Multi-Entity Hierarchies

Organize and manage complex entity trees across subsidiaries and parent companies.

Used by:

CFO

Controller

Relevant for

Simplify Complex Organizational Management

Hierarchical structures make it easy to navigate large groups of subsidiaries and parent companies, ensuring data is organized in a way that reflects how the business actually operates.

Enable Clear, Consolidated Visibility

Grouping entities into logical tiers provides a unified view of cash, activity, and performance across the entire organization without losing the detail of individual entities.

Strengthen Governance and Controls

Defined entity layers help apply permissions, approvals, and reporting rules consistently across the organization, reducing risk and improving oversight.

Multi-Entity Hierarchies organize subsidiaries into clear parent child structures, aligning cash visibility, reporting, permissions, and workflows with how the business actually operates across entities.

Build and manage parent child entity hierarchies that match structure

View cash and transactions at consolidated or entity level for analysis

Apply rule based controls using entity position within the hierarchy

How teams use this feature

Organize and manage complex entity trees across subsidiaries and parent companies.

Managing Regional or Subsidiary Cash Operations

Teams can view and control cash activity at the subsidiary level while still maintaining a consolidated view at the regional or global parent level.

Entity-Specific Reporting & Analysis

Finance teams can drill into performance for individual business units, comparing entities or grouping them for segment-level insights.

Applying Governance at Scale

Organizations can enforce consistent approval workflows, access permissions, and financial controls across dozens of entities by leveraging the hierarchical structure.