Real-time roll-up
Every approved entry on any entity flows straight into the group view. The consolidated P&L is never a month-old export — it is the live position across all six Vantage entities.
Why operators switch
The consolidated view spreadsheets pretend to give you.
Eliminations already applied
Intercompany revenue and expense net out automatically. The −$46,328 of intercompany activity in the Vantage group is eliminated before the number ever reaches your screen.
Drill down to any entity
Start at the group net income and drill into a single LLC, a single account, or a single transaction. The trail from consolidated number to source entry is one click deep.
No spreadsheet, no CPA hours
No exporting four files and stitching them in Excel. No paying by the hour for a consolidated statement that is stale the day it is delivered.
The product, feature by feature
Every multi-entity workflow, shown — not described.
These are the real product surfaces, populated with the Vantage Capital demo group: four LLCs and $1.73M in demo revenue. Entity-level surfaces are available today; intercompany automation and consolidation shown below are roadmap previews.
Roadmap preview: consolidated reporting
A planned consolidated P&L across all four entities.
This preview shows the intended group statement and elimination workflow. Consolidation is not presented as generally available today.
- Group revenue $2,009,800 across 6 LLCs
- Intercompany $46,328 eliminated automatically
- Group net income $699,960 · 35.7% margin
Invoices & A/R
Invoices and A/R aging, scoped to any entity.
Create, send and track invoices per entity — and see exactly what is owed and how late. The Vantage group has billed 44 invoices; FIRMA shows the open balance and aging at a glance.
- 44 invoices · $1,655,800 collected
- Per-entity client and invoice numbering
- A/R aging buckets, no spreadsheet required
Roadmap preview: native intercompany
Planned intercompany workflows with both sides linked.
This preview shows the intended paired-entry and elimination experience. Native intercompany automation remains on the roadmap.
- Both legs posted with one approval
- Eliminated automatically on consolidation
- 7 intercompany transactions · $46,328
Approval-first AI
AI drafts the entry. You approve before it posts.
FIRMA's AI categorizes bank-feed transactions and drafts journal entries — but nothing touches the ledger without a human sign-off. Every suggestion shows the proposed accounts and a confidence note.
- 100% of entries require approval before posting
- Bank-feed categorization with audit trail
- Reject, edit, or approve in one click
Expenses & bills
Expenses and bills (A/P) by category, by entity.
Track every bill and expense across the group. FIRMA breaks spend down by category — Payroll, Software, Insurance, Clinical Labor and more — and keeps the A/P balance current per entity.
- 102 expenses · $1,263,512 across 6 entities
- 13 vendor bills · $60,250 currently open
- Category and vendor rollups out of the box
Entity switcher
Switch entities — or see the whole group — in one click.
Every screen in FIRMA is entity-aware. Drill into the entities included in your plan from one login. Consolidated group views remain on the roadmap.
- 1, up to 5, or unlimited entities by tier
- Per-entity books today; consolidated roll-up on the roadmap
- No re-login, no separate company files
All panels use the Vantage Capital demo group — synthetic demo data. No real customer, financial, or personal identifiers are shown.