Purpose-built consolidation that replaces OLAP cubes, proprietary scripting, and planning tools adapted for close — with visual rules, parallel processing, and a web-native platform your team controls day-to-day.
OLAP cubes, proprietary scripting languages, planning tools repurposed for consolidation, and architectures that haven't fundamentally changed in two decades.
Compiled assemblies, proprietary scripting, and modeling platforms that require certified specialists to modify. Once it's built, your team can't make routine changes without going back for help.
Planning platforms adapted for consolidation lack native IC elimination, journal management, and close process workflows. You end up building consolidation logic from scratch inside someone else's modeling framework.
Thick clients repackaged behind a browser tab, OLAP engines lifted to the cloud with the same limitations, and interfaces that feel like they were designed for a different decade.
OLAP cubes with sparse/dense design constraints, cell-based calculation grids that don't scale, and fixed dimension structures that fight your chart of accounts instead of adapting to it.
Separate licenses for consolidation, close management, data integration, and reporting. Middleware tools just to load data. The cost of doing consolidation shouldn't require a procurement exercise for every capability.
Calculations hidden inside proprietary engines, OLAP cubes, or cell-based models. Understanding what happened and why shouldn't require reverse-engineering someone else's model.
One platform. Data loading, consolidation, IC elimination, journals, close management, planning, and reporting — built together, not assembled from separately-licensed modules.
Calculate, translate, and consolidate in parallel across entities. No OLAP cubes to rebuild, no cell-based grids to recalculate. Row-level facts processed through a dependency-aware DAG.
Business rules as spreadsheet-like grids — not compiled assemblies, proprietary scripts, or modeling formulas only a certified builder can maintain. Your team owns the logic.
Virtualized financial grid with frozen headers, hierarchy drill-down, computed members, and one-click XLSX export. Not a BI tool bolted on or a dashboard pretending to be a financial report.
Smart matching, FX residual classification, LCA-level posting, and NCI-aware elimination journals — built in, not something you build yourself inside a planning model.
One process framework for consolidation close and FP&A planning. Customizable step workflows, entity-scoped templates, sign-offs, and dashboards at every stage — no separate module to license.
17 connectors — ERPs, databases, cloud warehouses, S3, and flat files. Visual mapping rules, scheduled extraction, schema discovery. No middleware, no separate ETL tool.
27 forecast methods — growth rates, rolling averages, driver formulas, linear trends, exponential smoothing, seasonal decomposition. Assign to accounts, override any cell, and spread annual targets to months.
Not a BI dashboard relabeled for finance. Not a planning grid adapted for reporting. A purpose-built virtualized financial grid with hierarchy indentation, frozen headers, section totals, computed members, and instant XLSX export.
| Account | Current Period | Prior Period | Variance | Var % |
|---|---|---|---|---|
| Revenue | ||||
| Product Revenue | 28,450,000 | 25,120,000 | 3,330,000 | 13.3% |
| Service Revenue | 12,890,000 | 11,640,000 | 1,250,000 | 10.7% |
| License Revenue | 4,220,000 | 3,980,000 | 240,000 | 6.0% |
| Total Revenue | 45,560,000 | 40,740,000 | 4,820,000 | 11.8% |
| Cost of Revenue | ||||
| Cost of Products | (14,230,000) | (13,100,000) | (1,130,000) | 8.6% |
| Cost of Services | (6,120,000) | (5,880,000) | (240,000) | 4.1% |
| Total Cost of Revenue | (20,350,000) | (18,980,000) | (1,370,000) | 7.2% |
| Gross Profit | 25,210,000 | 21,760,000 | 3,450,000 | 15.9% |
| Operating Expenses | ||||
| Sales & Marketing | (8,440,000) | (7,920,000) | (520,000) | 6.6% |
| Research & Development | (5,670,000) | (5,230,000) | (440,000) | 8.4% |
| General & Administrative | (3,180,000) | (2,960,000) | (220,000) | 7.4% |
| Total Operating Expenses | (17,290,000) | (16,110,000) | (1,180,000) | 7.3% |
| Operating Income | 7,920,000 | 5,650,000 | 2,270,000 | 40.2% |
Connect SAP, NetSuite, Snowflake, SQL Server, S3, Excel, or any of 17 built-in connectors. Map source data with visual rules. Load into the analytical store.
Run validation rules per entity. Execute parallel consolidation: calculate formulas, translate currencies, aggregate up the hierarchy.
Generate financial reports with drill-down. Build dashboards. Manage the close process with task workflows and certification tracking.
Write a formula, configure a report, build a dashboard — and see results immediately. Once the platform is stood up, your team owns the day-to-day. No tickets for routine changes. No additional module licenses.
Excel-like expressions with live testing. Try it, see the result, deploy it.
Define rows, columns, computed members, and styles. See the result instantly.
