Skip to main content

Advanced Features

This section covers features that go beyond day-to-day reporting and forecasting:

  • Consolidation — combine financial data across multiple entities into a single set of reports (Premium)
  • Annual Accounts Filing — manage the filing process and audit trail for statutory annual accounts
  • Booklet Export — generate professional PDF documents combining dashboards and reports

These features are available on the Premium plan (consolidation) or on Lite and Premium (annual accounts, booklet export).