Consolidate different charts of accounts with auto-mapping

Different entities rarely arrive with identical charts of accounts. One might use “Consulting income”, another “Professional services”, and a third a completely different account code for the same activity.

xpnAi now helps you consolidate across those differences with a shared reporting hierarchy and auto-mapping. Bring accounts into a common reporting structure without having to standardise every source chart in Xero first.

Align in Xero or keep the changes in xpnAi

xpnAi can also help you align the charts of accounts in your Xero organisations, proposing changes to account codes and names for you to review and approve.

If you prefer to leave those charts alone, you can. Keep each organisation's existing accounts in Xero and align them for reporting in xpnAi instead. Your local teams can continue using their familiar charts while you report across the group with a common structure.

Map once, report together

Map each organisation's accounts to the appropriate accounts in your group hierarchy. Your reports can then bring equivalent activity together, even when the source codes and names differ.

Use Automap to review unmapped P&L or balance sheet accounts. It considers account codes, names, types and reporting information alongside your existing hierarchy. It can suggest mappings to existing accounts or create accounts under a suitable group. Uncertain matches stay unmapped for your review.

Build a hierarchy around your reporting needs

You can also build your own reporting hierarchies, grouping accounts to show measures such as gross margin and EBITDA. Organise revenue, direct costs and operating expenses around the way you manage the business, with the detail beneath each group available to explore.

These reporting structures live in xpnAi, so you can shape your management reports without changing the underlying charts in Xero.

Keep control of the result

Review the proposed mappings, then save the hierarchy or discard the changes. Auto-mapping does not update the source accounts in Xero or overwrite existing mappings.

Open Connections > Xero > Reference Data in xpnAi to work with your account hierarchy. See the reference data guide for the mapping controls and review process.

For more ways to work across your entities, explore xpnAi's consolidation capabilities.