Everything Smartbooks can do

From reporting to consolidation, from budgeting to cash flow forecasting. One platform for all your financial processes.

Smartbooks dashboard screenshot 1 — financiële rapportage en consolidatie interface

Smartbooks dashboard screenshot 2 — financiële rapportage en consolidatie interface

Our capabilities

Three core areas,
one platform

Consolidation & reporting

Multi-entity consolidation with automatic intercompany eliminations and currency conversion. Reports that adapt to your structure, drill down to the original transaction.

Planning & variance analysis

Budgets, forecasts and scenarios alongside your actuals. Spot deviations instantly, with the reasoning behind them, and steer before the MT asks.

Period close support

A shared checklist, task ownership and real-time status of your monthly close. Everyone knows what needs to happen and where things are stuck.

Reporting

Fast, reliable reports with real-time updates. Custom data model, security model, and dashboards with visualizations, KPI tiles, and tables.

Quickly create and lock reports
Real-time updates from your source systems
Custom data model tailored to your management needs
Security model, you decide who sees what
Report by cost center, project, or cost driver
Dashboards with visualizations, KPI tiles, and tables
Drill down from reports to transaction level with PDF invoices
Quick insights into transactions to/from specific customers
Aging analysis per entity and consolidated
Operational metrics via manual input, formulas, or API
Viewer, Contributor, and Admin roles with restrictions per cost center
Excel add-in: pull reports into Excel and refresh anytime

Integrations

Connect your systems in minutes

Smartbooks plugs seamlessly into your existing accounting, ERP and BI stack. No IT project, no migration, just plug-and-play with the tools you already use.

Plug-and-play setup

Live in days, not months

Secure & GDPR-compliant

Accounting & ERP