Use case
Group reporting software for growing private groups
Bring reporting, consolidation and financial control into one shared model across entities and accounting systems. Help your CFO and controllers explain group numbers without replacing subsidiaries’ ERPs.
What is group reporting?
Group reporting brings financial information from multiple legal entities into a consistent view for management. It combines a shared reporting structure with consolidation, intercompany eliminations and analysis, helping finance teams compare performance and explain group numbers across accounting systems.
Sumledger is built for private multi-entity groups that have outgrown spreadsheet-led control but do not need a heavy enterprise finance system. It is particularly relevant to groups with 3–20 companies, multiple accounting systems and recurring month-end reporting needs. This describes a typical fit, not an eligibility limit.
Challenge
When group reporting becomes too manual
Look for recurring control work, not just the number of companies in the group.
Manual group reporting
Repeated exports, spreadsheet versions and reconciliations make the reporting process dependent on the people who know the model.
Different ERP systems
Different charts of accounts and dimensions require shared mapping before entities can be compared on a consistent basis.
Limited group-level explanation
A consolidated total is not enough when finance needs to identify the entity, account or underlying transaction behind a variance.
What Sumledger supports
From entity data to a shared group report
The workflow builds on existing group structure, accounting systems, and reporting needs.
Shared reporting structure
Map entity accounts into the group reporting structure and review mappings when local charts of accounts change.
Intercompany eliminations
Work with identifiable intercompany entries using accounts, dimensions or counterparties. Finance defines the elimination logic and checks the results.
Cross-company analysis
Compare entities, accounts and dimensions, then investigate transactions, vouchers and attachments where the source data is available.
Reporting in practice
From the group report to the underlying detail
Connect the reporting structure to the available source data so finance can investigate and explain variances.
Shared reporting model
Compare results using a common structure across entities. Review mappings, reporting periods and KPI definitions before relying on the totals.
Finance-owned control
Controllers investigate differences using the available underlying detail. Source-system access and data coverage determine the level of drilldown.
Relevant features
Features that support the workflow
Connect consolidation, shared reporting and group structure with the controls your finance team needs at month-end.
Automated consolidation
Automate consolidation, eliminations and reporting across your entire group. Sumledger adapts to how your companies are actually structured – and keeps everything in sync, automatically.
- Automate consolidation
- Handle eliminations
- Report across the group
Shared reporting
Everyone works from the same numbers. Live reports, comments and full audit trail – ready for CFOs, controllers and auditors alike.
- Live reports
- Comments
- Full audit trail
Scalable group structure
Add new companies in minutes. Whether you expand across countries, currencies or systems, Sumledger scales with you.
- Add companies
- Support countries and currencies
- Scale group structure
ERP reporting vs group reporting
One ERP may be sufficient for a simple group. A separate reporting layer becomes useful when local structures and manual cross-company work limit group control.
Account structure
- Reporting in one ERP
- Reports follow the configured ERP structure.
- Group reporting requirement
- Comparable results across entity charts of accounts.
- Sumledger approach
- A shared group reporting model and account mapping.
Intercompany entries
- Reporting in one ERP
- Group functionality varies by ERP and setup.
- Group reporting requirement
- Identifiable entries and controlled elimination logic.
- Sumledger approach
- Support for eliminations based on identifiable source data.
Explaining variances
- Reporting in one ERP
- Underlying detail is available within the ERP’s data scope.
- Group reporting requirement
- Trace numbers across entities and accounting systems.
- Sumledger approach
- Analysis across entities, accounts and available underlying detail.
A practical group reporting workflow
1. Collect the available data
Confirm supported connections, reporting periods and the data available from each accounting system. An integration retrieves data; it does not validate the group report.
2. Map entity accounts
Connect local accounts to the group reporting structure. Finance reviews unmapped accounts and changes to mapping.
3. Review intercompany entries
Identify counterparties or other reliable markings, define elimination logic and investigate mismatches before sign-off.
4. Build and validate the group report
Use a consistent reporting structure. Check totals, reporting periods and KPI formulas against the agreed definitions.
5. Explain variances and sign off
Investigate differences by entity, account and dimension, using underlying transactions where available. Finance retains responsibility for review and sign-off.
See an example and explore the reporting decisions
Kravia’s published customer story describes its use of Sumledger to bring Nordic reporting together across systems and countries.
Read the Kravia customer story
Reporting across multiple ERP systems
FAQ
Frequently asked questions
A few practical clarifications before a demo.
Explore group reporting for your entities and systems
Bring your group structure, accounting systems and reporting requirements. We will walk through how mapping, eliminations and variance analysis could work for your finance team.