Konsolidat

Konsolidat is an MIT-licensed, open-source EPM product for finance teams using SAP or Microsoft Dynamics. Its Excel-native interface uses worksheet formulas to bring backend results into existing workbooks. The consolidation tools support multiple entities and currencies, elimination logic, non-controlling-interest attribution, and grouping based on ownership trees. Its allocation engine handles driver-based, cascading, and reciprocal allocations, with iterative solving and traceability to source pools. The product describes driver-based budgets, scenario management, and variance analysis; rolling forecasts are also listed as a roadmap item. Dynamics 365 F&O and ERPNext connectors are available, while SAP S/4HANA is offered through a paid pilot. SAP ECC, Business Central, and SAP Business One are roadmap items. A pipeline using Airbyte, dbt, and ClickHouse processes ERP data for the consolidation model. Teams can self-host on their own cloud or on-premises infrastructure, or choose a managed service. Self-hosting is free but requires operating the software and cloud infrastructure. The hosted plan starts at $3,500 per month. Automated cash-flow statements and multi-GAAP parallel reporting are roadmap items.

Konsolidat combines entity consolidation, allocations, and planning features with an Excel-native workflow. Teams should account for the operational work of self-hosting and for integrations and features still on the roadmap.

Konsolidat suits finance teams using SAP or Microsoft Dynamics that need consolidation and planning tools with an Excel-based interface. Self-hosting is an option for teams able to operate the software and infrastructure.

Konsolidat is an open-source EPM system for finance teams consolidating ERP data while keeping familiar Excel workbooks in the workflow. It is best for teams that value control over financial data and can support a self-hosted deployment or justify a managed service.

Overview

The product brings entity consolidation, allocations and planning together around an Excel interface: worksheet formulas retrieve results from its backend into existing workbooks. Its MIT license and self-hosting option offer control over deployment, but that control comes with meaningful operating work. The hosted plan shifts infrastructure and maintenance to the provider at a substantial monthly starting price.

Konsolidat is aimed at finance teams using SAP or Microsoft Dynamics. Its current connectors include Dynamics 365 F&O and ERPNext; SAP S/4HANA is available through a paid pilot. That makes it a more convincing fit for organizations already on those supported paths than for teams depending on the other ERP connectors still on the roadmap.

Key features

Consolidation and allocation

Konsolidat supports full-method, multi-entity and multi-currency consolidation, with intercompany eliminations, non-controlling-interest attribution and grouping based on ownership trees. Those capabilities suit group reporting workflows with varied entity structures. Audit trails and transformation lineage help finance teams trace figures, while the described data pipeline uses Airbyte, dbt and ClickHouse to pull ERP data and run the model. The product also describes 44 dbt models and 26 automated data-quality assertions.

Allocations can be driver-based, cascading or reciprocal, with iterative solving and traceability to source pools. That combination is useful when allocations depend on linked drivers or require an explainable path back to their originating pools.

Planning, Excel and controls

Driver-based budgets, scenario management and variance analysis extend the product beyond consolidation. Rolling forecasts are also described as a planning capability but appear on the roadmap, so teams that require them as a dependable current workflow should look elsewhere or confirm availability before committing. Automated cash-flow statements and multi-GAAP parallel reporting are also roadmap items.

Excel =EPM() formulas pull backend results into existing workbooks, preserving a familiar interface without making the workbook the consolidation engine. Security features include 2FA, role-based access, session management, audit logging, OIDC/SAML SSO including Microsoft Entra ID, and LDAP/Active Directory support. Customers can run the application on cloud or on-premises infrastructure they control, an advantage for data governance that also leaves deployment operations to them.

Pricing

The Self-hosted plan is free: it is MIT open source, has no per-user fees, and includes Dynamics 365 F&O and ERPNext connectors, with SAP S/4HANA via pilot. Community support and a public roadmap are the trade-offs, as is an estimated 0.3–1 FTE of operations work plus cloud infrastructure. It suits organizations with technical capacity and a preference for direct infrastructure control; the zero software charge does not make it an operationally free option.

Hosted starts at $3,500/month for a fully managed platform with managed infrastructure, upgrades, monitoring, an enterprise SLA and priority support from the core team. ERP connectors add $500–$1,500/mo each, and legal entities add $300–$800/mo each, so the base price is not the whole cost for a deployment needing multiple connectors or entities. This is the better fit for teams that want managed operations and higher-touch support.

The 4-Week Pilot starts at $25K one-time for a fixed-scope, four-week hosted pilot tenant with GL and entities loaded, Excel =EPM(), and one consolidation scenario. It excludes unlimited entities, a full statutory pack and multi-year support, making it an evaluation engagement rather than a low-cost substitute for production deployment.

Platforms

Konsolidat is offered as a web application, an API and self-hosted software. Self-hosting can mean cloud or on-premises deployment on customer infrastructure; the hosted plan provides managed infrastructure instead.

Who it's for

Konsolidat is strongest for finance teams on Dynamics 365 F&O or ERPNext that need multi-entity consolidation, explainable allocations and Excel-based access to results, and have either the staff to operate it or budget for managed hosting. Teams requiring SAP S/4HANA should account for its paid-pilot status. It is a weaker fit for organizations that need SAP ECC, Business Central or SAP Business One connectors now, or depend on automated cash-flow statements, multi-GAAP parallel reporting or rolling forecasts as current capabilities.

Pros and cons

• Pros: Full-method multi-currency consolidation combines eliminations, ownership grouping and non-controlling-interest attribution for complex group structures.
• Pros: Excel formulas bring backend results into existing workbooks, while allocation traceability and transformation lineage help explain figures.
• Pros: The free, no-per-user-fee self-hosted plan and customer-controlled deployment suit teams that prioritize data control and can staff operations.
• Cons: Self-hosting calls for about 0.3–1 FTE of operational effort plus infrastructure, and support is community-based.
• Cons: Hosted pricing starts at $3,500/month before connector and entity add-ons, limiting its appeal to teams with sufficient budget.
• Cons: Several desired connectors and reporting capabilities remain roadmap items; SAP S/4HANA is currently a paid-pilot path.

Alternatives

For a broader shortlist, see Financial Consolidation Software.

Consider OneStream if you need a platform spanning Android, iOS, Windows, web, API and self-hosted environments; its price is discussed by demo rather than published as a plan price. AARO CPM is an option if macOS or Windows is part of your platform mix, with pricing on request and deployment offered immediately or with customization. Consolidation.app is another paid web-based alternative.

Arvexi is a paid option for API and web deployments. IDL Konsis offers web and Windows platforms, with price by request and a demo. NDC Financial Consolidation supports self-hosted and web deployment as a standalone product or SAP Analytics Cloud extension, with cloud or on-premises installation. Planful is a paid API and web option with pricing tailored to company size, user count and chosen modules. Profitbase Consolidation is a paid web alternative with tailored pricing available by request.

Verdict

Konsolidat is a strong candidate for ERP-focused finance teams that want multi-entity consolidation and allocations connected to Excel, especially when customer-controlled infrastructure matters. Its core trade-off is clear: self-hosting requires real operational capacity, while managed hosting starts at $3,500/month before add-ons. Choose it when that combination fits; look elsewhere if you need broader current connector coverage or roadmap reporting features today.