Every entity in one live 13-week forecast, with per-entity drill-down when the board asks.
Each entity keeps its bank. That is how the portals multiply.
Chase, Wells, and a regional you can barely find.
Intercompany transfers inflate inflows. The rollup is stale by Monday.
Two days rebuilding it, wondering which snapshot is already stale.
About two minutes a bank, read-only, including the regionals.
A transfer between two connected banks is flagged, not counted twice.
Every property LLC in one 13-week forecast, with distributable cash per property.
Per property: what is actually distributable, after debt service and reserves. You decide the distribution; we don’t move money.
Your property software runs operations. We run the money layer above it.
Rent collections and mortgage debits categorize themselves. One-click Excel for the LPs.
You already have a rollup that took years to refine. Upload it.
Each entity tab becomes its own brand, auto-filled every week.
Your Holdco sheet stays exactly as built. Your formulas keep working.
Push our actuals back into your workbook. One click.
“Bank account consolidation, dynamic reporting, data visualization and forecasting that your bank can’t offer.”
Matt Picciano · CFO, Bonney Plumbing (home services) · Read the full story
Unlimited entities. Each entity is one company at $299/mo (the holdco, the opco, each subsidiary), all consolidated on one dashboard. Unlimited banks per entity, unlimited team members, never billed per bank or per seat. Each bank is a separate Plaid connection; entity tagging happens inside the portal.
Yes. You tag each bank with its entity. The dashboard shows your consolidated cash position plus a per-entity breakdown. The 13-week forecast rolls up across the portfolio; drill into any single entity in one click.
When a transfer moves between two banks both connected to your account, it's flagged as an internal movement so consolidated inflow/outflow metrics don't double-count. You still see the transfer on each entity's side; the roll-up just nets it out.
Plaid supports 10,000+ financial institutions across the US and Canada, including the long tail of regional and community banks where most acquired-entity accounts live. If a specific bank isn't supported, we can't pull that entity's balance today; check your institutions before you sign up.
Shared access is on the short-term roadmap. Today, the holdco CFO or controller holds the primary account; subsidiary finance teams can view exports or join via read-only access while we finalize per-entity role permissions.
Connect every bank across every entity. $299/mo per company, 90-day free trial.