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Introducing Field Orchestrator: The Intelligence Layer for Financial Audit.

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Introducing Field Orchestrator: The Intelligence Layer for Financial Audit.

Learn More

Trial Balance and Consolidation

Automated ingestion, live leadsheets, and multi-tier consolidations keep every number tied to the engagement.

Trial Balance and Consolidation

  • Load without the rework

    AI reads client TB files as delivered, no templates, no manual account typing.

  • Every number stays connected

    TB changes flow straight into leadsheets, adjustments, and financial statements.

  • Consolidate in one engagement

    Multi-tier hierarchies live in a single engagement, with rollups at every level.

  • Roll forward, not restart

    Hierarchy, mappings, and prior-year balances carry forward, set up once.

Audit-ready data, every engagement

  • Structured Trial Balance Upload

    Upload client TB data in a standardized format that flows directly into leadsheets, analytics, and the engagement workflow.

  • Configurable Live Leadsheets

    Leadsheets auto-update with every TB change, tracking flux, adjustments, workpaper references, and prior-period balances.

  • Multi-Tier Consolidation

    Manage complex parent-child structures with up to 200+ entities, centralized navigation, and drill-down across every level.

  • Government Fund Accounting

    Supports governmental fund structures with dedicated fund hierarchies, inter-fund eliminations, and fund-level reporting.

Proven on real engagements

  • <1%

    Margin of error on results, measured against manual testing

  • Up to 55%

    Reduction in engagement hours on complex audits

  • 66%

    Reduction in time spent drafting test procedures

What practitioners are saying

  • Neha Patel
    “Exceptional customer service is foundational to our ability to grow organically and you can see the results of that value driver in how our firm has grown in the marketplace.”

    Neha Patel

    Partner, Governance, Risk & Compliance Services

  • Nathan Hartgraves
    “One of my clients loved that the system reconciled everything for them before they even sent it to us. They told me to get our tax team using it too.”

    Nathan Hartgraves

    Managing Partner

Multi-tier consolidation, tied out and audit-ready. See it work across your entire structure.

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