Muli-entity & Consolidations

Learn how to connect multiple accounting entities and consolidate data in Pluvo

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Multi-entity is only available on Pluvo Advanced and Pluvo Enterprise Plans. Reach out to your account manager or [email protected] for more info.

If you haven't done so yet, connect your first accounting integration.

Once you've connected your accounting system, you may repeat the same steps to connect any additional entities you may have.

By default, your organization currency will be the company currency of the first accounting system you connect. You can change this later in your organization settings.

Filter Accounts by Entity

Once you have multiple accounts connected, a dropdown will become available on account pages allowing you to filter which entities' accounts are visible in the grid.

When multiple entities are visible at once, the auto-generated bar charts are hidden from teh account view. This is to reduce confusion when displaying accounts in currencies on a single chart.

Use Dashboards & Charts to combine accounts in different currencies on charts.

Report on Multiple Entities

When you add an additional accounting integration, Pluvo will auto-generate another set of financial statements. under the reporting tab.

To learn how to manage or edit these reports, visit Reports or Report templates: The 3-Statement Model

Accounts from different entities can be easily combined on reports or charts, and may be referenced in any formula in metrics, drivers, or forecasts.