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Consolidation Checklist: The Most Important Criteria When Choosing Consolidation Software

What does my consolidation software need to do? What are the critical features I should look for? Which features are essential, and which are just nice to have? What are…

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Consolidation Checklist: The Most Important Criteria When Choosing Consolidation Software

Consolidation Checklist: The Most Important Criteria When Choosing Consolidation Software

What does my consolidation software need to do? What are the critical features I should look for? Which features are essential, and which are just nice to have? What are you using to consolidate your accounts today? What other options should you consider? These are just some of the questions to ask when beginning the process of choosing consolidation software. Download this handy consolidation software checklist as a starting point to help you assess the strengths and weaknesses of your current tool, or to inform your thoughts as you start your selection process for a new tool. Download the checklist to discover the questions you need to ask across eight key areas:

  • Fields of application

  • General requirements

  • Master data management

  • Data reporting and validation

  • Scope of consolidation functionality

  • Analysis and reporting

  • Process support and application ease of use

  • Audit and compliance


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