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Multi-entity financial management v1.0.0

Use this resource to track finances for several companies separately and combined

New

  • 560 downloads
  • 131 likes
  • 170 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install multi-entity-finance-tracking

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent isolates each entity's transactions by account, tag or category, produces separate summaries for comparison and exports each entity's data for your accountant. You get a consolidated view without mixed cash flows.

Mostly picked by

Updated November 2, 2026

Card for the “Multi-entity financial management” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: criteria for isolating entities
  • SKILL.md: per-entity summaries and accountant export

Good fit for

  • You run two or more companies and share some costs
  • You want to avoid cash commingling between entities

Not for

    Tags

    • multi-entity
    • consolidation
    • companies
    • bookkeeping

    About

    You say

    “Separate the cash flows of my two companies and give me a quarterly consolidated view.”

    Card for the “Multi-entity financial management” skill

    Skill published by openaccountant under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to track finances for several companies separately and combined
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md4.3 KB

    Origin and licence

    Listed unmodified

    Author
    openaccountant
    Source
    github.com/openaccountant/skills/tree/f5abe381f24b5b7d59f1d0b4a825b14494ff2034/business/multi-entity
    Licence
    MIT

    Notice

    « multi-entity » (openaccountant, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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