Konsolidat

Konsolidat is an open-source EPM system for finance teams consolidating ERP data and working in Excel. It suits organizations that can operate software themselves or pay for managed service. Its combination of consolidation, allocations and workbook access is compelling, but connector maturity and roadmap gaps limit its fit for teams needing a complete reporting suite today.

Overview

Konsolidat brings financial data from ERP systems into a consolidation model, with Excel formulas that retrieve results into existing workbooks. The Airbyte, dbt and ClickHouse pipeline is paired with transformation lineage, 44 dbt models and 26 automated data-quality assertions, giving finance teams ways to trace figures and check data quality.

The deployment choice is consequential: self-hosting keeps data on infrastructure the customer controls, including cloud or on-premises, but entails an estimated 0.3–1 FTE of operations plus infrastructure costs. Hosted service shifts infrastructure, upgrades and monitoring to the provider, at a substantial recurring price.

Key features

Consolidation and allocations

Multi-entity, multi-currency consolidation includes intercompany eliminations, non-controlling-interest attribution and ownership-tree-driven grouping. Full-method consolidation and audit trails make the core relevant to group reporting and close processes. Allocation options include driver-based, cascading and reciprocal methods, iterative solving and traceability to source pools; that combination helps teams explain how allocated amounts were derived.

Planning and data flow

Driver-based budgets, scenario management and variance analysis broaden the product beyond consolidation. Rolling forecasts are described as a capability but also appear on the roadmap, so teams that depend on them should not treat them as a settled workflow. Automated cash-flow statements and parallel multi-GAAP reporting are roadmap items too, making Konsolidat a weaker fit where those outputs are essential now.

ERP connectors and Excel

Dynamics 365 F&O and ERPNext connectors are available today. SAP S/4HANA is offered through a paid pilot; SAP ECC, Business Central and SAP Business One remain roadmap items. SAP-focused teams should therefore weigh the connector status carefully rather than assume broad SAP coverage. Excel =EPM() formulas pull backend results into existing workbooks, a practical advantage for teams whose reporting already centers on spreadsheets.

Security and support

Security controls include 2FA, role-based access, session management, audit logging, OIDC/SAML single sign-on including Microsoft Entra ID, and LDAP/Active Directory. Self-hosted users get community support and a public roadmap; hosted customers get an enterprise SLA and priority support from the core team. That distinction matters for organizations that need a defined support commitment.

Pricing

PlanPriceWhat it includes and trade-offsSelf-hostedfreeMIT open source, self-operated, no per-user fees, Dynamics 365 F&O and ERPNext connectors, and SAP S/4 via pilot. Community support; budget separately for cloud infrastructure and roughly 0.3–1 FTE of operations.Hosted$3,500 a monthManaged infrastructure, upgrades and monitoring, with enterprise SLA and priority support. ERP connectors add $500–$1,500/mo each, and each legal entity adds $300–$800/mo, so the base price can understate the cost for larger deployments.4-Week Pilot$25,000, paid onceA fixed-scope, four-week hosted tenant with GL and entities loaded, Excel =EPM(), and one consolidation scenario. Unlimited entities, a full statutory pack and multi-year support are out of scope, so this is a bounded evaluation rather than a complete rollout.The free option avoids license fees but is not cost-free to run: it trades managed operations and priority support for customer responsibility. The hosted plan fits teams seeking an operated platform and service commitment, while the one-time pilot is for a defined initial evaluation. No seat quota or trial term is stated for the free or hosted plans.

Platforms

Konsolidat runs on the web and supports API access, alongside self-hosted deployment. Customers can place self-hosted infrastructure in their own cloud or on-premises environment; this is the clearest fit for teams with data-control requirements and the capacity to operate the system.

Who it's for

Konsolidat is strongest for finance teams using Dynamics 365 F&O or ERPNext that need entity consolidation, allocations and Excel-based access, and can choose between internal operations and a managed service. It is less suitable for teams that need mature coverage across the listed SAP products, automated cash-flow statements, parallel multi-GAAP reporting or reliable rolling forecasts as core requirements.

Pros and cons

Pros: Full-method, multi-currency consolidation and traceable allocation methods address complex group reporting needs.

Pros: Excel formulas retrieve backend results into existing workbooks, preserving a familiar reporting surface.

Pros: MIT-licensed self-hosting has no per-user fees and allows customer-controlled infrastructure.

Cons: Self-hosting requires infrastructure and an estimated 0.3–1 FTE of operational effort, with community rather than priority support.

Cons: SAP S/4HANA is only through a paid pilot, while SAP ECC, Business Central and SAP Business One are roadmap items.

Cons: The $3,500 a month hosted base can grow with connector and entity charges, and key reporting items remain on the roadmap.

Alternatives

For a broader shortlist, see Financial Consolidation Software. OneStream is a paid option spanning web, API, mobile, Windows and self-hosted platforms; choose it when that platform range is the priority, with pricing discussed through a demo. AARO CPM is another paid option for teams seeking immediate deployment or customization, with pricing on request.

Rephop has a Starter plan at $299 a month for 3 entities and up to 2 users, with $99 per month for each additional entity; it suits smaller groups that prefer a defined monthly entry price and accept those caps. Control offers a €99 a month early-company Starter discount for companies under €1M in annual revenue, making it worth considering for eligible smaller businesses. Liquid Consolidation starts with Pro at €99 a month for 1 entity, 3 users and 3 scenarios, a lower-cost fit for a small, bounded deployment.

Consolidation.app is a paid web-based alternative. Emfino offers paid user and legal-entity add-ons, which may suit teams evaluating those scaling dimensions. IDL Konsis is a paid web and Windows option with pricing available by request and a demo offered.

Verdict

Choose Konsolidat if your finance team needs multi-entity consolidation and traceable allocations in an Excel-centered workflow, especially with Dynamics 365 F&O or ERPNext, and can manage the operational or hosted cost. Its strongest reason to choose is the combination of open-source self-hosting, workbook access and detailed consolidation logic. Look elsewhere if you require broad SAP connectivity or roadmap reporting capabilities today, or if the hosted price and add-ons outweigh the value of managed operations.