Frequently asked questions

No. ConsoliView is a consolidation preparation aid, not an audit, a review, a compilation, an assurance engagement, or a GAAP-conformity opinion, and it is not a substitute for a licensed CPA or independent auditor. It helps you combine your QuickBooks entities and review intercompany eliminations before you finalize consolidated statements. Consolidation involves professional judgment, and any opinion on the financials remains the work of your CPA or auditor.

No. ConsoliView is read-only against QuickBooks Online and never writes back to any entity's books. It pulls each company's chart of accounts, trial balance, and ledger to build the consolidation; all eliminations, NCI, and consolidated totals live inside ConsoliView, not in QuickBooks.

ConsoliView detects candidate intercompany balances and transactions — due-to/due-from accounts, intercompany sales, management fees, and similar items — matches the two sides where it can, and recommends an elimination with a plain-English rationale. Nothing is eliminated automatically. You review and explicitly confirm or reject each candidate, and only confirmed eliminations affect the consolidated numbers. Every decision is recorded.

That is common, and ConsoliView is built for it. When the two sides of an intercompany relationship disagree — because of timing, FX, missing entries, or coding differences — ConsoliView flags the difference rather than silently forcing it to zero. You decide how to resolve it, so the elimination reflects your judgment rather than a hidden plug.

You configure each entity's ownership percentage and consolidation method. For partially owned subsidiaries, ConsoliView computes the non-controlling interest split on equity and earnings from those inputs. Full consolidation with NCI is included for every entitled account — there are no feature reductions. The consolidated statements are only as correct as the ownership inputs you provide.

ConsoliView connects to QuickBooks Online via Intuit's official OAuth flow, one connection per entity in the group. It reads each company's chart of accounts, trial balance, and general ledger. You can also upload off-book support such as ownership structures, intercompany mappings, and prior-period balances to strengthen the consolidation.

The connection to each entity is read-only, and your QuickBooks access and refresh tokens are encrypted at rest. ConsoliView requests only the access it needs to read your books and build the consolidation, and you can disconnect any entity at any time, which revokes that connection.

Amounts, intercompany matches, NCI, and consolidated totals are estimates derived from the data available to the tool, the chart mapping, the eliminations you confirm, and the ownership inputs you provide. Intercompany detection is heuristic and may surface false positives or miss items. Treat the output as a prepared consolidation to review with professional judgment, not as an assured or audited result.

ConsoliView produces consolidated Balance Sheet, Income Statement, and Cash Flow on screen, plus a workpaper package: a multi-tab Excel workbook and an indexed PDF documenting the chart mapping, the combination by entity, the eliminations column, NCI, and consolidated totals that tie. Every entitled account exports the full package — there are no watermarks or feature reductions.

There's no perpetual free tier. Every plan starts with a 14-day free trial — no credit card required — which gives you full Suite access (all 11 TechForCFO tools, up to 3 entities) while it's active, and there's a public live demo you can explore without signing up. When the trial ends, your account becomes read-only until you choose a plan: Starter at $49/mo, Suite at $199/mo, or Bookkeeping from $549/mo.

Starter ($49/mo, or $39/mo billed annually) unlocks any one TechForCFO tool with full features and one company. Because consolidation needs at least two entities, ConsoliView's plan is the Suite ($199/mo, or $159/mo annually): all 11 tools, up to 3 entities, full features across everything. Bookkeeping (from $549/mo, priced by monthly expense volume) is the Suite plus a dedicated bookkeeper. Every plan starts with a 14-day free trial, no credit card.

Your data is retained for as long as your account and its consolidation groups are active so you can revisit and re-export prior periods. You can delete a group or your account at any time, and disconnecting an entity's QuickBooks connection revokes ongoing access. Contact us if you need a specific retention arrangement.

Yes. Paid plans are month-to-month and you can cancel anytime; you keep access through the end of the current billing period. After it ends, your account becomes read-only — your data and prior consolidations still render, but writes, exports, and syncs are paused until you resubscribe. There are no long-term contracts.

No, but you do need accounting knowledge to interpret the output. ConsoliView is built for finance professionals — controllers, fractional CFOs, and group finance leads — preparing consolidated statements. Because intercompany detection is heuristic and consolidation involves judgment, you should involve a qualified accountant or CPA where appropriate.