How TreeBeam Bridges the Gap Between Spreadsheets and Enterprise Systems

If you ask most accountants what tool they rely on most, the answer isn’t always their ERP—it’s spreadsheets.

Despite advances in financials software, many teams still turn to Excel or Google Sheets to finish their month end close process, manage accounting trial balances, and prepare consolidated financial reports. Why? Because spreadsheets offer flexibility that enterprise systems often lack.

But as businesses grow, so do the risks of managing critical financial data outside your system of record. That’s where TreeBeam comes in—bridging the gap between spreadsheets and enterprise systems to help accountants close faster, cleaner, and more confidently.

The Spreadsheet Problem

Spreadsheets are great—until they aren’t. They make it easy to adjust entries, build ad hoc reports, and customize your workflow. But when it comes to accuracy, collaboration, and efficiency, things can quickly get out of hand.

Version control issues, manual errors, and endless email chains can turn a simple monthly closing process into a source of frustration. Even the best accounting teams can spend hours tracking down discrepancies or reconciling differences between tabs.

Meanwhile, your ERP—whether it’s NetSuite, Business Central, SAP Business One, or Multiview ERP—is designed for structured data and real-time reporting. But it’s not built for the nuanced work accountants do every day: adjusting trial balances, combining consolidated financial accounts, and finalizing financial statements across entities.

TreeBeam: The Best of Both Worlds

TreeBeam sits comfortably between your spreadsheets and your ERP system. It’s not here to replace either—it’s here to connect them.

With TreeBeam, accountants can:

• Import trial balances directly from multiple ERP or GL systems

• Make adjusting entries quickly and clearly—without overwriting original data

• Create consolidated financial statements automatically, with a clear audit trail

• Export clean results back into your ERP or reporting tools

TreeBeam gives teams the control and flexibility of a spreadsheet with the structure and dependability of enterprise-grade software. It’s purpose-built to simplify the accounting closing process—especially for organizations juggling consolidated accounts or multiple entities.

Why Accountants Love It

TreeBeam was built by accountants, for accountants. Every feature reflects real-world challenges:

• Speed without chaos: Streamline your month end close without losing visibility.

• Accuracy without double work: Centralize your financial accounts and adjustments in one place.

• Simplicity without compromise: No IT tickets, no complex setups—just easy, intuitive workflows.

Whether you’re producing consolidated financial statements, managing financial statement software, or trying to modernize your accounting workflows, TreeBeam makes the process feel seamless.

It’s particularly useful for growing firms—companies that have outgrown spreadsheets but aren’t ready to invest in a massive, rigid consolidation platform. TreeBeam fills that middle space, allowing your ERP and your team to stay in sync.

A Smarter Way to Close the Books

Think of TreeBeam as your bridge between flexibility and control. It lets you keep the parts of your process that work—the quick adjustments, the custom views, the accountant’s intuition—while eliminating the inefficiencies that slow you down.

The result? A month end close process that’s faster, more consistent, and more reliable.

You can focus on insights and analysis instead of wrangling spreadsheets or reconciling errors. And because TreeBeam integrates easily with your financial statement consolidation software, it grows with you—whether you’re managing one entity or twenty.

Bridging Your Gap Starts Here

If your team is stuck between the flexibility of spreadsheets and the structure of your ERP, TreeBeam offers the balance you’ve been looking for.

It’s time to move beyond spreadsheet chaos and experience a smoother, smarter close.

➡️ See how TreeBeam bridges the gap between spreadsheets and enterprise systems at https://www.treebeam.com. Close with confidence - TreeBeam has you covered!