Can reporting still stay understandable as the structure grows?

That is a key goal. NewLedger aims to preserve visibility by entity, project, customer, and other dimensions so growth does not automatically push reporting back into spreadsheets.

How do permissions fit into multi-entity work?

Role-aware access becomes more important as more teams touch the accounting workflow. NewLedger is designed to help finance leaders control who sees and edits what.

Is there partnership support for accounting firms or multi-entity rollouts?

Yes. Accounting firms and multi-entity groups can talk to the partnerships team about rollout support, migration help, and commercial terms. See the accountants page for the firm program.

Do you offer multi-entity pricing or bundled discounts?

Yes. Teams rolling out across multiple entities, and firms managing multiple books, can ask about bundled pricing, rollout discounts, and scoped commercial terms based on structure and volume.

Multi-entity accounting

Multi-entity accounting software for growing finance teams

NewLedger helps growing operators keep entities, projects, customers, accounts, permissions, and reporting structures organized as the business becomes more complex.

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Entity control

Cleaner visibility across books, segments, and review workflows.

Live workspace

Multi-entity accounting software for growing finance teams

Organized entity structure

Keep accounting activity separated where it should be and visible where leadership needs consolidation context.

Segment-level reporting

Track performance by customer, project, team, department, entity, or accounting dimension.

Controlled collaboration

Give teams access to the accounting areas they need while preserving visibility for finance leaders.

See the workflow

See how the workflow works in practice

Each feature page should show the real working surface, the controls around it, and the accounting outcome it drives.

Workspace switching

Move between entities quickly without losing context

Multi-entity work is not just about structure. Finance teams and accounting firms need to switch between companies, books, and workflows quickly while staying oriented inside the same environment.

Switch between entities faster during day-to-day finance work
Stay in the same operating environment instead of opening separate systems
Keep collaboration cleaner as more companies share one finance team

Entity setup

Add new companies with cleaner structure from the start

As operations expand, the setup step matters. NewLedger helps teams add companies and define structure in a way that keeps the accounting workspace easier to manage later.

Bring new entities into the workspace without ad hoc setup work
Create cleaner foundations for reporting and team access
Support growth without making the structure harder to explain

NewLedger multi-entity workspace overview

Shared workspace

Keep multiple entities visible in one finance workspace

See the wider operating picture without losing entity-level clarity. NewLedger gives finance teams a shared workspace that still respects how different companies and books need to be managed.

Work across more than one entity without jumping between disconnected tools
Keep entity context visible while preserving leadership oversight
Reduce spreadsheet stitching across parallel finance operations

Why it matters

Built for accounting work that needs proof, not promises

The workflow should hold up under review, stay connected to the record, and reduce cleanup when finance needs answers quickly.

01
Entity and segment visibility
02
Project and customer reporting
03
Role-aware finance collaboration
04
Partnership support available for accounting firms and multi-entity rollouts

Feature FAQs

Questions finance teams ask before switching workflows

Evaluate fit before rollout by checking how the workflow connects to records, controls, and reporting.

Yes. The feature is positioned for teams that need cleaner separation, clearer visibility, and more controlled collaboration as entities or reporting layers expand.

Explore related workflows

Build the workflow around this capability.

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Handle global activity with multi-currency accounting

Support more complex entity structures when billing and spend happen across currencies too.

Keep reporting readable across books and segments

Give leadership clearer visibility across entities without rebuilding the story manually.

Strengthen collaboration and review across larger teams

Pair organizational complexity with approvals, permissions, and audit context that scale.

Need a firm-led or multi-entity rollout?

Accounting firms and complex groups can talk to partnerships about rollout support and commercial terms.

Next step

Plan your migration or review plans first

Bring invoicing, bookkeeping, approvals, and reporting into one audit-ready workspace — with guided migration planning before your team changes daily workflow.

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Ledger

Double-entry by design

Controls

Approvals & audit trail

Migration

Xero · QB · Zoho

Migration planning