Who this guide is for: New BrizoConsol users who have just signed up and want a clear path from first login to running their first consolidated report. This guide walks you through your first week — in the right order, with links to detailed instructions at each step.

BrizoConsol is designed to get you running quickly. Most users complete core setup in under an hour and have their first consolidated report on the same day. This guide tells you exactly what to do and when.

🛈 Before you begin: Complete Sign Up & Log In and verify your account. If you have multiple entities, read the Consolidation Setup Guide first — it will identify your scenario and tell you exactly which entities to connect and in what order.

Day 1 — Connect Your Data

STEP 1 Connect your accounting system ~5 min

When you first log in, BrizoConsol presents three options:

Connect Xero / QuickBooks / MYOB / Zoho Books Recommended. Automatically imports your Chart of Accounts, 2 years of trial balances, and invoice data.
Upload via Excel / CSV For systems without a direct integration. Upload a formatted trial balance CSV file.
Use Demo Data Explore the full platform immediately with a pre-built group and 6 months of sample data — no real data needed.
💡 Tip: If you have multiple entities, connect your first one now. Add the rest after you set up the Organisation Hierarchy in Step 3.

See Connecting Your Accounting Software for full instructions.

STEP 2 Get familiar with the layout ~5 min

Once connected, explore the left navigation — this is how you access everything in BrizoConsol:

Dashboards4 default dashboards: Overview, P&L, Cash Flow, Balance Sheet. Drill down into any widget.
PulseReal-time health scores across Key Metrics, Cash Flow, Receivables, and Payables.
Reports21 built-in reports across P&L, Balance Sheet, Cash Flow, profitability, leverage, and more.
Insight PackagesAutomated PDF report packs delivered to management, owners, or clients on a schedule.
AdjustmentsIntercompany eliminations, journal entries, CTA, and NCI — all consolidation mechanics live here.
Organisation SettingsConfigure fiscal year, reporting currency, chart of accounts, users, and accounting standards.
Global SettingsOrganisation Hierarchy, Common COA, Account Mapping, Exchange Rates, Custom KPIs.

See Viewing Dashboards for a full tour.

Day 2 — Set Up Your Group Structure

STEP 3 Configure Organisation Details ~5 min

Go to Organisation Settings → Organisation Details. Verify and set:

  • Display Name — how your entity appears across reports and dashboards
  • Reporting Currency — the currency all reports are presented in
  • Fiscal Year Start Month — controls how annual periods are calculated
  • Reporting Month — the current period BrizoConsol reports against
  • Accounting Standards — if you report under multiple standards (e.g. Local GAAP + IFRS), enable them here

See Organisation Detail and Accounting Standards.

STEP 4 Set up the Organisation Hierarchy — multi-entity only ~10 min

Go to Global Settings → Organisation Hierarchy. This is the structural foundation of consolidation — it defines how entities roll up into group reports.

  • Select your group node in the tree, then click + Add Organisation to add each subsidiary
  • For sub-subsidiaries: select the intermediate parent entity first, then click + Add Organisation — the new entity will nest directly beneath it
  • Connect each entity to its accounting system using the Connection buttons in the right-hand panel
  • Click Save Changes when the structure looks correct
⚠️ If your group book contains consolidated results — do not connect it alongside the subsidiaries. This would double-count every figure. See Consolidation Setup Guide — Scenario C for the correct approach.

See Organisation Hierarchy and Adding a New Entity.

STEP 5 Build the Common Chart of Accounts and map accounts — multi-entity only ~15 min

The Common Chart of Accounts (CCOA) is the standardised account structure that all subsidiaries map to. Without it, subsidiary balances will not appear in consolidated reports.

  • Go to Global Settings → Common COA — use AI Suggest to automatically generate a CCOA from all connected entities' accounts (recommended)
  • Go to Global Settings → Account Mapping — select each subsidiary and click AI Auto-Map to match entity accounts to the CCOA automatically
  • Review AI suggestions and manually map or mark as Ignored any remaining accounts
  • Confirm the All accounts mapped status for each entity before running your first report

See Common Chart of Accounts and Account Mapping.

Day 3 — Invite Your Team & Run Your First Report

STEP 6 Invite your team ~5 min

Go to Organisation Settings → User Deployment to add team members. BrizoConsol has six roles — assign the most appropriate for each person:

AdministratorFull access to all settings and data
Report ViewerRead-only access to dashboards and reports
Dashboard AdminCan create and edit dashboards
Report AdminCan create and customise reports
Journals & Eliminations AdminCan post journal entries and elimination entries
Data Loading AdminCan upload trial balance data for manual entities

See User Deployment for full details.

