Consolidated Close — Vermis Analytics
Core Monthly Offering

Your close is finished. Your consolidation isn't.

One set of group financials every month, without migrating off QuickBooks Online, QuickBooks Desktop, or SAP Business One.

Failure Analysis

What actually breaks in multi-entity books.

The failure in multi-entity reporting is never basic arithmetic. Three structural defects emerge as soon as entity count passes two:

01. Chart of Accounts Drift

Independent Account Numbering

Each entity's chart of accounts was set up independently and drifted apart over years. 'Professional Fees' in Entity 1 is 'Legal & Accounting' in Entity 2. Every month-end rollup is a manual mapping exercise redone from memory.

02. Asymmetric Intercompany

Remembering to Book Both Sides

Every intercompany transaction requires someone to remember to log into two separate files and book exact mirror entries. When one entry is missed or recorded under a different vendor name, the balance sheet fails to balance by a mystery figure.

03. Zero Audit Trail

Untraceable Excel Formulas

When an auditor, lender, or buyer asks how a consolidated line item was calculated, the controller has to trace through 40 linked tabs. One overwritten formula destroys the chain of custody.

Consolidation Architecture

How it works, in four steps.

One set of group financials every month, without migrating off QuickBooks Online, QuickBooks Desktop, or SAP Business One.

Step 01

Map the accounts once

Every entity's chart of accounts maps to one group structure. 'Prof. Fees' in Entity 1 and 'Legal & Consulting' in Entity 2 map to '7100 Professional Services'. The map sits above the files; the files don't change.

Step 02

Match intercompany automatically

Both sides of every transaction, across files. Where they don't tie, the output is a specific exception showing the two entries that disagree — not a lump sum difference to hunt down in Excel.

Step 03

Run eliminations, produce statements

Consolidated P&L, balance sheet, and cash flow with automated intercompany eliminations. Entity views alongside group view. Every figure drills directly to the source general ledger entry.

Step 04

Nothing changes on your side

The bookkeeper works the exact same way. The CPA keeps the exact same files. Zero software migration, zero retraining, zero operational disruption.

Consolidated Group Statement & Elimination Matrix
Period:October 2026 Close (Final)
Account StructureEntity 1 (Operating LLC)Entity 2 (Property HoldCo)Entity 3 (Mgmt Services)EliminationsConsolidated Total
4010 Commercial Revenue$1,420,500.00$380,000.00$0.00$1,800,500.00
4090 Intercompany Mgmt Fees+$85,000.00-$85,000.00$0.00
6010 Operating & Payroll Expenses($820,400.00)($115,200.00)($68,500.00)($1,004,100.00)
6090 Intercompany Mgmt Paid($60,000.00)($25,000.00)+$85,000.00$0.00
Net Operating Income (Group)$540,100.00$239,800.00$16,500.00$0.00 Net$796,400.00
Automated intercompany tie verification (100% matched across 3 QBO ledgers)Source drill-down active for all line items
Audit Integrity & Deterministic Code

How Vermis uses AI — and where we refuse to use it.

AI is used to map, read, and explain
  • ·Matching 'Prof. Fees' in one entity to 'Professional Services — Outside' in another.
  • ·Reading a commercial lease or insurance policy and turning it into a computational rule.
  • ·Writing the precise English or Spanish sentence that explains why a balance moved.
AI is NEVER used to calculate

Every number comes from deterministic code, reproducible on demand, with a full audit trail from output back to the originating general ledger entry.

Mathematical eliminations and rollups execute on pure, deterministic code without LLM hallucination risk.
"If your lender or auditor asks how a figure was derived, 'the model decided' is not an answer. You'll have the actual one."
Zero Risk Proof

We will consolidate two of your entity files for one month at zero charge.

See real output with your own chart of accounts and intercompany transactions before making any commitment. No system migrations, no software changes.