Consolidate Messy Data with AI
Multi-file, multi-entity consolidation in minutes, not days. Compound turns inconsistent spreadsheets and reports into one clean, formula-driven model, with standardized schemas, roll-ups, and reconciliations you can audit.
Trusted by 1,000+ finance professionals across PE, VC, growth equity, real estate, and hedge funds.
How Data Consolidation Works
Upload every file
Drop in all the source files (spreadsheets, PDFs, and reports across entities, periods, and formats) into a single drive. Inconsistency is fine.
Define the target schema
Tell the AI Analyst the structure you want: the standardized chart of accounts, the roll-up hierarchy, and the reconciliations to run. Describe it in plain English.
Get one clean model in Excel
Receive a consolidated, formula-driven workbook (standardized schema, roll-ups, and reconciliations) with every figure traceable back to its source file.
Why Consolidating Data Eats So Much Time
Consolidation is the unglamorous work that stands between raw files and any real analysis, and it's almost entirely manual.
Every file has its own structure
Entities report in different layouts, account names, and period formats. Mapping each file to a common schema by hand is slow, repetitive, and easy to get wrong.
Roll-ups built with fragile formulas
Consolidating across dozens of files means long chains of VLOOKUPs and SUMIFs that break the moment a source file changes shape or a new entity is added.
Reconciliations done by eye
Making the numbers tie across entities and periods (intercompany, eliminations, totals) is painstaking manual checking, and a single miss invalidates the roll-up.
No trail from total back to source
After hours of copy-paste and mapping, tracing a consolidated figure back to the specific cell in the specific source file is nearly impossible when someone asks.
Why Compound Excels at Data Consolidation
Standardizes schemas automatically
Compound maps mismatched account names, layouts, and period formats to your target schema, so files that never lined up become one comparable structure.
Roll-ups with real, auditable formulas
The consolidated model comes with live Excel formulas for roll-ups and reconciliations (not pasted values) so you can verify the logic and extend it yourself.
Every figure traced to its source
Each consolidated number links back to the exact source file and cell it came from, so the roll-up stays auditable when a total is questioned.
From scattered files to one consolidated model
What you can upload
- Spreadsheets across entities and periods
- Financial statements and trial balances
- Rent rolls and operating statements
- Reports and exports in mixed formats
What Compound produces
- Standardized schema across all sources
- Roll-ups with real Excel formulas
- Reconciliations and eliminations
- Citations back to source files and cells
Why teams switch from manual mapping and ETL tools
For consolidation, the difference is a model you can audit, not a black box or a wall of fragile formulas.
Handling mismatched schemas
- Manual Excel mapping
- Mapped by hand per file
- ETL / scripting tools
- Requires rigid predefined rules
- Compound
- Maps to your target schema automatically
Roll-up construction
- Manual Excel mapping
- Fragile VLOOKUP chains
- ETL / scripting tools
- Code you must maintain
- Compound
- Real Excel formulas you can audit
Reconciliations
- Manual Excel mapping
- Checked by eye
- ETL / scripting tools
- Custom logic to build
- Compound
- Built and reconciled in the model
Source traceability
- Manual Excel mapping
- Lost after copy-paste
- ETL / scripting tools
- Opaque transformations
- Compound
- Cited back to source files and cells
Adapting to new files
- Manual Excel mapping
- Rebuild the mapping
- ETL / scripting tools
- Rewrite the pipeline
- Compound
- Add files and re-run in conversation
Built for teams drowning in inconsistent files
PE Operations & FP&A
Roll up financials across portfolio companies or business units into one consolidated model, standardizing charts of accounts that never quite match.
Investment Banking
Consolidate target financials from disparate files into clean, comparable statements for comps, models, and diligence, without hand-mapping every tab.
Real Estate
Combine property-level rent rolls, operating statements, and lender reports across a portfolio into one standardized, formula-driven roll-up.
Corporate Finance
Consolidate subsidiary and regional reporting into a single model with intercompany reconciliations, standardized schemas, and an auditable trail.
Upload your messy files and get one clean model
Frequently Asked Questions
Compound consolidates spreadsheets (.xlsx, .csv), PDFs, and reports across different entities, periods, and formats. You can drop mismatched files into one drive and Compound maps them to a common structure, with no manual pre-formatting required.
Yes. Compound maps inconsistent account names, layouts, and period formats to the target schema you define, so entities that report differently roll up into one comparable structure.
Yes. Roll-ups, subtotals, and reconciliations come as live Excel formulas rather than pasted values, so you can audit the logic, trace calculations, and extend the model with your own assumptions.
Compound is SOC 2 Type II certified with AES-256 encryption at rest and in transit. Your documents are never used for model training, and VPC deployments are available for teams with the highest security requirements.
Yes. Compound can build intercompany reconciliations, eliminations, and tie-outs across entities and periods, flagging where numbers don't reconcile so you can resolve them before finalizing the roll-up.
Compound normalizes inconsistent formats, duplicate entries, and missing fields as it consolidates, and it tells you what it found and how it resolved it, so the cleanup is transparent rather than a black box.
Yes. Every figure in the consolidated model links back to the exact source file and cell it came from, so when a total is questioned you can verify it against the original in one step.
Add new files or updated versions to the drive and ask Compound to re-run the consolidation. There's no rigid pipeline to rewrite. You adjust the request in conversation and the model updates.
ETL and scripting tools require predefined rules and code you have to maintain, and the transformations are opaque. Compound maps mismatched schemas automatically, produces an auditable Excel model with real formulas, and cites every number back to its source file.