Consolidated P&L planning for portfolio and entity rollups.

Combine direct plans, indirect allocations, add-backs, and scenario views in one modeled workflow.

Direct answerUse this app when leadership needs a board-ready rollup without rebuilding consolidation logic by hand.
Mirrored on Ledger SummitScenario modelingRollup views

Use the live consolidated P&L app

Open the mirrored consolidation workflow here or launch the full-screen version in a new tab.

Hosting note

Hosted on Ledger Summit for fast browser access.

Consolidated P&L Planner Use the embedded view or open the full-screen workspace.
1
Consolidated logic

Keep direct planning, indirect cost views, and add-backs in one model.

2
Best for

Finance teams rolling multiple entities, portfolios, or scenarios into one P&L view.

3
What it replaces

Manual consolidation tabs and board pack rebuilds across multiple spreadsheets.

4
Deployment status

Now mirrored into this Ledger Summit site for stable public access.

Need a rollup model built around your structure?

We can adapt this workflow to your entity map, reporting hierarchy, and leadership review cadence.

Book a free call