Multi-entity accounting software for firms whose clients own several companies

Each company in a group keeps its own books, yet the owner thinks about the group as a whole. When the companies sit in unrelated systems, simple questions such as how much cash the group holds or how one business funded another take far longer than they should. Multi-entity support keeps the companies organized side by side in one branded environment.

For your staff, that means moving between related companies without changing logins or learning different setups. Categorization, reconciliation, invoicing, bills and reports work the same way in each, and every company appears in the firm console with its own close status and items waiting. Intercompany questions become quicker to answer when both sides of a transaction are a click apart.

Only the higher HelloBooks plans include multi-entity support. When you onboard a client with several companies, you place them on a plan that includes it. Your firm pays that plan at a firm discount, as with every client plan, and bills the client at a price that reflects the extra work a group engagement involves.

Many firms treat group clients as their top service tier. The fee covers several sets of books, the software they live in and the advisory time that comes with a more complex structure. Because pricing sits with your firm, you can shape that tier around the clients you actually serve.

Group owners are often the clients most exposed to other advisers and to sales pitches from software vendors. Serving them in software that carries your firm’s app name, logo and sign-in page reinforces that your practice runs their finances and deserves the larger fee a group engagement commands. Reports for each company come out on your document templates, keeping a consistent standard across the group.

Your firm owns the data for every company in the group and can export it any time, one company at a time or all together. That matters for owners who may later sell one business or bring in an investor, because the records you have kept are readily available to support those conversations.

One flat license covers your brand, unlimited staff and the firm console. Your clients stay on published HelloBooks plans, and your firm gets 20% off each one. Founding firms go live first on a firm subdomain; your own domain and email from your domain follow at full launch.