Streamline Your Multiview ERP Close with TreeBeam

When you’re closing the books in Multiview ERP, precision matters — but so does time. For accounting teams managing complex entities, consolidations, or recurring adjustments, the month-end process can start to feel more like a spreadsheet maze than a streamlined close.

That’s where TreeBeam steps in.

TreeBeam is a trial balance management and financial statement software built by accountants, for accountants. It helps finance teams organize, adjust, and consolidate trial balances across any GL system — including Multiview ERP — so you can focus less on manual cleanup and more on confident reporting.

Let’s explore how pairing Multiview ERP with TreeBeam can transform your accounting close process from chaotic to controlled.

The Month-End Challenge in Multiview ERP

Multiview ERP gives organizations powerful visibility into their financial data. It’s flexible, scalable, and ideal for industries like healthcare, nonprofits, and financial services — all of which demand accurate, audit-ready financial statements.

But for all its strengths, many users still face familiar month-end hurdles:

• Juggling multiple entities or departments with intercompany activity.

• Exporting trial balances to spreadsheets for mapping, adjustments, and eliminations.

• Version control headaches when multiple people are updating closing workbooks.

• Manual reconciliations that delay the delivery of consolidated reports.

Sound familiar? You’re not alone.

Even the best ERP can’t do it all — especially when it comes to the highly nuanced, accountant-driven process of preparing, adjusting, and finalizing consolidated financials.

Enter TreeBeam: Simplifying Trial Balance Management

TreeBeam is built to do one thing extremely well: simplify the way accountants manage trial balances and consolidations.

Instead of downloading and reformatting data from Multiview ERP every month, TreeBeam gives you a clear, structured workspace to import, organize, and adjust your trial balances — without breaking your workflow.

Here’s how it helps:

🧩 Seamless Trial Balance Imports

Easily import trial balance data from Multiview ERP into TreeBeam with just a few clicks. No reformatting, no complex templates — just clean, mapped data ready for review.

🧾 Effortless Adjustments and Reclassifications

Need to post an adjusting or reclassifying entry? Do it right inside TreeBeam. Every change is tracked, documented, and auditable, so you can say goodbye to messy spreadsheet tabs.

📊 Consolidate with Confidence

TreeBeam makes it easy to combine multiple entities, departments, or funds into one clean set of consolidated financials. You can eliminate intercompany activity, review consolidated trial balances, and export financial statements directly — all from one intuitive platform.

✅ Controlled, Repeatable Processes

Because TreeBeam organizes your data by period and entity, you get consistency from month to month. No more starting from scratch every close. Just open your workspace, update your imports, and you’re ready to go.

Why Multiview ERP + TreeBeam Is a Powerful Combo

When Multiview ERP and TreeBeam work together, accountants get the best of both worlds — a strong ERP foundation with a purpose-built close management layer.

With this combination, your accounting close process becomes:

• Faster, because you spend less time reformatting data or tracking versions.

• More accurate, because every adjustment and consolidation is documented and traceable.

• More transparent, with clear reporting and a full audit trail for every period.

• Easier to manage, even when you’re dealing with multiple entities or complex consolidations.

TreeBeam complements your Multiview ERP setup without replacing it — it’s the missing piece that brings structure and clarity to your month-end close.

Take Control of Your Next Close

If you’re managing your Multiview ERP trial balances and consolidations in spreadsheets today, you already know how much time and risk that adds to your close. TreeBeam can help you move beyond that.

With TreeBeam, your financial statement preparation becomes faster, smoother, and more controlled — so you can deliver accurate results with less stress every month.

Learn how TreeBeam can simplify your next Multiview ERP close at https://www.treebeam.com. Close with confidence - TreeBeam has you covered!