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 holds
Dashboards
Main, Profitability, Asset and Debt Management, your Custom dashboards, and their email Schedule.
Pulse
Key Metrics, Cashflow Analysis, Receivables and Payables.
Reports
All Reports, Custom Reports, Column Sets, and the report email Schedule. Reports you mark as favourites are listed here too.
Forecast
Profit & Loss, Balance Sheet and Cashflow forecasts.
Budget
Profit & Loss, Balance Sheet and Cashflow budgets.
Insight Packages
Custom packages and their email Schedule.
Ownership & Equity
Ownership records, NCI, JV / Associate, and the NCI Report and JV / Associate Report.
Intercompany
Elimination Rules, Elimination Review, and one page for each intercompany type your group uses, for manual eliminations.
Adjustments
GAAP Journals, Consolidation Journals, and currency translation: Settings, CTA Report and CTA / FCTR.
Review
Comments, the Elim. & Journals Report (Journals Report for a single entity), and Month End Status.
Navigation Sections - Settings Mode
Organisation Settings apply to the organisation selected:
Section
What it holds
Organisation Details
Name, logo, presentation or functional currency, fiscal year start, reporting month and terminology.
User Deployment
Who can use the organisation, and in which role.
Chart of Accounts
The organisation’s own accounts.
Data Loading
Loading and reloading trial balances and other data, month by month.
Operational Data
Non-financial and other datasets, such as headcount or units sold.
Accounting Standard
The accounting standards enabled for the organisation.
Global Settings apply to the whole group:
Section
What it holds
Organisation Hierarchy
The group structure, and each entity’s connection.
Virtual Group
Reporting groups of entities from anywhere in the hierarchy.
Common COA
The group’s common chart of accounts.
Account Mapping
Mapping each entity’s accounts to the Common COA.
Exchange Rates
The rates used to translate foreign currencies.
Intercompany Types
The intercompany types your group uses.
Backup & Restore
Backups of your data, and restoring from them.
API Access
Keys for the REST API.
AI Access
Access for AI tools, such as Claude or ChatGPT.
Accounting Sync
When connected entities refresh from their accounting systems.
Custom KPI
Your own KPIs.
Text Placeholders
Reusable text with live figures, for Insight Packages.
Setup Progress
How far the group’s setup has come.
System Audit Trail
A log of changes made in the system.
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
Page title
The page you are on. To switch between the group and an entity, use the Organisation Selector at the top of the navigation bar.
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. On some pages, a comparison or currency picker sits beside it.
Right Side — Action Icons
Icon
What it does
Demo mode badge
Reads Demo mode · Convert to Real Data → while your subscription has demo companies. Click it to open Manage Demo. It does not appear once no demo company is left.
Convert to Consolidation badge
Appears while your first organisation is still a single entity. Click it to convert it into a consolidation group, enabling multi-entity management.
BrizoButler
An AI assistant you can ask about BrizoConsol and your data.
Search
Finds entities, accounts, reports and dashboards.
Guide
Shown on Organisation Hierarchy — opens a short guide to setting up a consolidation. The documentation is under Documentation in the User Menu.
User Menu
Displays an avatar with the first two letters of your name. 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 Organisation Selector and the Reporting Period work together. Set both to quickly compare a specific entity in a specific month.