Multi-entity accounting for investors

One account.
All your entities.
No more spreadsheet chaos.

Stop reconciling spreadsheets across LLCs. Get Balance Sheet, P&L, and Cash Flow for every entity in one place.

All entities, one platformDouble-entry accuracy built inInvestor-grade reports on demandCollaborate with your team & CPA

Everything you need for professional accounting

No compromises on accounting principles. All the features investors need in one platform.

Multi-Entity in One Account

Create, switch, and consolidate entities without logging out. Perfect for investors managing multiple holdings.

Double-Entry Accounting

True debits and credits with chart of accounts, journals, and ledgers. No shortcuts, just proper accounting.

Standard Financial Reports

Balance Sheet, Profit & Loss, and Cash Flow statements available year-to-date or for any year.

Multi-User Management

Invite team members, set roles and permissions, with complete audit trails for accountability.

Three steps to clarity

Get started with professional accounting in three simple steps.

01

Add entities & users

Create your investment entities and invite team members with appropriate permissions.

02

Record transactions (double-entry)

Enter transactions using proper double-entry bookkeeping with automated journal entries.

03

Generate reports (YTD or by year)

Access professional financial statements instantly, filtered by entity and time period.

Standard financials, on demand

Balance Sheet, Profit & Loss, and Cash Flow by year or year-to-date.

Assets

Cash and Cash Equivalents$125,000
Investment Securities$850,000
Accounts Receivable$15,000
Total Assets$990,000

Liabilities

Accounts Payable$5,000
Accrued Expenses$8,000
Total Liabilities$13,000

Equity

Retained Earnings$977,000
Total Equity$977,000

Designed for the way investors work

Whether you're managing personal investments or running a fund, Twin Owls App scales with your needs.

Personal portfolios

Individual Investors

Manage multiple investment entities with professional-grade accounting tools.

Multi-generational

Family Offices

Consolidate family investments across entities with multi-user collaboration.

Institutional grade

Small Funds

Professional fund accounting with entity separation and audit trails.

Frequently Asked Questions

Everything you need to know about Twin Owls App.

You can create multiple investment entities under one account. Switch between them instantly without logging out, and consolidate reports across entities when needed.

Balance Sheet, Profit & Loss, and Cash Flow statements are all included. Reports can be generated year-to-date or for any specific year.

Your data remains accessible for export. Contact [email protected] for assistance with data export before cancellation.

All data is encrypted in transit and at rest. We use industry-standard security practices with role-based access controls and complete audit trails.

Yes. Invite team members with four permission levels: admin, accountant, editor, and viewer. Each role has carefully scoped access to protect sensitive financial data.

Yes. All financial reports can be exported to CSV for further analysis or PDF for professional sharing with stakeholders and tax advisors.

Ready to get started?

Join investors who trust Twin Owls App for professional multi-entity accounting.

Get Started Free

Questions? [email protected]