Modern Multi-Entity Accounting Resource Kit
Start your journey to modern multi-entity accounting. Get your free starter kit to streamline consolidations, eliminate manual work, and modernize outdated accounting systems.
What’s Included:
- Full Set of Self-Guided Product Demos
- CFO’s Guide to Modern Multi-Entity Accounting
- Articles and checklist to modernize multi-entity accounting
Free Resources to Simplify, Accelerate, and Automate Your Multi-Entity fFnancial Management.
This carefully curated resource kit includes actionable templates, insightful guides, and hands-on demos specifically designed to help CFOs, controllers, and accounting teams overcome the complexity of multi-entity consolidation, streamline intercompany accounting, and transition away from fragmented legacy accounting systems.
CFO’s Guide & Checklist to Modern Multi-Entity Accounting
A practical guide to consolidating faster, staying compliant, and gaining control with a streamlined multi-entity accounting platform.
- Best practices and strategies to simplify multi-entity consolidation and reporting
- Actionable steps to stay compliant and in control as you scale
Self-Guided Tutorials
Unlock our full suite of self-guided demo tutorials for multi-entity, multicurrency and/or digital assets accounting.
Introduction to the SoftLedger Platform
Adding and Updating Locations
Adding and Using Custom Fields
Coins as Digital Assets Demo
Adding a New Account
Posting a Manual Journal
Posting an Intercompany Journal
Uploading Your Structures and Dimensions
Wallet for Digital Assets Demo
Working With Customer Records and Invoices
Working With Vendor Records and Bills
Consolidated Income Statement Template
Use this free Excel template to combine and present the financial performance of multiple companies into a single, unified report.
- Track and analyze the combined revenues, expenses, and net income of a group of companies.
- Includes instructions and pre-filled example.
Month-End Close Checklist
Close faster, with fewer errors and greater visibility. We designed this Excel-based Month-End Close Checklist to help you organize your close process, align your accounting team, and eliminate the chaos of manual task tracking. Plug it into your current workflow to simplify close management, reduce bottlenecks, and ensure nothing falls through the cracks. Download the checklist and see how much smoother your month-end can be.
- Streamline your month-end close across teams and entities
- Clear task ownership and tracking to improve accuracy, speed, and accountability during close
