Finance & Accounting
Complete Financial Intelligence
From Xero-synced financial reports and AI-powered bookkeeping to multi-entity consolidation and deferred revenue management. Jigsol gives you real-time financial visibility, intelligent automation, and the reporting depth your business demands.
The Finance Visibility Gap
Most hospitality and multi-site businesses struggle with fragmented financial data, manual reporting, and zero real-time insight into performance across entities.
Common pain points:
- Reports buried in spreadsheets with no fiscal period flexibility
- No consolidated view across multiple entities or locations
- Manual invoice coding that wastes hours every week
- Deferred revenue tracked in spreadsheets, if at all
- KPIs calculated by hand with no trend analysis
- Bank reconciliation disconnected from your accounting system
Xero-Synced Financial Reports
36 months of historical data synced from Xero, with live query and snapshot endpoints for every report
Profit & Loss
Full P&L reporting with configurable fiscal period picker and period-over-period comparison
- Fiscal period picker (monthly, 4-4-5, 4-5-4, 5-4-4, 13-period)
- Period comparison and variance analysis
- AI-powered variance narratives
- Budget vs actual tracking
Balance Sheet & Trial Balance
Complete balance sheet and trial balance reports with the same fiscal period flexibility
- Balance sheet by fiscal period
- Trial balance with account drill-down
- 36 months of synced history
- Live query and snapshot modes
Bank Summary
Opening and closing balances with cash flow visibility across all connected bank accounts
- Opening and closing balances per period
- Cash flow analysis
- Multi-account overview
- Period-over-period movement
AI P&L Analysis
Let AI analyse your financials and generate plain-English variance narratives and insights
- AI-generated variance explanations
- Period-over-period analysis
- Budget vs actual variance narratives
- Configurable variance thresholds
Financial KPIs & Fiscal Periods
Track the Metrics That Matter
Six predefined financial KPIs out of the box, plus a formula builder for creating custom metrics tailored to your business. Calculate across any fiscal period.
Predefined KPIs
Gross Margin %, Net Profit %, Operating Margin %, Cost of Sales %, Overhead Ratio, and Current Ratio -- ready to use immediately
Custom KPI Builder
Build your own KPIs with a formula AST engine -- the same powerful formula builder used in rota KPI configuration
Configurable Fiscal Periods
Choose from monthly, 4-4-5, 4-5-4, 5-4-4, or 13-period cycles. Auto-generate periods from your config and preview before saving
Category Grouping
Group chart of accounts into custom categories for more meaningful reporting. Section filters are automatically derived from account types
Multi-Entity Consolidation
Bureau and group-level financial reporting across all your entities in a single view
Consolidated Reports
Group-level Profit & Loss, Balance Sheet, and Bank Summary across every entity
- Group P&L
- Group Balance Sheet
- Group Bank Summary
Entity Insights
See each entity's contribution with pie charts and side-by-side P&L comparison
- Entity Contributions
- Entity Comparison
- Share analysis
Variance & Trends
Group-wide variance analysis and multi-period trend reporting across all entities
- Group Variance Analysis
- Group Trends
- Group KPIs
Intercompany Balances
Track and reconcile intercompany transactions to ensure clean consolidated accounts
- Balance tracking
- Reconciliation tools
- Elimination entries
Consolidation Journals
Record consolidation adjustments, elimination journals, and supporting notes
- Adjustment journals
- Consolidation notes
- Audit trail
Account Mappings
Map accounts across entities with auto-map, bulk-map, and manual mapping plus unmapped account detection
- Auto-map accounts
- Bulk mapping
- Unmapped detection
Penny -- Your AI Bookkeeper
AI That Learns How You Code Invoices
Penny analyses incoming invoices and suggests account codes with confidence scores. Approve, modify, or reject her suggestions -- and she learns from every decision to get smarter over time.
Intelligent Invoice Coding
AI-powered account code suggestions with confidence scores for every line item, so you can see exactly how certain Penny is
Pattern Learning
Penny learns from your approved categorisations, building supplier-specific and category-specific patterns that improve with every invoice
Approval Queue
A dedicated queue where you can approve, modify, or reject AI suggestions -- each action feeds back into Penny's learning model
Session Management
Work through invoices in managed sessions with full audit trail, so you can pick up exactly where you left off
Deferred Revenue & Revenue Data
Revenue Recognition
Schedule revenue recognition across periods for subscriptions, memberships, and prepaid services
- Recognition scheduling
- Summary dashboard
- Balance tracking
Suspense & Processing
Review suspense transactions, process Glofox imports, and maintain a complete audit trail
- Suspense review queue
- Glofox transaction import
- Processing logs
Revenue Data System
Connect multiple revenue sources -- POS, membership, booking, or manual -- with source mappings and analysis
- Multi-source ingestion
- Source CRUD & mappings
- Analysis dashboard
Accounts, Invoicing & Open Banking
Full invoicing, payment tracking, and direct bank connectivity via GoCardless
Invoicing
- Sales invoices -- create, list, and view with full line-item detail
- Purchase invoices -- view detail and track payment status
- Payments & receipts -- record and allocate against invoices
- Credit notes -- issue and track against original invoices
Open Banking
- GoCardless integration -- connect bank accounts directly via open banking
- Transaction sync -- automatic import of bank transactions
- Transaction matching -- match bank entries to invoices and bills
- Invoice automation -- field mapping, bank assignment, and batch processing
Deep Xero Sync
Jigsol syncs 36 months of financial data from Xero, including P&L, Balance Sheet, and Trial Balance. Every report offers both live query and snapshot endpoints, so you can choose between real-time accuracy and instant loading. Contacts, account codes, tax rates, and tracking categories are all kept in sync.
Why Finance Teams Choose Jigsol
Full Xero data sync for deep historical analysis
Predefined financial KPIs plus unlimited custom metrics
Group reporting across all entities in one view
Penny learns your coding patterns and gets smarter daily
See It In Action
Finance Dashboard
Xero-synced reports, AI bookkeeping, multi-entity consolidation, and real-time KPIs
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