Enjoy complimentary data migration when switching from your existing bookkeeper or CPA to Institution.
Institution
Multi-Entity Businesses

Separate entities. One coordinated record.

Each entity keeps its own books, close, and filings. Shared expenses route on a documented basis. Management sees the combined view without losing statutory separation.

Get startedRequest demo
Holding Co
Parent · Holding
In review
Ledger
Separate
Close
Named
Compliance
Entity
Reporting
Combined
OpCo · US
Operating · Delaware
Reconciled
Ledger
Separate
Close
Named
Compliance
Entity
Reporting
Combined
OpCo · UK
Operating · UK
Waiting on records
Ledger
Separate
Close
Named
Compliance
Entity
Reporting
Combined
Entity architecture

Parallel operating lanes, each with its own state.

Each entity carries an entity record, source status, close owner, compliance obligations, and reporting state. Lanes never collapse.

Holding entity
Group closer
Parent · Holding CoIn review
Source statusCollected
ComplianceOn calendar
ReportingEntity pack
CadenceMonthly
Operating entity
US closer
OpCo · US DelawareReady
Source statusCollected
ComplianceOn calendar
ReportingEntity pack
CadenceMonthly
Second operating entity
UK closer
OpCo · UK LtdWaiting on records
Source statusCollected
ComplianceOn calendar
ReportingEntity pack
CadenceMonthly
Shared expense routing

One expense enters. Every entity receives its share, documented.

Received
Shared software subscription
Supporting invoice retained
Allocation basis
Headcount, documented policy, reviewed each quarter.
Entity ledger
Holding Co
  • Allocation shareDocumented
  • Supporting recordLinked
  • ReviewComplete
Entity ledger
OpCo · US
  • Allocation shareDocumented
  • Supporting recordLinked
  • ReviewComplete
Entity ledger
OpCo · UK
  • Allocation shareDocumented
  • Supporting recordLinked
  • ReviewOpen
Intercompany review

Nothing eliminates itself silently.

Supported item
OpCo · US → Holding Co · management fee
  • Open questionBasis review timing
  • Required evidenceSigned policy memo
  • Responsible ownerController
  • Review conclusionNeeds review
Review activity
  • Bookkeeping raised intercompany posting
    Opened
  • Controller requested policy memo
    Pending
  • Client · Finance lead reviewing basis change
    In review
  • Institution will retain review record
    On conclusion
Close and combined view

Entity completion on one side. Management roll-up on the other.

Per entity
Holding CoComplete
OpCo · USComplete
OpCo · UKWaiting on records
Combined management view
Group reporting pack
  • Combined statementsManagement basis
  • IntercompanyReviewed and retained
  • Consolidated GAAPScoped separately
Records retained

Separate records, connected oversight.

RECORD 01
Entity responsibility matrix
Owner per entity per activity
RECORD 02
Multi-entity close calendar
Per-entity cutoffs, group review
RECORD 03
Shared-expense policy
Basis, review cadence, evidence
RECORD 04
Intercompany schedule
Review agenda and status
RECORD 05
Combined reporting pack
Management-view roll-up
Connected services

Services that respect entity boundaries.

Multi-Entity Operations
Input
Entity structure
Handoff
Lanes + combined view
Output
Group oversight
See entity lanes →
Bookkeeping & Close
Input
Entity records
Handoff
Per-entity close
Output
Entity ledger
Review the close workspace →
Compliance
Input
Entity obligations
Handoff
Owner + evidence
Output
Entity-specific record
See compliance path →
Accounts Payable
Input
Shared vendor bills
Handoff
Allocation + approvals
Output
Per-entity postings
See shared expense process →
Controller Support
Input
Group close
Handoff
Standing oversight
Output
Sign-off record
See controller review →
Financial Reporting
Input
Reviewed entities
Handoff
Roll-up + commentary
Output
Combined pack
Understand the reporting pack →
CFO Advisory
Input
Group record
Handoff
Scenario framing
Output
Decision context
Explore advisory context →
Tax Coordination
Input
Entity ledgers
Handoff
Evidence handoff
Output
Preparer packet
Follow the tax path →

Questions about coordinating multi-entity operations.

Selected question
Why do the books remain separate?

Each entity has its own statutory obligations, tax posture, and reporting boundary. Merging ledgers erases the very lines the entity structure exists to preserve.