Everything Smartbooks can do
From reporting to consolidation, from budgeting to cash flow forecasting. One platform for all your financial processes.
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
AI connectors: your figures in Claude, ChatGPT or Copilot
Alongside the built-in AI controller, you can connect Smartbooks through the MCP server to the AI tool your team already uses. Ask in plain language about your results, budget or open items.
Claude
ChatGPTMicrosoft CopilotAny AI with MCPConnect 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.
Your AI connects too: ask questions about your figures in Claude, ChatGPT or another AI with MCP. More about AI connectors
Missing an integration? Almost any connection is possible via our API and integration platforms.
Data & BI
Systems & automation
For BI tools and automation platforms we use open APIs and ready-made connectors.
See Smartbooks in action
See Smartbooks live in action
In our live webinar we walk you step-by-step through consolidating, analysing and reporting with AI — with room for your questions.
- Demo in a real multi-entity environment
- How to shorten your monthly close by days
- Real-world examples from finance teams like yours
Free Whitepaper
Discover in our whitepaper how AI is transforming the financial sector and how your organization can benefit.