BrizoConsol Documentation

Everything you need to set up, configure, and get the most out of BrizoConsol.

110 articles
📖
Getting Started
24 articles
⚙
Core Features
49 articles
📄
Settings
19 articles
📈
KPIs & Metrics
6 articles
🔬
Advanced Topics
12 articles

Popular Articles

Pricing & Plans Onboarding Guide — Your First Week Consolidation Setup Guide Organisation Hierarchy Connecting Your Accounting Software Auto Eliminations CTA — Consolidation Translation Adjustment Exchange Rates Data Loading

All Articles

📖Getting Started
Getting Started
Overview Pricing & Plans Sign Up & Log In Navigating BrizoConsol System Requirements Connecting Your Accounting Software First-Time Setup Checklist Removing the Demo Organisation Consolidation Setup Guide Welcome Screen — Getting Started
Onboarding Guide
Onboarding Guide — Your First Week Setting Up Your First Group Structure Connecting Entities to Xero, QuickBooks, MYOB, or Zoho Books Uploading via Excel or CSV
Workspace Tools
Global Search Notifications Daily Brief BrizoButler AI Assistant Profile & Security Guided Tours & In-App Help
FAQ
Getting Started FAQ Accounting System Integration FAQ Using BrizoConsol FAQ Troubleshooting & Support FAQ
⚙Core Features
Dashboard
Viewing Dashboards Scheduling Dashboards, Reports & Insight Packages Customizing Dashboards Type of Widget in Custom Dashboard Drill Down in Dashboard Dashboard Comparison, Currency & Colour Settings BrizoWriter — AI Commentary for Dashboards
Pulse
Viewing Pulse Metrics Key Metrics in Pulse Cash Flow Analysis in Pulse Receivables & Payables in Pulse Customising Pulse KPIs & Health Score
Reports
Viewing Reports Customizing Reports Cell Report - Spreadsheet-Style Custom Reports Drill Down in Reports Built-in Reports in BrizoConsol Report Settings Custom Columns Comparing Periods & Actuals vs Forecast Multi-Currency Consolidation Invoices & Bills List Entering Budget & Forecast Data Report Toolbar, Search & Advanced Filters Cell Report — Sort, Filter, Freeze & Charts
Insight Packages
Viewing Insight Packages Creating & Configuring an Insight Package Section Types in an Insight Package Publishing an Insight Package Starting an Insight Package from a Template or Copy
Ownership and Equity
Ownership NCI — Non-Controlling Interest NCI Reconcile / Verify JV / Associate NCI Report JV / Associate Report
Intercompany
Auto Eliminations Elimination Entries Intercompany Eliminations Guide Intercompany Account Naming Conventions Elimination Review BrizoElim — AI Rule Suggestions & Entry Detection
Adjustments
Posting Journal Adjustments (IFRS / GAAP) Consolidation Journals CTA — Consolidation Translation Adjustment CTA Report CTA / FCTR Reconcile & Verify
Review
Comments Elim. & Journals Report
📄Settings
Organisation Settings
Organisation Detail User Deployment Chart of Accounts Data Loading Uploading Trial Balances via Excel / CSV Accounting Standards Xero Tracking Categories & QuickBooks Classes
Global Settings
Organisation Hierarchy Adding a New Entity & Connecting Accounting Software Virtual Groups Common Chart of Accounts Account Mapping Exchange Rates Intercompany Types Custom KPIs System Audit Trail Consolidation Setup Progress Managing Subscriptions Chart of Accounts Setup Options & Account Status
📈KPIs & Metrics
Built-in KPIs
Built-in KPIs Overview Financial Performance KPIs Efficiency KPIs Liquidity & Cash KPIs Growth KPIs Leverage & Risk KPIs
🔬Advanced Topics
Reporting
Customise Profit & Loss Customise Balance Sheet Customise Cash Flow Preparing Financial Notes
Monthly Close
Monthly Close Workflow — Overview Month End Status Monthly Close — Xero Monthly Close — QuickBooks Online Monthly Close — Zoho Books Monthly Close — MYOB Business Monthly Close — Manual Excel / CSV Upload
System Type
Account Sections / Class
🚀
Not sure where to start?
Read the Onboarding Guide — a step-by-step walkthrough of your first week in BrizoConsol.