What you get
Combined Profit & Loss
A column for each company and a total, for any period.
Profit & LossSep Harbor Northstar Total Revenue $24,720 $9,150 $33,870 Expenses $11,580 $4,210 $15,790 Net income $13,140 $4,940 $18,080 Balance Sheet and Cash Flow too
Every statement combines the same way, as of any date.
Balance SheetSep 30 Harbor Northstar Total Assets $86,400 $31,250 $117,650 Liabilities $22,100 $8,900 $31,000 Equity $64,300 $22,350 $86,650 Open the transactions behind any number
Click a total and see what is in it, company by company.
Software, SepDate Company Description Amount 09-28 Harbor Google Workspace -$18 09-21 Northstar Figma -$45 09-14 Harbor Amazon Web Services -$142 09-03 Northstar Notion -$96 Total -$301 Save the group
Pick the companies once. Next month is one click.
Operating companiesCompany Harbor ✓ Included Northstar ✓ Included Parkside ✓ Included Summit
Guides
Common questions
How much does consolidation cost?
Consolidation is included at no additional charge. Each company is $25/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.
