sheet
Combine assets, liabilities, and equity as of any reporting date.
Cash Flow
Follow cash in, cash out, and ending cash across the group.
Snapshot & Forecast
Review trends, focus categories, and a consolidated monthly forecast.
Company comparison
View the consolidated total or compare each company side by side.
Transaction drilldown
Open the transactions behind a report amount without leaving the report.
Saved reporting groups
Reuse the same company combinations and reports every month.
Share & export
Share live reports or export supported statements to Excel.
Combined management reporting, with each company intact
Books stay separate
Accounts, transactions, and financial statements remain inside the company where they belong.
Reporting comes together
Choose the companies in scope, view a combined total, and compare company columns side by side.
Scope stays clear
Automatic intercompany eliminations, currency translation, and statutory consolidation adjustments are not currently included.
Built for more than one company
One reporting workflow for every company you own, operate, or advise.
Multi-entity owners
Understand the group without losing visibility into each operating company.
Multi-location businesses
Compare entity performance while keeping the combined total in view.
Accountants and fractional CFOs
Build recurring client reports without rebuilding consolidation spreadsheets.
Holding and operating groups
Return to the same company combinations and reports every month.
Learn about multi-company reporting
Practical guides for deciding what to combine, reviewing a consolidated P&L, and understanding when adjustments are required.
Multi-company reporting is now in switchbooks
See what the new reporting workflow includes and where its scope ends.
How to combine financial reports without spreadsheets
A practical workflow for consistent multi-company management reporting.
How to build and review a consolidated P&L
Understand group totals while preserving company-level visibility.
When intercompany eliminations are required
Learn what eliminations do and why combined reporting is not always statutory consolidation.
Common questions about consolidation
How much does consolidation cost?
Consolidation is included at no additional charge. Each company is $99/month.
Which reports can I consolidate?
Profit & Loss, Balance Sheet, Cash Flow, Snapshot, and Forecast.
Can I choose which companies are included?
Yes. Select any combination of companies you can access and change the selection whenever you need a different view.
Can I compare companies side by side?
Yes. Core financial statements can show company columns alongside the consolidated result.
Can I see the transactions behind a total?
Yes. Drill down from supported totals in the P&L, Balance Sheet, and Cash Flow into the consolidated transaction viewer.
Can I save recurring consolidated reports?
Yes. Save reports into reusable company groups, then reopen or share them without rebuilding the reporting scope.
Does consolidation merge my companies’ books?
No. Each company keeps its own books. Consolidation gives you a combined reporting view while preserving the underlying company records.
Does switchbooks perform intercompany eliminations?
Not currently. switchbooks provides combined multi-company management reporting; automatic intercompany eliminations, currency translation, and statutory consolidation adjustments are not included.
See every company in one place.
$99/month per company. Consolidated reporting is included.
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