# Multi Entity

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- **Type:** Skill
- **Install:** `agentstack add skill-openaccountant-skills-multi-entity`
- **Verified:** Yes — security-reviewed for prompt injection and unsafe behavior
- **Seller:** [openaccountant](https://agentstack.voostack.com/s/openaccountant)
- **Installs:** 0
- **Category:** [Agent Skills](https://agentstack.voostack.com/c/agent-skills)
- **Latest version:** 0.1.0
- **License:** MIT
- **Upstream author:** [openaccountant](https://github.com/openaccountant)
- **Source:** https://github.com/openaccountant/skills/tree/main/business/multi-entity

## Install

```sh
agentstack add skill-openaccountant-skills-multi-entity
```

Requires the [AgentStack CLI](https://agentstack.voostack.com/docs/cli). Works with Claude Code, Cursor, and any MCP-compatible agent.

## About

# Multi-Entity Financial Management

## Overview
Track and report on finances across multiple businesses, LLCs, or legal entities from a single view. Prevents commingling, generates per-entity reports, and provides a consolidated overview.

## Wilson Tools Used
- `transaction_search` — query transactions filtered by entity (using account, tag, or category prefix) to isolate each business
- `spending_summary` — generate per-entity spending summaries for comparison
- `export_transactions` — export entity-specific transaction sets for accountants or tax filing

## Workflow
1. Ask the user to define their entities and how they are separated (separate bank accounts, category prefixes, tags, or description patterns).
2. For each entity, use `transaction_search` with the appropriate filter:
   - By account: search transactions from the specific bank account
   - By tag/prefix: search for transactions tagged or prefixed with the entity name (e.g., "LLC1:" or "rental:")
3. Use `spending_summary` for each entity over the same period.
4. Generate per-entity P&L summaries plus a consolidated view:

```
MULTI-ENTITY SUMMARY — [Period]
═══════════════════════════════════════════════════════
                    Entity A    Entity B    Consolidated
                    (Consulting) (SaaS)
───────────────────────────────────────────────────────
Revenue              $45,000     $22,000       $67,000
Expenses            ($28,000)   ($18,000)     ($46,000)
Net Income           $17,000      $4,000       $21,000
Net Margin             37.8%       18.2%         31.3%

Cash Balance         $32,000     $14,000       $46,000
───────────────────────────────────────────────────────
Inter-Entity Transfers: $2,500 (A → B)
═══════════════════════════════════════════════════════
```

5. Flag any inter-entity transfers (payments between your own accounts/entities) and exclude them from revenue and expense totals to avoid double-counting.
6. Use `export_transactions` to create separate CSV files per entity for tax preparation.
7. Alert on commingling: flag personal expenses in business accounts or business expenses in personal accounts.

## Without Wilson
1. If each entity has a separate bank account (recommended), export each account's transactions as a separate CSV file.
2. If entities share a bank account (not recommended but common), export all transactions and add an "Entity" column. Tag each transaction manually.
3. Create separate spreadsheet tabs per entity. For each: pivot by category, sum income and expenses.
4. For the consolidated view, create a summary tab that references each entity tab: `=EntityA!TotalRevenue + EntityB!TotalRevenue`.
5. Track inter-entity transfers: search for transfers between your accounts. Mark these as "Transfer" category and exclude from income/expense totals.
6. For tax filing, each entity files separately. LLCs file Schedule C (single-member) or Form 1065 (multi-member). S-corps file Form 1120-S. Keep transaction exports separated by EIN.
7. Use separate QuickBooks files or Xero organizations per entity. QBO allows up to 25 companies per subscription.

## Important Notes
- Separate bank accounts per entity is strongly recommended. Commingling funds can pierce the corporate veil and remove liability protection.
- Inter-entity transactions (loans, payments, shared expenses) must be tracked carefully. They are not income or expenses — they are transfers.
- If one entity pays a shared expense (e.g., office rent), split it proportionally and record an inter-entity receivable/payable.
- Each entity should have its own EIN. Do not use one EIN for multiple entities.
- Consult a CPA for multi-entity tax strategy. Entity structure (LLC, S-corp, C-corp) significantly affects tax liability.

## Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

- **Author:** [openaccountant](https://github.com/openaccountant)
- **Source:** [openaccountant/skills](https://github.com/openaccountant/skills)
- **License:** MIT

Install and usage instructions live in the source repository linked above.

## Pricing

- **Free** — Free

## Security capabilities

Automated source analysis of v0.1.0 — what this tool can access:

- **Network access:** no
- **Filesystem access:** no
- **Shell / process execution:** no
- **Environment & secrets:** no
- **Dynamic code execution:** no

*"Yes" means the capability is present in the source — more access means more to trust, not that it is unsafe.*


## Versions

- **0.1.0** — security scan: passed — Imported from the upstream source.

## Links

- Listing page: https://agentstack.voostack.com/l/skill-openaccountant-skills-multi-entity
- Seller: https://agentstack.voostack.com/s/openaccountant
- Browse the marketplace: https://agentstack.voostack.com/browse

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