STEP 7 Run your first consolidated report ~10 min

Go to Reports and open the Profit & Loss or Balance Sheet at the group level. This is your first consolidated view.

  • Use the Period selector to choose the reporting month or year
  • Click Show Entities to break the report down by subsidiary
  • Click into any account line to drill down and see how the number is built across entities
  • Use the period comparison selector to view Actual vs Last Year or Actual vs Forecast
  • Use the star icon to pin your most-used reports to the left navigation for quick access
💡 Tip: If figures look unexpected at the group level, check that all entities have been fully mapped in Account Mapping before investigating further.

See Viewing Reports and Built-in Reports in BrizoConsol.

STEP 8 Check your Pulse health scores ~5 min

Go to Pulse in the left navigation. Pulse gives you a real-time health check of the business across four pages:

Key MetricsYour most important KPIs — MTD, YTD, vs target, vs last year, with a spotlight flagging anything critical
Cash Flow AnalysisWaterfall chart of cash movements with a health score out of 100
ReceivablesCustomer aging with health scores — drill down to individual invoices (Xero / QuickBooks only)
PayablesSupplier breakdown with days outstanding and dependency scores
💡 Tip: Pulse health scores are most useful once targets are configured. Go to Key Metrics and click the edit icon to set KPI targets and adjust health score weightings.

See Viewing Pulse Metrics.

Day 4–5 — Eliminations & Automated Delivery

STEP 9 Configure intercompany eliminations — multi-entity only ~15 min

If entities trade with each other — intercompany loans, management fees, intra-group sales — you need to eliminate those balances during consolidation. Go to Adjustments → Auto Elimination.

Auto Elimination Set up rules once — they run automatically every period. Three methods: From Organisation only, Both Organisations (posts automatically), or Validate only (no auto posting). Best for recurring transactions with consistent account codes.
Elimination Entries Post one-off elimination entries manually. Use for non-recurring transactions or where account structures differ between entities.
💡 Tip: Set up Auto Elimination rules as early as possible. Once configured, they remove the most repetitive task in your month-end close — automatically, every period.

See Auto Eliminations and Elimination Entries.

STEP 10 Create and schedule your first Insight Package ~10 min

An Insight Package bundles your dashboards and reports into a single professional PDF and delivers it automatically to management, owners, or clients on a schedule — daily, weekly, or monthly.

  • Go to Insight Packages from the left navigation
  • Click New Package and choose which dashboards and reports to include
  • Set the audience — recipients do not need a BrizoConsol account
  • Set a delivery schedule (frequency, day, format)
  • Save — the package will generate and deliver automatically on schedule
💡 Tip: Once your first Insight Package is scheduled, management receives up-to-date reports every month without any manual preparation on your part.

See Viewing Insight Packages and Creating & Configuring an Insight Package.

End of Week — Setup Checklist

Use this checklist to confirm your BrizoConsol setup is complete before your first month-end close.

First Week Checklist
Account verified and logged in Step 1
First entity connected to accounting system Step 1
Organisation Details configured — currency, fiscal year, reporting month Step 3
Organisation Hierarchy set up with all entities connected Step 4 — multi-entity only
Common COA created and all entity accounts mapped Step 5 — multi-entity only
Team members invited with correct roles Step 6
First consolidated P&L and Balance Sheet reviewed Step 7
Pulse Key Metrics reviewed and KPI targets set Step 8
Auto Elimination rules configured for recurring intercompany transactions Step 9 — multi-entity only
First Insight Package created and scheduled for automated delivery Step 10
🌟 You're ready. Once this checklist is complete, BrizoConsol handles data sync, consolidation, and reporting automatically. Your next month-end close will be significantly faster than the last.

What to Explore Next

Virtual Groups Create segment or regional views without changing your legal entity structure. Virtual Groups
Custom Dashboards Build dashboards tailored for specific audiences — board members, department managers, or clients. Customizing Dashboards
Period Comparisons Compare Actual vs Last Year, Actual vs Forecast, or custom period combinations in any report. Comparing Periods
Custom KPIs Build your own KPI formulas and adjust Pulse health score weightings to match your priorities. Customising Pulse KPIs
CTA & Accounting Standards Configure foreign currency translation and multi-standard reporting if your group needs them. CTA · Accounting Standards