Visual grids with conditions and actions. No scripting language to learn.
| Account Type | Flow | Rate Type |
|---|---|---|
| Revenue | YTD | Average |
| Expense | YTD | Average |
| Asset | Balance | Closing |
| Liability | Balance | Closing |
| Equity | * | Historical |
| * | * | Closing |
Build dashboards with charts, reports, actions, and instructions. No separate license.
17 built-in connectors across ERPs, databases, cloud warehouses, file storage, and flat files. Schema discovery, visual mapping, cron-scheduled extraction, and permanent raw data preservation — all native to the platform.
Point at any source and see columns, data types, and sample rows before writing a single mapping rule. Works for databases, APIs, files, and cloud storage.
7 rule types — exact match, prefix, range, pattern, list, formula, and default. Priority ordering, sign flipping, and one-to-many derivation. Changes apply instantly.
Cron-scheduled pulls from any async connector with timezone support. Optional auto-load into the analytical store. Raw data permanently preserved for audit.
Color-coded validation matrix shows every entity against every rule at a glance. Drill into any cell for details. Gate consolidation until critical validations pass.
| Entity | TB Balanced | Req. Accts | IC Matched | FX Rates | Prior Lock |
|---|---|---|---|---|---|
| US Operations | PASS | PASS | PASS | PASS | PASS |
| UK Limited | PASS | PASS | WARN | PASS | PASS |
| Germany GmbH | PASS | ERROR | PASS | PASS | PASS |
| Japan KK | PASS | PASS | PASS | WARN | PASS |
| Brazil LTDA | ERROR | PASS | PASS | PASS | N/A |
| Singapore Pte | PASS | PASS | PASS | PASS | PASS |
| Canada Inc | PASS | PASS | WARN | PASS | PASS |
| Account Code | Entity Type | Flow | CashFlow Category |
|---|---|---|---|
| 1000..1999 | * | BalanceSheet | - |
| 4000..4999 | * | YTD | Operating |
| 5000..5999 | * | YTD | Operating |
| 6000..6999 | Operating | YTD | Operating |
| 6000..6999 | Holding | YTD | Investing |
| 7000..7999 | * | YTD | Financing |
| 8* | * | YTD | NonCash |
No compiled assemblies. No proprietary scripting languages. Decision tables give your finance team visual grids they can read, edit, and maintain independently — so routine changes stay in-house.
If(), Lookup(), Round(), Prior(), Rate() — functions your team already knows.
Match first row or collect all matches. Priority-ordered, deterministic evaluation.
Test expressions with live data before deploying to production rules.
Close management isn't a separate module to license. It's built into the platform — task dependencies, batch operations, entity certification, and auto-executing system tasks, all in one place.
Not a simple offset engine. Full intercompany matching with FX residual classification, unrealized profit schedules, NCI-aware directional elimination, and LCA-level posting across multi-level hierarchies. The scenarios that take months to build in other platforms ship out of the box.
Inventory, fixed asset, dividend, and custom schedules with monthly amortization. Track remaining percentage, cumulative realization, and total markup — not just a one-time offset.
Full consolidation with NCI, proportional consolidation, or equity method — configured per entity, applied automatically during wave execution.
Track acquisition equity, goodwill, and investment amounts. Calculate post-acquisition retained earnings for equity accounting and stepped acquisitions.
| Entity A | Entity B | Type | A Amount | B Amount | Diff | Status |
|---|---|---|---|---|---|---|
| US East | UK Ops | Revenue / Expense | 2,450,000 | 2,450,000 | 0 | Matched |
| Germany | Japan | Receivable / Payable | 890,000 | 889,412 | 588 | FX Residual |
| France | US West | Revenue / Expense | 1,200,000 | 1,180,000 | 20,000 | Partial |
| Singapore | Australia | Dividend | 500,000 | 500,000 | 0 | Matched |
Consolidation teams and FP&A teams run fundamentally different workflows — but both need customizable steps, dashboards at every stage, and auditable sign-offs. One process framework serves both, without duplicating the platform.
| Entity | Data Review | Validation | Consolidation | Certification |
|---|---|---|---|---|
| US East | Done | Done | ... | – |
| US West | Done | ... | – | – |
| EMEA Corp | Done | Done | Done | ... |
| Asia Pacific | ... | – | – | – |
| Account | Jan | Feb | Mar | Apr | May | Jun |
|---|---|---|---|---|---|---|
| Product Revenue | 1.2M | 1.3M | 1.1M | 1.4M | 1.5M | 1.6M |
| Service Revenue | 820K | 845K | 790K | 880K | 910K | 950K |
Define process templates with any combination of steps — SEED, INPUT, CALCULATE, REVIEW, APPROVE, LOCK for planning; VALIDATION, CONSOLIDATION, CERTIFICATION for close. Each step type drives distinct behavior.
Asia runs driver-based headcount planning while North America uses factor-based revenue forecasting. Different entity scopes, different templates, same scenario — consolidated identically.
Attach a dashboard to any process step — validation summaries, input forms, variance reports, or approval checklists. Each step becomes a focused workspace, not a blank checkbox.
