What this tutorial covers: How to build your group structure in BrizoConsol from scratch — creating your holding entity, adding subsidiaries, nesting sub-subsidiaries, and understanding the difference between groups and entities. By the end, your hierarchy will be set up and ready for account mapping and consolidation.
Your group structure is the foundation of everything in BrizoConsol. It tells the system who owns whom, at what percentage, and how consolidation flows from subsidiary to parent. Getting this right before connecting data sources saves significant rework later.
Before You Start
Have the following ready before building your hierarchy:
What you need
Why
List of all entities
Every legal entity in the group — holding company, subsidiaries, sub-subsidiaries
Ownership percentages
The parent's ownership % in each subsidiary — used to calculate NCI automatically
Reporting currency per entity
The functional currency each entity reports in — required for multi-currency translation
Acquisition dates (if applicable)
Needed for NCI and goodwill calculations if subsidiaries were acquired mid-year
Step 1 — Access the Organisation Hierarchy
Go to Global Settings → Organisation Hierarchy from the left navigation. You will see a visual tree — your top-level group at the root, with entities arranged beneath it. If this is a brand-new account, the tree will show only the demo organisation or be empty.
Step 2 — Understand the Building Blocks
BrizoConsol uses two types of nodes in the hierarchy:
Node type
What it is
Entity
A legal company that holds financial data. Connected to an accounting system (Xero, QuickBooks, MYOB, Zoho Books) or loaded via Excel/CSV. This is where real numbers come from.
Group
A structural container — no financial data of its own. Used to organise entities for reporting purposes (by region, sector, or ownership tier). Aggregates all entities beneath it.
💡 Rule of thumb: Use an Entity for every real legal company. Use a Group only when you need a reporting container that is not itself a legal entity — for example, "APAC Operations" grouping several subsidiaries by region.
Step 3 — Add Your Holding Entity
Start at the top of the structure. Your holding company or parent entity sits at the root of the tree.
1
Click + Add OrganisationThis creates the first entity node at the root level of the tree.
2
Click the new node and complete the right panelSet the Display Name (as it will appear in reports), Currency (the entity's functional currency), and Parent Group if applicable. Leave the data source for now — you will connect it in the next tutorial.
3
Click Save ChangesThe entity is saved. It will show an UNCONNECTED badge until a data source is connected — this is expected at this stage.
Step 4 — Add Subsidiaries
Each subsidiary is added as an entity nested under its parent. Repeat this for every subsidiary in the group.
1
Select the parent entity in the treeClick the holding entity you just created. The + Add Organisation button becomes active.
2
Click + Add OrganisationA new entity node is created, nested under the selected parent — reflecting the ownership relationship.
3
Set Display Name, Currency, and Ownership %Enter the subsidiary's name and currency. Set the Ownership % — for example, 80% if the parent owns 80% of the subsidiary. BrizoConsol uses this to calculate NCI (the 20% not owned by the parent) automatically.
4
Click Save Changes and repeat for each subsidiaryAdd all direct subsidiaries before moving to sub-subsidiaries.
💡 100% ownership: If the parent owns 100% of the subsidiary, set Ownership % to 100. No NCI will be calculated. BrizoConsol only generates NCI entries where ownership is below 100%.
Step 5 — Add Sub-Subsidiaries (if applicable)
If a subsidiary itself owns another company, nest the sub-subsidiary under it — not under the top-level holding entity. This is how BrizoConsol cascades ownership percentages correctly through multiple tiers.
Example:
HoldCo SG (100%)
↳ OpCo Australia (80%)
↳ OpCo New Zealand (75%)
↳ OpCo Malaysia (100%)
OpCo New Zealand is selected under OpCo Australia, not under HoldCo SG. BrizoConsol then calculates the effective ownership of NZ at the group level correctly (80% × 75% = 60% effective).
To add a sub-subsidiary, select the subsidiary entity in the tree, click + Add Organisation, and follow the same steps as adding a subsidiary.
Step 6 — Add Groups (optional)
If you need to organise entities for reporting without adding a legal entity node, use a Group. Common uses: regional groupings (APAC, EMEA), product line groupings, or brand groupings.
1
Click + Add GroupA new group node appears in the tree — always available regardless of what is selected.
2
Name the group and drag it into positionDrag the group to the correct level in the tree, then drag the relevant entities into it.
3
Click Save ChangesThe group and its entities are saved in their new positions.
Step 7 — Review and Confirm
Before moving on, verify your hierarchy is correct:
Checklist
☐Every legal entity in the group has a node in the tree
☐Ownership percentages are set correctly on each subsidiary
☐Sub-subsidiaries are nested under their direct parent, not the top-level holding entity
☐Each entity has the correct functional currency assigned
☐Entity count shown in the top-right of the tree matches your expected number of entities
💡 You can rearrange at any time: Drag and drop nodes in the tree to restructure. BrizoConsol recalculates ownership and NCI based on the updated structure. Click Save Changes after any rearrangement.
What Happens Next
With your group structure in place, the next steps in the onboarding flow are:
Step
What it covers
2
Connect Data Sources
Link each entity to its accounting system or upload trial balances via Excel/CSV
3
Map the Chart of Accounts
Map each entity's accounts to the Common Chart of Accounts using AI-assisted mapping
4
Review Consolidated Output
View your first consolidated P&L, Balance Sheet, and Cash Flow
