On this page
Why month-end takes so long
Step 1 — Connect every account
One login, every entity
Finance teams running more than one company used to juggle logins and exports. Now every subsidiary sits behind one account, with a switcher in the sidebar.
Shared approval rules
Write a policy once and apply it across entities, or override it where local rules differ.
Rina Patel · Group Controller, Halcyon
Consolidated reporting
See group cash at a glance, then drill into any entity without changing screens.
Getting started
Add an entity from Settings
Invite its approvers
Choose which policies it inherits
💡
Tip: migrate your smallest entity first and use it as a template for the rest.
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