Financial Consolidation Software
for Every Business You Run
Most consolidation platforms are built for holding companies with 50 subsidiaries and a treasury team to manage them. You have two LLCs and a Monday morning. Or 30 accounting clients across separate QuickBooks files. Or a marketing agency tracking billings for eight brand accounts at once. The Cashflow Optimizer handles all of it — every entity in one login, real numbers on demand.
No long-term contracts. Month-to-month engagements. Discovery calls are free.
Consolidation Is Broken for Businesses at Your Scale
Enterprise tools were built for 50-entity holding companies. QuickBooks was built for one. Everything in between is a spreadsheet held together with hope.
Every month, someone exports data from one system, pastes it into a spreadsheet, adjusts for intercompany eliminations, and emails the file to the person who needs to verify the numbers. According to SCORE, the average small business owner spends over 40 hours per month on administrative financial tasks. A meaningful share of that is this relay race, run monthly, often twice when the first version has an error.
A restoration contractor running two LLCs has two QuickBooks files, two sets of reports, and no fast way to see their combined cash position, combined AR aging, or combined profitability picture. They know each entity individually. They don't know them together. And that gap is exactly where the surprises live — usually at the worst possible time.
Search the consolidation software market and you'll find one consistent theme: tools designed for public companies and PE portfolio management, with $500/month minimums, 90-day implementations, and required data migrations. A 12-person accounting firm managing 30 clients doesn't need the enterprise version of this problem solved. They need a platform designed for their actual scale. We do.
About Daniel Zabala, MBA, MSF
I Built This Because I Kept Seeing the Same Problem
I've worked as a fractional CFO for businesses doing $300,000 to $25M in revenue. The multi-entity ones always had the same challenge: they understood each entity individually, but nobody could produce a combined picture without a multi-hour manual process. I sat through enough of those close meetings to know it wasn't a people problem. It was an architecture problem.
When I designed the consolidation module in the Cashflow Optimizer, I built it for the specific version of this problem that small businesses actually have — not the version enterprise vendors solve. A restoration company with two LLCs shouldn't need a 90-day implementation to see its combined cash position. An accounting firm with 30 clients shouldn't need a custom integration project to run consolidated reports for each one. And a marketing agency tracking billings across five brand accounts shouldn't need anything more than a single login.
I have clients who went from a three-day monthly close process to a single-click consolidated report. The math on how much time that recovers isn't complicated. And the decisions you make with a clear combined picture are meaningfully different from the ones you make with three separate sets of books open in separate tabs.
That's the real difference. Not the software. The visibility.
- Financial consolidation reporting across unlimited entities
- 13-week rolling cash flow forecast per entity and combined
- Consolidated P&L, balance sheet, and cash flow statement on demand
- White-label client portal for accounting firms and agencies
- All 12 platform modules included — no add-on fees
Simple Pricing, Published Upfront
We publish our prices because we think you should know what you're buying before you talk to anyone. Every plan includes all 12 feature modules. No setup fees. No per-entity charges. Cancel anytime.
- All 12 platform modules
- Single-entity financial reporting
- 13-week cash flow forecasting
- P&L, balance sheet, and dashboards
- Cancel anytime, no contracts
- Everything in Starter
- Multi-entity consolidation (unlimited entities)
- Consolidated P&L, cash flow & balance sheet
- Client reporting templates
- Priority support
- Everything in Growth
- Unlimited additional seats at $39/user
- White-label client dashboards
- Dedicated onboarding support
- Agency and firm management portal
Average payback period is 6.2 weeks for businesses switching from a disconnected tool stack — measured across platform subscribers who replace 11+ separate tools and eliminate the manual consolidation work that goes with them.
Up and Running in Days, Not Months
No data migration. No 90-day implementation. No required professional services engagement. Most multi-entity setups are producing consolidated reports within three business days.
Connect Your Entities
Add each LLC, brand, or client account in minutes. The platform works alongside your existing QuickBooks setup — your bookkeeping workflow stays exactly as is.
