Power Up Your Xero Workflow: How TreeBeam Simplifies Trial Balances and Consolidated Financials
Why TreeBeam Is the Perfect Add-On for Xero Users Managing Trial Balances and Consolidated Financials
For accountants and finance professionals who rely on Xero for day-to-day bookkeeping and transactional work, there’s no denying the software’s ease of use and clean interface. But when it comes to trial balance management, financial statement consolidation, or the often-tedious accounting close process, even a great tool like Xero can fall short.
That’s where TreeBeam shines. Purpose-built to manage accounting trial balances, adjusting journal entries, and consolidated financial statements, TreeBeam works alongside your GL system—not as a replacement, but as the perfect complement. Whether you're working through a month end close or preparing consolidated financial reports across multiple entities, TreeBeam offers the structure and efficiency Xero users need to close with confidence.
Bridging the Gap Between Xero and Trial Balance Complexity
Xero is widely appreciated for its user-friendly interface and real-time visibility into financial accounts. But as many accountants know, the platform can feel limited when you're dealing with more complex workflows like:
Managing multiple trial balances
Tracking entries across multiple sets of books (tax vs. book)
Preparing consolidated financial accounts
Creating an export-ready audit trail for external review
TreeBeam fills these gaps with a lightweight, intuitive platform designed for accountants who need more control over their accounting workflows—without losing the flexibility of Excel or the core functions of Xero.
Streamlining the Monthly Closing Process
The monthly closing process is a time-intensive task that requires precision and organization. While Xero can support you in maintaining the general ledger, TreeBeam steps in to handle the nuances of the accounting closing process, including:
Cleanly importing your trial balance data from Excel or Xero exports
Categorizing and tagging adjusting journal entries by purpose (e.g., audit, tax, book)
Creating a structured trial balance that’s built for reviews and audits
Exporting clean, tailored data for reporting or compliance
This level of granularity helps accounting teams stay organized throughout the month end close, reducing reliance on scattered spreadsheets or overly complex templates.
Consolidate With Confidence
One of the biggest challenges for accountants using Xero is managing consolidated financial accounts across multiple entities. Since Xero does not natively support financial statement consolidation, users are often forced to use Excel or patch together solutions to produce consolidated financial results.
TreeBeam solves this with built-in support for combining trial balances and applying consolidating journal entries—all within one structured environment. That means:
No need to duplicate spreadsheets
Easy elimination of intercompany transactions
Clear separation of entity-level vs. consolidated data
TreeBeam makes financial statement consolidation software simple, accessible, and accurate—especially for firms managing multiple clients or subsidiaries.
Purpose-Built for Trial Balances
TreeBeam isn't general financials software—it's focused. If you're pulling a trial balance from Xero, you can import it directly into TreeBeam and begin organizing, adjusting, and reviewing instantly. Each column in TreeBeam can be tagged (e.g., book, audit, tax), and each line item can include notes, references, or links to documentation. This level of structure is hard to replicate in Excel without introducing manual errors.
When you're done? Export clean trial balances or adjustment reports back to Excel to finalize your financial statements in accounting or share with auditors.
Affordable, Accessible, and Designed for Accountants
At just $24.99/month, TreeBeam is designed to fit into any accountant’s toolkit—whether you're a solo practitioner handling one entity or a controller juggling dozens. It plays well with both QuickBooks and Xero, as well as Excel, so you’re not locked into any single system.
TreeBeam supports:
Account groupings and subtotals
Entity-level segmentation
Easy column-based tracking of adjustments
Accurate exports to help you close books faster
It’s a flexible, accountant-friendly tool that saves time during the accounting close, eliminates duplication, and ensures audit-ready results.
Final Thoughts
If you use Xero and often find yourself creating elaborate spreadsheets just to manage your trial balance or produce consolidated financial statements, TreeBeam is the add-on you’ve been waiting for.
Instead of reinventing your system, TreeBeam enhances it—giving you more control over your monthly closing process, improving accuracy, and speeding up every part of the accounting closing process.
Explore how TreeBeam works with Xero and start your free trial today: https://portal.treebeam.com
