MULTI-ENTITY MANAGEMENT
Handle all your entities in one place
- See a holistic view of accounting, finances, reporting, and more across your business
- Manage multiple entities, users, locations, and subsidiaries from a single sign-in, and switch seamlessly from a single drop-down menu
- Control access to financial and business data with granular permissions, and delegate tasks to ensure users see only what’s necessary
- Standardize your chart of accounts and dimensions. Updates to your shared chart of accounts or shared lists are automatically applied to all relevant entities

INTERCOMPANY TRANSACTIONS
Streamline operations between your companies
- Allocate intercompany transactions and automate allocations from your bank feed, checks, bills, expense forms, or with intercompany journal entries
- Get dollar amounts calculated for you when you enter percentages for allocations
- With accounts mapped during setup, your debits and credits are handled automatically
- Invoice other entities to appear as bills, which become linked transactions that flow into consolidated reports

MULTI-ENTITY HUB
Get insights fast from a singular real-time view
- Evaluate your entire portfolio’s financial metrics and KPIs in one consolidated dashboard
- See a holistic picture of intercompany debits and credits without having to navigate to each entity
- Monitor sales, expenses, P&L, and AR/AP across entities
- Filter what you see by entity or time period and use shortcuts to access reports and support resources

CONSOLIDATED REPORTING
See comprehensive reports across entities
- Create reports from the entities you select, and save customized views for quick access
- Compare multiple entities side-by-side with fixed columns for Description, Elimination, and Total
- Get consolidated balance sheets, cash flow and P&L statements, aging summary and detail reports for AP/AR, and more
- Configure consolidated reports by shared, cross-entity lists for chart of accounts or dimensions, and drill down to the transaction level from multi-entity summary reports

Multi-entity in action
With multiple locations across states, Jason Corby’s business HFMM Legacy Group is elevated by Intuit Enterprise Suite’s multi-entity management capabilities.

Elaine Savell
Controller, Give Services
Jason Corby
Founder, HFMM Legacy Group
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