Problem
Managing loans between entities requires manual journal entries in every company file
Solution
FIRMA records the intercompany transaction once - it posts to both entities automatically
Feature deep dive
Track advances between parent and subsidiary entities. FIRMA records the receivable and payable simultaneously, keeping both ledgers in balance.
See profit and loss across all entities on one screen. Intercompany revenue is automatically eliminated. No spreadsheet required.
Shared services, rent, insurance - allocate across entities using templates. One approval posts to all entities at once.
Each entity has its own access controls. Your accountant can see Entity A but not Entity B. Client Zero - always.
The product, feature by feature
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
This preview shows the intended group statement and elimination workflow. Consolidation is not presented as generally available today.
Invoices & A/R
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.
Roadmap preview: native intercompany
This preview shows the intended paired-entry and elimination experience. Native intercompany automation remains on the roadmap.
Approval-first AI
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.
Expenses & bills
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.
Entity switcher
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.
All panels use the Vantage Capital demo group — synthetic demo data. No real customer, financial, or personal identifiers are shown.
See the real product
Real screenshots from the product LUCA runs its own multi-entity books on today — one login across every entity, approval-first.