An LLC for the consulting work, an LLC for the rental, another for the side business — Trailing Paper handles all of them. Unlimited companies, one subscription, intercompany invoicing built in.
A parent LLC that owns multiple operating entities. See enterprise-wide cash position, bill subsidiaries with intercompany invoices, allocate management fees programmatically.
Each property in its own LLC for liability protection? Track rent, expenses, and net income per property — and roll up to enterprise-level totals for tax season.
Run 5 locations as separate entities? See same-store revenue trends, share a chart of accounts, give each manager scoped access to their own location only.
Brand agency on one entity, video studio on another, consulting on a third. Bill clients from the right entity, share customers across all, accountant sees everything.
Family office or investment SPV with multiple portfolio companies? Track cash and AR/AP across the portfolio, generate consolidated reports for stakeholders.
Manage 20 client books from one login? CPAs get scoped access to each client without separate logins or ProAdvisor subscriptions.
Total Enterprise Value at the top. Per-company cards underneath. KPI grid for cash, AR, AP, revenue, expenses, profit, and tax — across every entity, refreshed in real time.
The top of the dashboard shows your total enterprise value: cash across every connected bank, plus everything customers owe you (AR), minus everything you owe vendors (AP). Updated the moment a payment posts or a bill is paid. Snapshot timestamp shown so you know when the data was pulled.
Below the hero, a horizontal grid of company cards — each showing its logo, name, net worth (cash + AR − AP), and a small attention badge if there's overdue AR or a Plaid item that needs reconnecting. Click any card to switch context to that company's dashboard.
The big chart in the middle of the dashboard rolls up every company's revenue, expenses, and profit into a single trend. See whether your enterprise as a whole is growing — without flipping between company-specific reports.
Holding company bills the operating company a management fee. The studio rents office space from the property LLC. Brand new feature most accounting tools don't even support — and we made it as simple as picking from a dropdown.
When creating an invoice, if you have access to multiple companies you'll see a "Bill another company on your account" dropdown. Pick one, fill in your line items, send. Behind the scenes:
Each user can be scoped to specific companies and limited to specific roles. Your CPA gets read access to all books. Your studio manager only sees the studio. Your bookkeeper can post entries but not change billing.
Most accounting tools force you into a separate subscription per company. Here's what 5 entities cost on QuickBooks Online vs Trailing Paper.
Sign up once, add as many companies as you need. No per-entity fees. No per-user fees. One subscription.
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