Flexible financial reporting software

Orsta helps accountancy practices, fractional CFOs and in-house finance teams turn trial balances into structured financial reports.

Define your mappings, calculations and report structure once, then reuse them for management accounts and other recurring reporting workflows.

Import and map accounts

Upload CSV and Excel trial balances. For file uploads, identify the account code, account name and amount columns, then save the layout for later use.

Map ledger accounts to reporting headings. Reuse those mappings and review new accounts as they arise.

Build reusable reporting components

Create tables, key performance indicators and charts for the report you need. Reuse components across reports to keep calculations and presentation consistent.

Prepare and share reports

Select the reporting period, arrange the components and add commentary. Review the report, then export it to PDF for circulation or download its tables in Excel.

Who Orsta is for

• Accountancy practices preparing management accounts for clients.
• Fractional CFOs preparing regular financial reports for the businesses they support.
• In-house finance teams preparing reports for management.

Start with a free trial

Orsta is available with a 14-day free trial for one company. No payment method is required. File uploads are available now. Direct Xero and QuickBooks connections are planned. The first ChatGPT plugin submission will use Excel and CSV uploads.

Explore Orsta

• Management accounts software for accountants
• Reusable account mapping
• Management accounts report builder
• Connected reporting and planned AI workflows

Read the frequently asked questions or our guide to preparing management accounts from a trial balance.