Multi-entity visibility
See every entity's position in one consolidated, real-time view.
Clean books and clear margins for every engagement
Multi-entity banking, partner approvals, and audit-ready records—so your firm runs as precisely as your advice.
Multi-entity
Every entity and engagement in one view
By role
Partner and manager approvals built in
Audit-ready
Complete records, exported on demand
Faster
Cleaner periods with less manual cleanup
Precision in the work deserves precision in the books
Consulting firms run multiple entities, partner approvals, and engagement-level costs—usually reconciled by hand across disconnected tools.
Run the firm with the rigor you sell.
Entities, approvals, and engagement costs on one surface—so close and audit start from clean data.
One operating view across every entity
Banking, approvals, and engagement-level activity connect—so the firm's numbers are always current and defensible.
Consolidated, multi-entity cash
Balances across every entity roll up to one live view—no logging into separate banks.
Partner approvals in the flow
Route sign-off by amount and role, captured with the payment instead of in email.
Audit-ready by default
Every transfer and config change is recorded and exportable the moment a review begins.
For firms that bill expertise
Operate multiple entities and engagements with control and clean records.
Partner approval matrices
Route approvals by amount, entity, and role to match how partners sign off.
Engagement-level activity
Code spend to engagements so margin and billing are clear by client.
Audit trails
A complete, immutable record of who did what, ready for review.
Live cash position
Reserves, distributions, and operating cash in one current view.
From entity setup to clean close
A calm path that keeps every entity reconciled and audit-ready.
1
Connect entities
Bring each entity and reserve into one structure and one view.
2
Set partner policies
Encode approval routing and spend rules across entities.
3
Operate and close cleanly
Reconcile continuously and export audit-ready periods on demand.
Built on the full Ora platform
Every capability here runs on the same premium operating system as banking, spend, payments, and intelligence.
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Run your firm on one defensible system
Join the waitlist for Ora—multi-entity banking, partner approvals, and audit-ready records on one platform.