Oil Market Intelligence
Price data meets news, weather and policy signals.
View case
Multi Company Finance Workspace
One private view across multiple companies.
The challenge
Owners running several companies had accounts, cash, tax and documents spread across separate systems and advisors, so the group's true position and cash plan were never in one place.
What we built
A private financial workspace that brings accounting, cash management, forecasting, profitability, tax and reporting together, while keeping each company's records, access and documents separate. Owners get one consolidated view without mixing the books.
The AI layer
- Planned: plain-language explanations of financial trends.
- Planned: flags on unusual transactions for review.
- Planned: cash flow scenario analysis across companies.
How it works
The workflow, step by step.
- 01Company records maintained
- 02Cash positions consolidated
- 03Forecast updated
- 04Profitability and tax reviewed
- 05Owner dashboard
Architecture
How the pieces connect.
Inputs
- Each company's books
- Bank balances
- Tax records
- Documents
The system
- Entity-separated books
- Cash management
- Forecasting
- Profitability
- Tax & reporting
- Access & document vault
Planned AI
- Plain-language explanations of financial trends
- Flags on unusual transactions for review
- Cash flow scenario analysis across companies
People
- Owner
- Finance manager
- Advisor
Outputs
- Group cash view
- Forecasts
- Entity reports
Functional architecture. Integrations and hosting are tailored to each client's environment.
Modules
Everything in one system.
01Entity-separated books
Each company keeps its own records inside one workspace.
02Cash management
Balances and cash positions across companies.
03Forecasting
Forward views of cash and performance.
04Profitability
Margin and profit by company.
05Tax & reporting
Tax and financial reporting per entity.
06Access & document vault
Access controls and secure document storage.
Interface preview
What your team would see.
Illustrative interface · sample data
Who uses it
Built around real roles.
Owner
Sees the whole group in one place.
Finance manager
Maintains each company's records.
Advisor
Gets scoped access to the companies they support.
An owner with four companies opens one screen on Monday morning: cash across every entity, next month's forecast, and which company is carrying the group's margin, while each company's books stay separate.
Build your version
Start here, extend further.
Capabilities we can build on this foundation for your version of the system.
- Intercompany eliminations and group consolidation
- Bank feed integrations for automatic reconciliation
- Board-ready monthly report packs
- Covenant and cash runway monitoring with alerts
- Natural-language questions over the group's financials
Questions
What clients ask us.
Are the companies' records kept separate?
Yes. Each company has its own records, access controls and documents, with a consolidated view on top.
Can our accountant or advisor get access?
Yes. Access can be granted per company, so each advisor sees only what they need.
Can you build a version of this for our business?
Yes. Every system starts with a discovery conversation about your workflow, data and goals, and we adapt the design to fit. Most engagements produce a working, testable system within a few weeks to a couple of months, depending on scope.
Can it integrate with the systems we already use?
Integration with existing tools such as ERPs, accounting packages, databases and document stores is scoped during discovery, so the system fits around how you already work.
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