Money

Multi-entity: several companies, one workspace

Run more than one company in the same workspace, each with its own books, and read them together. The Entities overview consolidates the figures across every company you run; each company keeps its own ledger, its own invoices and its own bills underneath, so consolidating is a view rather than a merge you cannot undo.

  • The company switcher in the top bar scopes company-aware pages to one entity; the Entities page is the view with the switcher off.
  • Records that belong to a company carry it, so moving between the consolidated view and one entity never changes what a number means.
  • Multi-entity is included from Pro upwards. On a plan without it the page says so rather than showing an empty screen.
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