Multi-company Account Analysis

What is a Multi-company Account Analysis Report? Multi-company Account Analysis Reports are considered management tools and are used by CFOs and Group Controllers to benchmark account balances across departments and subsidiaries. Some of the key functionality in this type of report lets the user select which accounts to display. The report displays the chosen accounts by department and company with easily expandable rows. Traffic lights and variance columns show current year, last year and month-by-month figures. You will find an example of this type of report below.

Purpose of Multi-Company Account Analysis Reports Companies and organizations use Multi-Company Account Analysis Reports to easily and quickly view select GL account balances across time and across organizational entities. When used as part of good business practices in a Finance & Accounting Department, a company can improve its financial performance analysis, as well as, reduce the risk that important results are overlooked because of difficulties in comparing it against the rest of the organization.

Who Uses This Type of Report? The typical users of this type of report are: Executives, CFOs and Controllers. Other Reports Often Used in Conjunction with Multi-Company Account Analysis Reports Progressive Finance & Accounting Departments sometimes use several different Multi-Company Account Analysis Reports, along with financial statements and other management and control tools.

Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others. In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional xFP&A solutions.

This Solver report template connects directly to your ERP data via the Solver Data Warehouse, enabling near real-time analysis with minimal setup. Designed for QuickStart deployment, it can be activated rapidly so your team can focus on analysis and decisions — not data preparation.

What is the Multi-company Account Analysis in Solver? The Multi-company Account Analysis is a pre-built xFP&A report template in Solver that delivers key financial and operational metrics in a single, easy-to-use interface, eliminating the need for manual data work or custom report development.

Who uses this Solver report template? Cfos, fp&a managers, and controllers rely on this Solver report template for consistent, parameter-driven reporting that can be run on demand or on a scheduled basis. It eliminates the manual work typically required to produce this type of analysis.

Where does the data come from? Data is sourced automatically from your ERP system through the Solver Data Warehouse, which integrates with platforms such as Microsoft Dynamics 365 Business Central, Dynamics 365 Finance, Acumatica, Sage Intacct, and other leading ERP solutions. Once connected, the template updates in near real-time with no manual data entry required.

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