Management accounts software for accountants
Orsta helps accountants prepare recurring management accounts for clients and their own organisations. It brings trial balance imports, account mapping, report building and exports into one repeatable workflow. Accountancy practices, fractional CFOs and in-house finance teams can use Orsta.
Keep recurring client work consistent
Upload CSV and Excel trial balances. Save file layouts where needed, then map ledger accounts to the headings used in the management accounts. Keep those mappings for later periods and review new accounts when they appear.
Build reports that can be reused
Create tables, key performance indicators and charts, then arrange them in a saved reporting template. Add commentary for the period and export the finished management accounts to PDF or their tables to Excel.
Support a repeatable monthly process
- Use saved file layouts and mappings instead of starting again each month.
- Keep reporting headings and presentation consistent between periods.
- Review new accounts and reporting changes before circulation.
- Prepare a saved report for each company and reporting period.
Built for connected reporting
Orsta is API-powered. The first ChatGPT plugin submission will use Excel and CSV uploads. Direct Xero and QuickBooks connections are planned separately.