For PE and VC portfolios

Every portfolio company in one view

Connect each company’s own accounting system with read-only access. Control puts them on one chart of accounts and one currency, so you see every company side by side and each figure opens to its entries.

  • 01Different ledgers, one portfolio view
  • 02Read-only access to every company
  • 03Budgets against actuals per company
The portfolio reporting gap

Every company reports in its own format.

Portfolio companies run different ledgers, charts of accounts and currencies. Each month the numbers arrive as separate files, and comparing them means rebuilding the same structure by hand before anyone can ask a question.

One structure

Every company mapped to one chart of accounts.

Read-only

Control reads each ledger through official APIs with read-only access.

Every figure opens

From the portfolio total to a company’s entries.

How Control helps

Portfolio numbers you can compare and check.

01
Connect without changing anything

Each company keeps its ledger.

Connect each portfolio company’s accounting system with read-only access through official APIs. Nothing changes in the company’s bookkeeping or its close.

  • Netvisor, Procountor, Fortnox, Xero, QuickBooks, NetSuite and more
  • Syncs at least daily, refresh on demand
  • Backdated entries picked up again
Portfolio connectionsRead-only · last sync 08:42
Example Company A OyNetvisorRead-only
Example Company B ABFortnoxRead-only
Example Company C LtdXeroRead-only
02
One view per portfolio

Compare companies on the same structure.

Control maps every company to one group chart of accounts and translates each into one currency. Pivot the statements by company or read the portfolio total, and compare each company with its budget.

  • P&L, balance sheet and cash flow by company and in total
  • Budgets against actuals, company by company
  • From the total to a company, an account and its entries
Portfolio P&LQ3 2026
ItemActualPlan
Revenue14,200,00013,950,000
Cost of sales−5,680,000−5,520,000
Operating expenses−6,310,000−6,200,000
EBITDA2,210,0002,230,000
03
The deal team’s own AI

Ask the portfolio in plain words.

Claude, ChatGPT and Codex read the same numbers over MCP, from a company’s statements down to its transactions. Each user’s Control permissions apply.

  • Claude, ChatGPT, Codex and other MCP clients
  • Company comparisons over MCP
  • Connections that can be limited to read-only
Deal team assistantVia MCP
Which company is furthest behind its Q3 2026 EBITDA plan?
CONTROL

Example Company C Ltd. EBITDA is €380k against a €440k plan, €60k or 13.6% behind. Company A is €70k ahead. Company B is €30k behind.

Sources · P&L by company · Q3 2026
Product walkthrough

Ask AI about the actuals.

Watch an AI client use Control over MCP to break spend down by vendor and show the accounts behind it. The answer stays grounded in the structured actuals.

From source to decision

From separate company files to one portfolio view.

Control handles the integration setup, the chart of accounts mapping and the first data check. Each company’s books stay where they are.

  1. 01Connect

    Link each company

    Authorize read-only access to each company’s accounting system.

  2. 02Map

    One chart of accounts

    Map each company’s accounts to the portfolio’s group accounts.

  3. 03Plan

    Load the budgets

    Bring each company’s budget in from Excel, or let your AI client import it over MCP.

  4. 04Review

    Compare and drill

    Compare companies with their budgets and open any figure to its entries.

See Control in 30 minutes.Book a demo
How teams use Control

Numbers a deal team can check.

Every portfolio figure stays connected to the company ledger it came from.

01Read-only access.

Control reads each company’s ledger through official APIs, and the ledger stays the book of record.

02One structure for every company.

One group chart of accounts above different ledgers, currencies and local charts.

03Every answer traceable.

Any figure, in Control or from an AI client, opens to the entries behind it.

FAQ

Questions from deal and portfolio teams.

Bring your portfolio structure to a demo.

Ask us about your setup
Do portfolio companies have to change systems?

No. Each company keeps its accounting system and its close. Control connects with read-only access through official APIs.

Which accounting systems are supported?

Netvisor, Procountor, Fortnox, Visma eEkonomi, Tripletex, e-conomic, Xero, QuickBooks, NetSuite and Odoo among others, plus Stripe for billing data.

How is the data secured?

Finata Oy’s information security management system is ISO/IEC 27001:2022 certified. The core platform runs in the European Union, data is encrypted in transit and at rest, and access to accounting systems is read-only.

Can the deal team use its own AI?

Yes. Claude, ChatGPT and Codex connect over MCP, and other MCP clients can connect the same way. Each user’s Control permissions apply, and a connection can be limited to read-only.

How is a larger portfolio priced?

Published plans cover up to five accounting integrations, at €999 a month. Larger groups are priced on request: book a demo with your list of companies and the systems they run.

ISO/IEC 27001:2022 certified by Insight Assurance
Security & compliance

Independent assurance behind Control.

Control is operated by Finata Oy, the registered Finnish legal entity. Finata Oy’s information security management system is ISO/IEC 27001:2022 certified by Insight Assurance. The platform pairs that independent assurance with GDPR-governed processing and accountable AI controls designed for EU AI Act readiness.

  • ISO/IEC 27001:2022Certified information security management system
  • GDPR compliantDPA, privacy rights and processor safeguards
  • EU AI Act-readyHuman approval gates and audit trails for AI-assisted changes
  • EU-hostedCore platform infrastructure in the European Union
Visit the Control trust center

See your portfolio in one view.

30 minutes on your portfolio, the systems the companies run and your first question.