Enjoy complimentary data migration when switching from your existing bookkeeper or CPA to Institution.
Institution
For multi-entity businesses

Separate books and deadlines, connected management view.

Every entity keeps its own records and compliance calendar. Management sees the connected picture without losing per-entity detail.

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Operating flow
  1. 1Entities
  2. 2Shared services
  3. 3Intercompany
  4. 4Separate closes
  5. 5Combined view

Where multi-entity teams start

Multi-Entity Operations
Entity records and shared services.
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Compliance
Separate compliance calendars per entity.
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Financial Reporting
Roll-up reporting with entity detail.
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FAQ

Frequently asked

  • Intercompany activity is documented, reviewed, and reconciled on cadence.