Account mapping for management accounts

Orsta account mapping helps turn a detailed trial balance into the reporting structure used in your management accounts.

Group accounts under clear reporting headings

Map ledger accounts to the headings that readers expect. Several sales accounts can form one turnover line, while rent, rates and utilities can sit under premises costs.

Reuse mappings in later periods

Keep saved mappings for future imports. When the next trial balance arrives, focus on new or changed accounts instead of classifying the full ledger again.

Review before you report

Check unmapped accounts before preparing the final report. Save your mapping changes, then use the updated reporting structure in tables, KPIs and charts.

Part of one reporting workflow

Your mappings connect ledger accounts to the tables, KPIs and charts in your reports. They work with CSV and Excel uploads. The first ChatGPT plugin submission will use the same mappings. Direct accounting connections are planned.