Perspectiv private beta · Q2 2027 · CRM and Knowledge hub first. Other capabilities follow in stages.Apply for the private beta →
From entry to a closed period
- RecordBring accounting entries from the work into the ledger.
- ReviewRoute journals to the right approver.
- ReconcileSign off balances with supporting evidence.
- CloseComplete the checklist and lock the period.
Control the detail. Understand the result.
- A ledger built around your businessUse your chart of accounts, financial dimensions, recurring journals and allocations.
- Entities and currenciesWork by legal entity with intercompany accounting, currency revaluation and exchange gains or losses.
- Reviews with clear responsibilityApprove journals by amount, account and entity. Separate entry, approval and payment duties.
- A close you can traceAssign checklist owners, keep evidence, reconcile balances and lock closed periods with audited reopening.
- Statements you can investigateBuild financial statements by entity, department or project, then open the transactions behind each number.
Consolidation across entities Later
Everything in General ledger & accounting
The books for the whole business, fed by everything else in Perspectiv.
Ledger
- Chart of accounts
- Journal entries and general ledger
- Financial dimensions and ledger segment sets
- Recurring journals and allocations
Entities and currencies
- Multi-entity accounting and consolidation
- Intercompany accounting
- Currency management
- Currency revaluation and exchange gains and losses
Close and statements
- Fiscal periods and period close
- Financial statements
- Revenue recognition
- Financial reconciliations
Controls
- Journal approvals by amount, account and entity
- Segregation of duties for entry, approval and payment
- Close checklists with owners, due dates and evidence
- Balance sheet reconciliations with sign-off
- Closed periods locked, with audited reopening
- Read-only access for your external accountants
Statements and analysis
- Profit and loss, balance sheet, trial balance and cash flow
- Design your own statements: rows, columns, ratios
- Results by entity, department or project
- Click through to the transactions behind a number
- Year-to-date, quarter-to-date and comparative periods
- Export to Excel, CSV and PDF
More
- 4-4-5 and other fiscal calendars
- Deferred revenue and prepaid expense schedules
- Financing agreements
- Accounting entries created by the other areas
Part of the Finance picture
Each module keeps its own availability.
Common questions
Questions
Can external accountants review the books?
Read-only access is part of the planned scope.
Can we keep our fiscal calendar?
The scope includes 4-4-5 and other fiscal calendars.