Multi-entity · white-label back office

Run every company, brand or client from one platform: each with its own books.

One org, unlimited companies: an agency’s clients, a holding company’s subsidiaries, a franchise’s locations. Each keeps real double-entry books, its own P&L, balance sheet and cash flow, and invoices branded with its own name, logo and tax ID. Consolidate the group, or drill into one, in a click.

Start freeSee it live
No card required · Add your first company in minutes
app.workbos.com/companies
Northwind Retail · this entity only
Revenue
$142,300
Expenses
$96,120
Net
$46,180
One filter switches P&L, balance sheet, cash flow & trial balance to this scope.
N
Northwind Retail
221 Harbor Ave, Austin, TX
EIN 84-1029384
Invoice NW-1042$8,400
app.workbos.com/i/8f2c…: the link your client opens
The problem

Running multiple businesses shouldn’t mean running multiple back offices

Agencies, holding companies and franchises don’t usually fail at growth. They drown in the operational sprawl that comes with it.

A subscription per entity
Every company, brand or client means another accounting subscription, another login, another chart of accounts to keep straight.
A spreadsheet stitching it together
Someone still copies numbers into a master spreadsheet by hand just to see how the whole group is doing this month.
Invoices that leak the parent brand
A client-facing entity sends an invoice, and it shows your holding company's name on it, not theirs.
No real consolidated view
Group P&L next to every entity's own P&L should be one click. Instead it's a manual export-and-merge job, every month.
What shipped

Everything you need to run entities apart, and see them together

Every card below is live in the product today, not on a roadmap.

Per-entity financial statements
P&L, balance sheet, cash flow and trial balance for one company, or every company consolidated. One filter, always in balance.
Company-tagged transactions, everywhere
Invoices, bills, payments, expense claims and journal entries all carry a company from the moment they're created.
Each entity's own name, logo & tax ID
Set a logo, address and tax ID per company once. Every invoice and receipt for that company renders with its own identity, automatically.
The link your client actually opens
Invoices and receipts carry a public link your client opens to view and pay. What they see is that entity's brand, never your parent company's name.
Consolidated, or drill into one
The dashboard rolls every entity up by default. Switch to a single company and every widget and report re-scopes to it instantly.
Chief, your AI agent team, entity-aware
Ask Chief to chase overdue invoices or draft onboarding for a new hire, and it already knows which company the work belongs to. Every action still waits for your approval.
White-label, top to bottom
Run the whole platform under your own brand and domain, or go further and resell it, provisioning each client as their own tenant with their own entities.
RBAC + RLS: real tenant isolation
Per-company membership and roles, enforced at the database with row-level security, not just hidden in the UI. Hard walls between entities.
WorkBOS vs the alternatives

The only one built for many entities, one platform

Each of these tools is strong at one thing. WorkBOS is the only one built to run many companies, brands or clients from a single, white-label platform, with real double-entry books and branded invoicing per entity.

WorkBOS
Multi-entity + white-label
QuickBooks
Accounting
GoHighLevel
Agency front-office
HoneyBook / Bonsai
Freelance & service biz
Notion / monday.com
Work management
Multi-entity accountingPartial---
Per-entity branded invoices-Partial--
White-label / reseller---
Projects + CRM + HR in onePartialPartialPartialPartial
AI agentsPartialPartialPartialPartial
Client portalPartialPartialPartial
Double-entry GL---
✓ includedPartial limited or add-on- not offered

These are our positioning claims based on each product’s primary published capabilities as of July 2026, competitors’ features change, so verify current specs before you decide. Product names are trademarks of their respective owners and imply no affiliation.

Full head-to-head:vs QuickBooks·vs GoHighLevel·vs HoneyBook·vs Notioncompare all →
Who it’s for

Built for anyone running more than one business

If “which entity is this for?” is a question you answer every day, this is your platform.

Agencies

Run every client as their own entity: separate books, separate branded invoices, one login for your whole team.

Holding companies

See the group P&L and every subsidiary's P&L side by side, without a month-end spreadsheet exercise.

Franchises

Give every location its own books and its own branded paperwork, and let head office look at one roll-up.

Fractional CFOs & bookkeepers

Serve every client from one seat. Switch entities in a click instead of switching logins and tools.

Resellers

White-label the whole platform, then provision each of your clients as their own branded, entity-isolated tenant.

And because projects, CRM, HR & payroll and accounting all live in the same platform, every entity gets the full back office, not just the books.

Stop running six back offices for six entities.

One platform, one login: every company keeps its own books and its own brand. Free to start, white-label when you’re ready.

Start freeLog in
No card required · Free up to 5 seats