Map Your Chart of Accounts
Standardize account categories across entities so comparisons are accurate. Takes about 20 minutes for most multi-entity setups. The platform guides you through it.
Run Consolidated Reports
Pull a combined P&L, cash flow statement, or balance sheet across all entities with one click. Live data. No exports. No copy-paste. The combined picture is always current.
Share With Stakeholders
Invite your CPA, partner, or clients to a live dashboard. Export to PDF or Excel anytime. White-label dashboards available on Scale — clients see your brand, not ours.
What Businesses Say After the First 30 Days
Results from real clients across home services, marketing agencies, and professional services.
"Daniel is able to deliver strong strategic insight and the custom app is amazing. It provides clear, real-time visibility into your financials."
"Solidify CFO Solutions not only provided the financial guidance I needed to better manage my expenses but introduced tools and technology I could use to run my business more efficiently and scale my growth."
"He is like gasoline to a fire. Daniel knows his stuff and is a blast to work with."
What's Inside the Consolidation Module
Built on the same financial intelligence layer that Daniel uses with fractional CFO clients — now available as a self-serve platform at a fraction of the advisory cost.
Consolidated Financial Reporting
One-click P&L, cash flow statement, and balance sheet across every entity. Intercompany eliminations handled automatically. The combined picture is always current — no exports, no copy-paste, no waiting.
Multi-Entity Cash Flow Forecasting
13-week rolling forecast per entity and combined — built on Daniel's Cash Flow Magnifier Model. See where each business is headed individually and as a portfolio. Know what's coming before it arrives.
Client Portal for Firms and Agencies
White-label dashboards for accounting firms managing multiple clients or marketing agencies tracking billing across brands. Each client sees their own entity view. You see everything. Your branding is what they see.
See Every Entity in One Dashboard
If you're currently building consolidated reports manually — or if you have entities you can't see together at all — the Cashflow Optimizer fixes that in the first 30 days. Or we'll help you figure out whether it's the right fit before you spend a dollar.
No long-term contracts. Month-to-month only. Discovery calls are free.
Common Questions
Financial consolidation software combines financial data from multiple business entities, subsidiaries, or client accounts into a single unified view. Instead of exporting reports from each system and manually assembling them, the platform pulls data automatically and presents a combined P&L, cash flow statement, and balance sheet. The Cashflow Optimizer does this alongside 11 other business intelligence modules — CRM, project management, AR oversight, and more — all included in every plan.
Yes. The Starter plan at $99/month is designed for single-entity businesses that want comprehensive financial reporting, 13-week cash flow forecasting, and operational dashboards across all 12 modules. Multi-entity consolidation is available on the Growth plan at $299/month and above. Many businesses start on Starter and upgrade when they add a second entity or need to add team members.
The Growth plan supports consolidation across unlimited entities with no per-entity fees. Whether you're running two LLCs, managing 10 franchise locations, or advising 30 accounting clients, the platform handles the volume. Scale plan adds unlimited user seats at $39/user/month for teams that need broader access across the portfolio.
QuickBooks consolidation requires manual data export and assembly across separate company files. It does not handle intercompany eliminations automatically or provide a real-time combined view. The Cashflow Optimizer works alongside your existing QuickBooks setup — your bookkeeper keeps doing what they're doing, and the platform provides the consolidated layer on top, live and without the manual assembly step.
The Scale plan is designed for accounting and marketing agencies managing multiple clients. Each client gets their own entity space within the platform. The white-label portal lets you share consolidated or individual reports under your own branding — clients see your firm's name, not ours. You see everything across the full portfolio from a single management view.
Most single-entity businesses are producing live reports within one business day. Multi-entity setups with QuickBooks sync typically take two to three days — account mapping is the main task, and most teams get through it in under an hour. No data migration is required. No professional services engagement is required. No 90-day implementation timeline.
All data is exportable in CSV and PDF formats at any time — you never need to cancel to get your data out. If you do cancel, you have 30 days to export your full financial history before the account closes. No data is deleted without notice. We don't hold data hostage; that's not the kind of relationship we're trying to build.