Multi-entity accounting for investors

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

Stop reconciling spreadsheets across LLCs. Real financial statements for every business—from one login.

One login, all your businessesDouble-entry accuracy built inInvestor-grade reports on demandCollaborate with your team & CPA

Separate books. Connected ownership. Finally visible.

Each business keeps its own books. The ownership map shows how they connect. You're growing for a reason—your books should keep up.

This is two. Imagine yours.

Your structure is unique. Your books should be too.

Whether it's two rental LLCs or a family of funds, every entity gets the same rigorous foundation.

Your LLCs, organized

Individual Investors

You set up multiple LLCs for a reason. Your books should reflect that—separate, complete, and always current.

Shared wealth, separate books

Family Offices

Separate books per entity, shared access for the family. Your advisor sees everything. Your kids see what you decide.

Built for scrutiny

Small Funds

Entity-level books that survive an audit. Contributions, draws, and distributions all journaled with double-entry precision.

What your books look like when the tools are right.

The foundation: double-entry books per entity, role-based access for your team, and standard financial statements on demand.

Multi-Entity in One Account

Separate books per entity. One login. Each business is independent—its own accounts, its own journal, its own statements.

Double-Entry Accounting

Chart of accounts, general ledger, journal entries. Books that survive scrutiny.

Standard Financial Reports

Three standard statements, always current. Pick an entity, pick a period, get the numbers.

Multi-User Management

Four roles. Your CPA, your partner, your bookkeeper—each gets in, none gets too far.

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

Works with the AI tools you already use

Connect Twin Owls to assistants through the Model Context Protocol—ask questions, explore your books, and stay inside your normal sign-in flow.

Standard MCP

Add our MCP server URL in Claude, Cursor, or any compatible app—same protocol, no custom plugins required.

Secure access

Sign in when your assistant prompts you. Authentication stays on our side; your session stays under your control.

Your books, query-ready

Work with your entities, chart of accounts, and journal activity through tools designed for real accounting data.

Three steps to clarity

From first entity to first Balance Sheet—faster than you'd expect.

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.

Frequently Asked Questions

From investors getting started.

Each business you create is fully independent: its own accounts, transactions, and reports. Switch between them in one click. Cross-business ownership is tracked in the ownership diagram.

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.

You built the portfolio. Now build the books to match.

Start free. No credit card. Your first Balance Sheet is minutes away.

Get Started Free

Questions? [email protected]