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Solutions · Multi-Entity Consolidation

Multi-entity consolidation without the monthly spreadsheet merge.

Sage Intacct consolidates entities with shared dimensions, inter-entity transactions, and automated eliminations. You get the group, each entity, and the inter-entity view from one system, so the consolidation stops being a manual process.

  • Automatedconsolidation
  • Inter-entityeliminations
  • Entity + groupviews
  • Currencywhen needed
Consolidating multi-entity finance teams across
Spring Hill, FLOdessa, FLInverness, FLGreater Tampa BayHernando, Pasco & Citrus CountiesOrlando & South FloridaVirtual nationwide
Direct answer

How does multi-entity consolidation work in Sage Intacct?

Sage Intacct consolidates entities natively, using shared dimensions and automated inter-entity eliminations. Instead of exporting each entity and combining the books in a spreadsheet, you record transactions once, tagged by entity and dimension, and the system produces consolidated, entity-level, and inter-entity views on demand.

The design decisions are the entity tree, the shared dimension structure, and the elimination logic. Get those right and consolidation becomes automatic. Groups, MSOs, and multi-location organizations move to Sage Intacct largely for this capability.

What We Build

Consolidation capabilities

Entity structure

An entity tree designed for how ownership and reporting actually work.

Shared dimensions

Consistent dimensions across entities so reporting slices cleanly at every level.

Inter-entity transactions

Record cross-entity activity once and keep both sides in balance.

Automated eliminations

Eliminations handled by the system so the consolidated view is clean.

Currency translation

Multi-currency translation where the group operates across currencies.

Consolidated reporting

Group, entity, and inter-entity reporting from one source of truth.

Controls and audit trail

A clean audit trail across entities that stands up to review.

Shared-services allocations

Allocate management and shared costs across entities on a documented basis.

Get a $5,000 credit when you purchase Sage Intacct through Campbell Technology Advisors.

Get the $5,000 Sage Intacct Credit
Frequently Asked

Multi-Entity Consolidation FAQ

How does Sage Intacct handle multi-entity consolidation?

Sage Intacct consolidates entities with shared dimensions, inter-entity transactions, and automated eliminations. You get consolidated, entity-level, and inter-entity views from one system, with currency translation where needed. The books stop living in a spreadsheet merge.

What about inter-entity transactions and eliminations?

Sage Intacct records inter-entity transactions and handles eliminations so the consolidated view is clean. We design the entity structure and elimination logic so consolidation is automatic rather than a monthly manual adjustment.

Can we still see each entity on its own?

Yes. The same structure produces consolidated, entity-level, and inter-entity reporting. Leadership sees the group, and each entity owner sees their own results, from one source.

Do you handle management companies and MSOs?

Yes. Management companies, MSOs, and shared-services arrangements involve inter-entity flows and allocations that Sage Intacct handles well. See the MSOs industry page and Dynamic Allocations for the related patterns.

Next step

Next: Contact

Book a working session or reach the team at Campbell Technology Advisors.

Get in touch

Retire the spreadsheet consolidation

Bring your entity structure and the way you combine the books today. We will design the consolidation.

CPA-led consolidation design. Official Sage Intacct partner, reseller, and VAR.

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