Who Really Needs TreeBeam? (Spoiler: Probably You)
When accountants think about trial balances, month-end close, and consolidations, the first thing that comes to mind often isn’t efficiency. Instead, it’s the long nights, endless spreadsheets, and the nagging worry that one small formula error could derail the accuracy of the financials.
That’s why TreeBeam exists. But who really needs it? The short answer: if your team relies on trial balances, adjustments, and consolidations as part of the accounting closing process, TreeBeam was built for you.
Let’s break it down.
Accountants Closing the Books Every Month
If you’ve ever scrambled through a monthly closing process, you know how painful it can be to keep everything in order. From tracking accounting trial balances to making adjustments and preparing final financial statements in accounting, the process eats up far more time than it should.
TreeBeam streamlines the month end close process by providing a structured environment that organizes trial balances, keeps adjustments separate, and produces documentation you can trust. That means you spend less time cleaning up spreadsheets—and more time analyzing results.
Teams Managing Consolidated Accounts
For companies with multiple entities, properties, or business units, consolidated financial accounts are where things get complicated. Combining trial balances, eliminating intercompany entries, and producing accurate consolidated financial results usually requires manual work in Excel.
TreeBeam fills the gap by making it easy to group accounts, adjust entries, and generate consolidated financial statements without the risk of broken formulas or version confusion. Think of it as lightweight financial statement consolidation software—but built to complement the financials software you already use.
Finance Leaders Who Need Confidence in the Numbers
Controllers, CFOs, and accounting managers need financials that can withstand scrutiny. Whether it’s for investors, auditors, or internal stakeholders, your financial statements need to be accurate, consistent, and defensible.
TreeBeam provides a clean audit trail for every adjustment and every version of your trial balance. No more wondering which spreadsheet is the latest. No more uncertainty about what changed, when, and why. Instead, you get financial statements in accounting that you can present with confidence.
Accounting Teams That Depend on Excel (But Wish It Worked Better)
Let’s be real: accountants love Excel. It’s flexible, familiar, and powerful. But as a tool for closing books, it often becomes a bottleneck. Broken links, reformatting nightmares, and manual reconciliations slow everything down.
TreeBeam doesn’t try to replace Excel—it makes it smarter. Export your trial balance from your financials software (QuickBooks, NetSuite, Sage Intacct, Microsoft Dynamics, SAP Business One, Yardi, GreenSlate—just to name a few) and drop it into TreeBeam. You get structure, clarity, and validation without giving up the spreadsheet workflows you already know.
Companies Without an Enterprise System
Not every business has the budget—or the appetite—for big-ticket financial statement software or enterprise reporting tools. But that doesn’t mean you should settle for clunky spreadsheets when preparing consolidated financial reports or tracking adjustments during the accounting close.
TreeBeam is priced to be accessible, giving smaller teams access to the kind of structured workflow that was once only available to large corporations. It’s the missing middle ground between Excel and heavy, expensive systems.
In Other Words… Most Accountants
If you:
Struggle with the month end close process
Manage consolidated accounts across multiple entities
Need a cleaner way to organize accounting trial balances
Want reliable documentation for audits and stakeholders
Are tired of spending hours fixing spreadsheet errors
…then TreeBeam is built for you.
Final Thoughts: Why TreeBeam Works
TreeBeam wasn’t designed by software engineers who don’t understand accounting—it was created by accountants who lived the pain of messy closes and clunky spreadsheets. That’s why it works so well for the people who need it most.
Whether you’re a solo accountant, part of a lean finance team, or managing a complex portfolio of entities, TreeBeam helps you close the books faster, with fewer errors, and with more confidence.
So, who needs TreeBeam? If closing the books feels harder than it should—you do. Close with confidence - TreeBeam has you covered! Start today - https://www.treebeam.com or https://www.portal.treebeam.com.
