Advanced
Managing multi-entity finances
Track finances across multiple businesses, funds, or properties in one view.
15 min
Add entities
Navigate to Settings → Entities and add each business, fund, or property as a separate entity with its own chart of accounts.
Consolidated views
The multi-entity dashboard aggregates data across all entities while maintaining individual drill-down capability.
Inter-entity transactions
Track transfers, loans, and shared expenses between entities with automatic elimination entries for consolidated reporting.