Unit4 Financial Planning & Analysis

Financial consolidation software

Month-end close without the chaos

Trusted by multi-entity organizations that close with confidence

Consolidation shouldn't take longer than the month itself

Your team spends weeks chasing subsidiaries for intercompany balances, reconciling currencies, and hunting down journal entries. Unit4 Financial Consolidation automates data collection, handles eliminations, and produces audit-ready group reports. So you close faster and with complete confidence in the numbers.

Consolidation that runs like clockwork

Reconcile intercompany throughout the year

Stop treating intercompany reconciliation as a month-end crisis. Unit4 gives each subsidiary control to reconcile their balances continuously, not just when the close deadline hits. AI-assisted matching identifies likely pairs and highlights exceptions that need human review. When month-end arrives, the reconciliation is already done.

Key Features:

Year-round intercompany reconciliation by individual entities
Workflow-based matching and approval
AI-assisted matching with automated mismatch detection
Web-based data entry in multiple languages

Consolidate across currencies and entities automatically

Multi-currency consolidation is where most tools break down. Unit4's engine handles closing rates, period averages, monthly weighted averages, and historical rates automatically. Aggregate financials from subsidiaries using different local GAAPs and produce both IFRS and statutory reports from the same data.

Key Features:

Multi-currency conversion with multiple exchange rate types
Support for local GAAPs and IFRS simultaneously
Automatic aggregations and intercompany eliminations
Full audit trail with journalization and drill-down

Close faster with complete transparency

Every step from subsidiary data import to final group report is documented automatically. Status monitors show exactly where each entity stands. When auditors ask "how did you get this number?", you drill down from consolidated totals to source transactions in seconds.

Key Features:

Status monitoring across all entities
Role-specific workflows with clear accountability
Drill-down from consolidated reports to source transactions
IFRS templates with disclosures and cash flow statements built in

Report to any audience from one consolidation

Produce consolidated financial statements for investors, management reports for the board, and statutory filings for regulators, all from the same consolidation. MS Office integration lets you build board presentations that update automatically. Your consolidated actuals flow directly into FP&A planning and forecasting, closing the loop between what happened and what you plan next.

Key Features:

Statutory and management consolidation from one data source
IFRS reporting templates with automatic formatting
MS Office integration for board presentations
Automatic report distribution

More key features & capabilities

Predefined Consolidation Logic
Built-in workflows for eliminations, aggregations, and adjustments. Less custom coding, faster implementation.
Multi-GAAP Support
Generate both IFRS and local GAAP reports from the same consolidation. No duplicate processes.
Automated Data Import
Pull data from multiple source systems automatically.
No manual exports or version control issues.
Self-Service Analysis
Give stakeholders direct access to consolidated data. Reduce "pull this report" requests.
Dresner Award Winner
Winner of the Dresner Technology Innovation Award for Financial Consolidation, Close Management and Reporting.
Month to Minutes
A global video game publisher reduced time-to-insight from a month to minutes. That's the consolidation speed difference.

Seamlessly connects with your tech ecosystem

Frequently asked questions

What is financial consolidation and why do organizations need it?
Financial consolidation combines statements from multiple legal entities into a single group-level view that eliminates intercompany transactions. Without automation, finance teams manually gather data, reconcile in spreadsheets, and rebuild reports each period.
How does Unit4 automate intercompany reconciliation?
Unit4 includes a built-in workflow for continuous reconciliation throughout the year. The platform matches transactions based on functional currencies, flags mismatches, and requires approval before consolidation. Every elimination is documented with a full audit trail.
Can it handle multiple currencies and accounting standards?
Yes. Unit4 supports multi-currency consolidation with closing rates, period averages, monthly weighted averages, and historical rates. It produces both local GAAP and IFRS reports from the same consolidation.
How does it speed up month-end close?
Through automated data import, continuous intercompany reconciliation, and predefined consolidation workflows with real-time status monitoring. Organizations report reducing consolidation time from weeks to days.
What's the difference between statutory and management consolidation?
Statutory consolidation meets legal/regulatory requirements for external reporting. Management consolidation produces internal reports for decision-making. Unit4 supports both from the same data source.