Assign forecast methods to any account or account group — growth rates, rolling averages, driver formulas, statistical models. Override any cell, spread annual targets, and recalculate instantly. The planning engine runs inside the same calculation pipeline as consolidation.
| Account Scope | Method | Config | Priority |
|---|---|---|---|
| Revenue | Prior Year + Growth | growth: 5% | 10 |
| SalaryExpense | % of Account | Revenue × 30% | 10 |
| FTE | Fixed Amount | $142 | 5 |
| RentExpense | MoM Growth | growth: 0.3% | 5 |
| MarketingExpense | Rolling Average | 6 periods | 5 |
| CapEx | Linear Trend | 24 periods | 5 |
| UtilityExpense | Seasonal Decomp | 24p / 12 season | 3 |
Year-over-year, month-over-month, quarter-over-quarter growth rates. Per-unit drivers, percentage-of-account models, and arbitrary formula expressions. Assign at any level of the account hierarchy.
Linear trend extrapolation, Holt's double exponential smoothing, multiplicative seasonal decomposition, CAGR projection. Simple statistical forecasting today — ML-ready architecture for tomorrow.
Override any calculated cell without losing the formula — overrides persist as a separate data layer via the source dimension. Spread annual targets to months using even, historical pattern, seasonal, or custom weight profiles.
This isn't generic software with your logo slapped on it. Make every screen feel like it was built in-house — your colors, your fonts, your navigation, your workflows. Finance teams shouldn't have to adapt to the tool. The tool adapts to them.
Out of the box, the platform handles consolidation, reporting, and close management without writing a line of code. But when you need something the built-in tools don't cover, you're not stuck. The platform ships with a typed React SDK — so your team, or any React developer you hire, can build exactly what you need. Your code, your choice, your pace.
Don't wait for a certified partner. Hire from the world's largest frontend talent pool and ship custom experiences in days, not quarters.
Embed a small chart in a dashboard, or build an entirely custom close management app. The SDK scales from widget to application.
Complete API reference, data model docs, theme guide, and copy-pasteable examples — all built into the platform.
Stop clicking through wizards. Your platform generates an MCP API key, you add it to Claude Code, and start talking. Claude calls the platform's APIs directly — reports, process templates, business rules, dashboards, mapping profiles, all 14 configuration tools. Built on the Model Context Protocol.
Claude doesn't generate instructions for you to follow. It calls the platform's APIs directly, creates real configuration, and reports back what it did.
Every AI-initiated change flows through the same endpoints as manual changes — same validation, same audit trail, same permission checks. Your MCP key is scoped to your role.
| Fin | The Alternatives | |
|---|---|---|
| Consolidation Approach | ✓ Purpose-built engine | Adapted planning module or legacy OLAP |
| Data Model | ✓ Row-level financial facts | OLAP cubes or cell-based grids |
| Business Rules | ✓ Visual decision tables | Compiled code, proprietary scripts, or model formulas |
| Rule Changes | ✓ Self-service by finance team | Requires specialists, model builders, or certified partners |
| IC Elimination | ✓ LCA posting, NCI splits, FX residuals | Build-it-yourself or separate module |
| Journal Entries | ✓ Full lifecycle, built in | Separate module or manual process |
| Close Management | ✓ Integrated task workflows | Separate module to license, or missing entirely |
| FP&A Planning | ✓ 27 forecast methods, driver models, overrides | Limited methods, rigid workflows, separate planning module |
| Data Loading | ✓ 17 connectors, built-in ELT | Requires middleware or separate ETL tool |
| Report Engine | ✓ Purpose-built financial grid | Generic BI tool, dashboards, or Excel export |
| Custom Dimensions | ✓ Unlimited, user-defined | Fixed structure or sparse/dense cube design |
| Consolidation Speed | ✓ Parallel (multi-threaded Rust) | Sequential processing or cube rebuilds |
| Customization | ✓ Full branding, nav, and page layout | Fixed UI, limited white-label, or implementation-dependent |
| Developer Platform | ✓ Typed React SDK, any developer | Proprietary scripting, certified specialists required |
| AI Configuration | ✓ Claude Code + MCP key, 14 tools | No AI, or generic copilot with no platform access |
| Client | ✓ Web native from day one | Desktop client, cloud-wrapped legacy, or planning UI |
| Analytics Engine | ✓ Embedded DuckDB (columnar) | OLAP cubes, SQL Server, or proprietary engine |
| Deployment | ✓ Docker / cloud-native | Managed cloud with legacy constraints or on-prem |
| Expression Language | ✓ Excel-like (If, Lookup, Prior) | Proprietary scripting or modeling syntax |
Real benchmarks. Release builds. Single machine. Full consolidation pipeline — formulas, currency translation, ownership, intercompany elimination. Every row through every phase.
Double the data, double the time. No phase exhibits super-linear growth.
Built on a modern, proven stack chosen for performance, safety, and operational simplicity.
See Fin in action with your data. Your team in control from day one.