What this article covers: A tour of the BrizoConsol interface — the left navigation bar and the top toolbar — so you know where everything is and what each control does.
1. The Left Navigation Bar
The left navigation bar is your primary way to move between sections of BrizoConsol. It is always visible on the left side of the screen.
Organisation Selector
At the very top of the navigation bar is the Organisation Selector. This shows the name of the group or entity you are currently working in, for example Demo Group. Click it to switch between groups or organisations if you have access to more than one.
Navigation Sections - Workspace Mode
Section
What it does
Dashboards
Access your financial dashboards — Main, Profitability, Asset, and Debt Management. Click the arrow to expand and switch between dashboards.
Pulse
Real-time business health monitoring. Expands to reveal Key Metrics, Cashflow Analysis, Receivables, and Payables.
Reports
View and customise your financial reports — P&L, Balance Sheet, Cash Flow, and more.
Forecast
Access forecast data and compare actuals against projected figures.
Budget
View and manage budget data for your entities and group.
Insight Packages
Create and view scheduled report packages delivered automatically by email.
Adjustments
Post journal entries, elimination entries, and manage consolidation adjustments such as CTA and NCI.
Review
Review comments, journal and elimination entries, and month end status before finalisation.
Navigation Sections - Settings Mode
SectionWhat it does
Organisation DetailsMaintain organisation information including company details and reporting settings.
User DeploymentManage users, permissions, roles, and access rights within the organisation.
Accounting StandardConfigure accounting standards and reporting frameworks used by the organisation.
Organisation HierarchyDefine and manage the group structure and relationships between entities.
Virtual GroupCreate and manage virtual reporting groups without changing the legal entity structure.
Common COAMaintain the standard Chart of Accounts used across the group.
Account MappingMap source system accounts to reporting accounts for consolidation and reporting purposes.
Exchange RatesConfigure and maintain foreign currency exchange rates used for consolidation.
Intercompany RulesDefine rules for identifying, matching, and eliminating intercompany transactions.
Custom KPICreate and manage organisation-specific KPIs and performance metrics.
Setup Track completion status of system setup and onboarding tasks.
System Audit TrailReview detailed logs of system activities, data changes, and audit history.
Collapsing the Navigation Bar
Click the collapse arrow at the bottom-left of the navigation bar to hide it and maximise your workspace. Click it again to expand the bar.
2. The Top Toolbar
The top toolbar runs across the top of every screen. It contains context controls and quick-access actions relevant to what you are currently viewing.
Left Side — Context Controls
Control
What it does
Entity / Group Selector
Switches the current view between your consolidated group and individual entities. Click the dropdown to select a specific entity or return to the group-level view.
Reporting Period
Sets the active reporting period for the entire screen — dashboards, reports, and Pulse all update to reflect the selected month. Click to open the date picker and change the period.
Right Side — Action Icons
Icon
What it does
DEMO badge
Indicates you are viewing a demo organisation with sample data. This badge does not appear on live organisations.
Convert to Consolidation badge
Only appears when you have created your first entity. Click it to convert your single entity into a consolidation group, enabling multi-entity management.
BrizoButler
An AI assistant that answers questions about the system or your financial data from the past 12 months.
Help
Opens the BrizoConsol help documentation and support resources.
User Menu
Displays your account initials. Click to access your profile settings, manage your account, or log out.
3. Tips
Tip: Use the Reporting Period selector in the top toolbar to quickly step through months — all charts and figures on screen update instantly.
Tip: Collapse the left navigation bar when presenting dashboards on screen — it gives you more room to display charts clearly.
Tip: The Entity / Group Selector and the Reporting Period work together. Set both to quickly compare a specific entity in a specific month.