One workspace. Every entity.
Manage a portfolio of companies — or separate business and personal books — from a single platform. Transfer transactions between entities, reconcile intercompany balances, and switch context without losing your place.
Switch without switching tools.
Pick one entity or all of them. Every view — triage, reports, the ledger — follows the selection.
Every company in one queue.
Review activity across entities side by side, each row labelled with the company and account it belongs to.
Consolidated, or one at a time.
The same dashboard reports on a single entity or rolls them all up, with cash flow broken out per company.
How it works
Accounts wired to the right books.
Bank and processor accounts feed the entity they belong to, and intercompany movements land on both sides.
Agentic accounting
Threads and workflows that close the books for you.
Reports & dashboards
Customizable widgets for P&L, cash flow, and more.
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