Overview
Account Mapping in GATHER.nexus links your local Chart of Accounts (COA) to your Group Reporting Template (GRT). This ensures your consolidated reports (P&L, Balance Sheet) follow a consistent structure, regardless of how accounts are named in each legal entity.
GATHER offers two methods to map accounts:
Manual Mapping
AutoMap with AI
Part 1: Manual Mapping Guide
Used when AutoMap confidence scores are low or unavailable, you prefer full control over mapping decisions, or your Chart of Accounts follows a unique naming convention.
How to do Manual Mapping:
Step 1: Access Your GRT
Go to Group Financial Reporting → Group Reporting Templates
Choose the relevant template and click the Mapping Status indicator (e.g., “2 Mapped | 29 Unmapped”)
Step 2: Launch the Mapping Tool
Click Setup Group Accounts to open the mapping interface
Step 3: Map Accounts
On the left: Your entity’s Chart of Accounts
On the right: GRT Codes
To map: Drag and drop the account to its corresponding GRT code
You can map a single account to multiple GRT codes if needed
Step 4: Save Your Work
Click Save to confirm your mappings.
Mapped accounts will now contribute to consolidation reports
Part 2: Automap with AI
Used when setting up for the first time, dealing with a high volume of unmapped accounts, or seeking AI-assisted recommendations.
How AutoMap Works?
GATHER.nexus uses Microsoft Azure AI to suggest mappings based on:
Account names
Account types (e.g., Expense, Revenue)
Your group structure and industry
How to use Automap with AI:
Step 1: Access Your GRT
Same as in manual mapping (see above)
Step 2: Click “AutoMap with AI”
System shows number of available AI credits (30 per month)
AutoMap begins generating suggested mappings
Step 3: Review Confidence Scores
Each suggestion includes a color-coded score:
80–100%: Very High Confidence
60–80%: High
40–60%: Medium
20–40%: Low
0–20%: Very Low (manual review recommended)
Step 4: Review AI Rationale
Hover over the (i) icon to view the AI’s reasoning
E.g., “Matched based on similar naming and account type”
You can override any AI mapping with a drag-and-drop
Step 5: Finalize and Review
Apply mappings, then review GRT summary and mapped/unmapped count
Continue manually mapping if needed
Need help? Visit gather.nexus, click the chat icon in the bottom-right corner, or email us at [email protected] for assistance.