The GL Systems That Pair Perfectly with TreeBeam
Accounting teams are under increasing pressure to produce faster closes, more accurate financial statements, and audit-ready records—without increasing headcount or complexity. While many teams have adopted powerful financials software to manage day-to-day transactions, the month end close still too often falls back on spreadsheets, workarounds, and manual adjustments.
This is where TreeBeam comes in.
TreeBeam is a lightweight, GL-agnostic tool that fills a crucial gap between your accounting trial balances and final reports. If you use a major general ledger platform but still export to Excel to finish the accounting close, you’re not alone—and you’re exactly who TreeBeam is built for.
Here’s how TreeBeam enhances the accounting workflows of some of the most popular GL systems on the market today:
1. Microsoft Dynamics 365 Business Central
Why it needs TreeBeam:
While Dynamics 365 is powerful for financial management and ERP functions, its close and consolidation features often require customization or add-ons. Month-end users still find themselves exporting trial balances and making adjustments in Excel.
How TreeBeam helps:
TreeBeam adds structure to these exported trial balances, giving accounting teams a clear way to track adjustments (book, tax, audit), group accounts, and finalize consolidated financial statements—without relying on fragile spreadsheets.
2. Oracle NetSuite
Why it needs TreeBeam:
NetSuite is robust, but its native financial close workflows often don’t meet the practical needs of accountants working across multiple entities or regions. Adjusting journal entries, consolidation logic, and reporting formats can be cumbersome.
How TreeBeam helps:
TreeBeam simplifies the last mile of the monthly closing process. Instead of struggling with NetSuite’s reporting limitations, users can export their trial balance, manage adjustments, and prepare cleaner consolidated financial reports with less risk and more control.
3. SAP Business One
Why it needs TreeBeam:
SAP Business One supports small to midsize enterprises well, but lacks dedicated tools for trial balance adjustment tracking or easy multi-entity consolidation.
How TreeBeam helps:
TreeBeam is a natural companion to SAP users who rely on Excel for the final stretch of the accounting closing process. It reduces the time spent reformatting, grouping, and adjusting trial balances, all while maintaining an audit trail.
4. Deltek Vision / Vantagepoint
Why it needs TreeBeam:
Deltek is widely used in project-based businesses like architecture and engineering. While it excels in job costing and project billing, many users find its financial reporting workflows limiting when preparing consolidated or audit-ready financial statements.
How TreeBeam helps:
TreeBeam gives Deltek users a clean, intuitive workspace to align their accounting trial balances and close activities across entities or departments, ultimately supporting faster and cleaner financial reporting without needing to build custom Excel templates.
5. Blackbaud Financial Edge NXT
Why it needs TreeBeam:
Blackbaud is a go-to for nonprofit accounting, but managing financial accounts across multiple programs or funds can become tedious—especially when needing to isolate audit, donor-specific, or tax adjustments.
How TreeBeam helps:
TreeBeam allows nonprofit finance teams to upload their trial balances, track purpose-specific adjustments, and prepare segmented financial statements in accounting workflows—supporting grant compliance, audits, and board reporting all in one place.
TreeBeam Complements, Not Replaces
TreeBeam isn’t a replacement for your GL or ERP. It’s an overlay that fills a key gap: managing and structuring the trial balance and related workflows that still require manual effort, even with the most sophisticated financial statement software.
Whether you're:
Making year-end or quarterly adjustments
Managing consolidated financial accounts across subsidiaries
Preparing for an audit
Cleaning up formatting for financial statement consolidation software
TreeBeam provides a structured, spreadsheet-friendly tool to get it done faster—with fewer errors and more transparency.
Final Thoughts: Built for Accountants, Designed for Clarity
TreeBeam’s strength lies in its simplicity. For accountants who are tired of bloated enterprise tools but still need more than what spreadsheets or native GL platforms can offer, TreeBeam delivers clarity and control during the most crucial part of the accounting close.
So if your current monthly closing process relies on manual workarounds, version-juggling, or complex Excel gymnastics, consider this your sign—it’s time to upgrade your close, without overhauling your stack.
Start today at https://portal.treebeam.com, or learn more at https://www.treebeam.com . Close with confidence, TreeBeam has you covered!
