Run all eight consolidation steps in one click on real Jedox OLAP — FX translation, intercompany elimination, equity elimination, unrealized profit… AI proposes, people confirm, and any consolidated figure traces back to source.
Month-end consolidation takes days of manual roll-up across many spreadsheets; intercompany transactions reconciled line by line; inventory / fixed-asset / R&D unrealized profit worked paper by paper; and at audit time you scramble to back-fill the trail.
Consolidation is no longer a multi-day, multi-spreadsheet manual job at month-end — Planforce puts the entire consolidation chain into one engine you can run with one click, auditable end to end.
| Capability | Maturity | Notes |
|---|---|---|
| Consolidation orchestration engine | Production | Eight-step orchestration; multi-currency FX translation (11 currencies); equity elimination (purchase method / goodwill / minority interest, CAS 33/20) |
| IC reconciliation & elimination engine | Production | Two-sided declaration auto-matching (10 match tags); gross-margin unrealized profit; auto entries + manual exception hold |
| Three unrealized-profit engines | Production | Inventory (batch / aging), fixed assets (depreciation-driven), R&D capitalization (CAS 6), with deferred tax and impairment offset (all unit-tested) |
| CAS disclosure & notes | Production * | Statutory disclosure console, STAR-board report pre-check, 30+ specialized notes capture (* some data is demo-level) |
| AI governance platform | Production · V0 | Ontology layer + 22-step month-end workflow (incl. 4 AI steps) + propose→confirm→write + data lineage + what-if + 6-role RBAC (V0 / single-customer scale) |
| Conversational data-query AI | Production · read-only | Natural-language queries; tools are strictly read-only — cannot write cells or change governance state |
| Demo sandbox | Demo | Experience the propose-confirm-trace flow; not a proof of feature completeness |
| Elimination-rule DSL / multi-COA / audit PDF / AI self-hosting | Roadmap | Roadmap |
Flagship scenario: a company’s month-end close — subsidiary submission → AI exception pre-check → elimination propose-confirm → full audit traceability. 〔Pilot model: consolidation scope 10 entities incl. 4 non-wholly-owned, 13 IC relationship groups, 22-step month-end workflow incl. 4 AI steps〕
No. AI can only propose; nothing posts without human confirmation. Every step is logged, traceable, and can be undone / redone.
The demo uses pilot seed data; the engine is production-grade — after connecting the customer’s ERP / Jedox, about 4–8 weeks to V1.
Any figure traces back to the source voucher; the audit log includes actor / time / before-after state / Trace ID, exportable with one click.
A domestically-compliant model (DeepSeek), self-hostable, with data-not-leaving-the-country as a design premise.
