First Contact

Category · More than one business

Running more than one business?

Two companies and a trust, or a few trading names: each has its own file and its own subscription, and you still want to see how the whole group is doing. These tools put the numbers together for you.

See the group-report tools No sign-up. Nothing to buy from us.
A team working over printed charts and a laptop at a table
Photo: Vitaly Gariev on Unsplash

Sound familiar?

Owners asking recently

What we keep hearing: owners want one set of group numbers (profit, balance sheet and cash) across every business, with the money moving between them taken out. Every business is its own subscription in Xero and QuickBooks, so costs and logins add up. People end up in spreadsheets even after buying an add-on, and some are now trying AI connectors.

Group reports

One set of numbers for all your businesses. What each tool says about itself, from its own website or app listing.

dataSights

Owners comfortable with Excel, or with a bookkeeper to set it up

Australia Australia · Brisbane

Copies your Xero organisations into one database

  • Group reports with inter-company items taken out and other currencies converted
  • Reports run in Excel, Power BI, Google Sheets or Looker Studio
  • Every plan includes consolidation, unlimited users and reports, and AI Connect, which links your Xero organisations to Claude, ChatGPT or Copilot
  • Every action is logged, and you set what each user's AI can see and do, including whether it can post to Xero
  • Its own site says it's built for finance teams and BI developers
  • Rated 5.0 from 93 reviews on the Xero App Store
A$80 a month for up to 4 entities · A$130 for 5 to 10 · up to A$390 for up to 200 · 14-day trial, no cardVisit site → · Xero App Store →

Translucent #Multi-Entity

Owners with a small group on Xero or QuickBooks Online

Country not stated on its site

Combined reports that match what your businesses owe each other

  • A combined profit and loss, balance sheet and trial balance across your businesses
  • Matches the money your businesses owe each other
  • Works with Xero and QuickBooks Online
  • There's a free plan for a small group
Free plan · Pro A$99 / £49 / US$65 a month, billed yearly (double that if billed monthly) · 14-day trial, no cardVisit site → · Xero App Store →

Facts as shown on each tool's own site or app listing, checked 10 Oct 2026. dataSights prices are in A$, as on its consolidation page. Translucent lists the Pro price in each currency on its own pricing page.

Running them day to day

How your accounting software handles several businesses.

Before you choose

Questions owners asked

A customer paid our other company by mistake. How do we record it?

Keep the invoice; it's still a real sale. In the company that got the money, record it in an intercompany account as money owed to the selling company. In the selling company, mark the invoice paid against the matching intercompany account. Then either transfer the money back, or leave the balance and settle it with the next transfer between the two companies.

Asked by an owner on Reddit, Oct 2026.

Want a shortlist for your setup?

Tell us what you use now and what's getting in the way, and we'll reply with the tools that fit.

Free tools for this Email us

info@in2fpa.com

How we pick

First Contact is a small marketing team. We aren't paid by any tool on this page and these aren't endorsements. We list newer or niche tools that solve the problem owners are asking about, using only what each one says on its own site. We don't list the big names (Xero, QuickBooks and so on); you already know them.

Not accounting advice. Talk to your accountant or bookkeeper before you change how your group's books are kept.

Spotted something wrong, or want your tool listed? Email info@in2fpa.com.