Multi-Company Setup

Reading time: 8 minutes

Create multiple companies within your Atlas organization and generate consolidated reports. By the end of this tutorial you will have two or more companies with independent books and a consolidated view across all of them.

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Prerequisites

• An Atlas account with Owner or Admin role
• Business details for each company (name, tax ID, base currency)

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Step 1: Understand the Atlas Multi-Tenant Model

Atlas uses a three-level hierarchy:

Level	Description
Organization	Your top-level account — billing, users, and settings
Company	An independent set of books — its own COA, transactions, and reports
User	A person with role-based access to one or more companies

Each company has completely isolated data enforced at the database level. Users can be granted different roles in different companies.

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Step 2: Create a New Company

1. Click the company switcher in the top-left corner of the sidebar
2. Click Create New Company
3. Fill in the details:

Field	Description
Company Name	Legal business name
Base Currency	Primary operating currency
Fiscal Year Start	First month of fiscal year (default: January)
Tax ID	EIN, VAT number, or equivalent
Industry	Used for default Chart of Accounts template

4. Click Create

Atlas generates a default Chart of Accounts based on the selected industry. You can customize it later.

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Step 3: Configure Company Settings

For each new company:

1. Switch to the company using the company switcher
2. Navigate to Settings > Company
3. Configure:
   • Address — used on invoices and official documents
   • Logo — appears on invoices and reports
   • Payment Terms — default terms for new invoices
   • Invoice Numbering — prefix and starting number
   • Multi-Currency — enable if the company transacts in multiple currencies

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Step 4: Invite Users to the Company

1. Go to Settings > Team
2. Click Invite User
3. Enter the user's email
4. Select their role for this company:

Role	Access Level
Owner	Full access including billing and company deletion
Admin	Full access except billing
Accountant	Full accounting access, can close periods
Bookkeeper	Day-to-day transaction entry, cannot close periods
Viewer	Read-only access to all data
Employee	Self-service only (paystubs, expense reports)

5. Click Send Invitation

Tip: A user can have different roles in different companies. For example, an accountant might be an Admin in one company and a Viewer in another.

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Step 5: Switch Between Companies

Use the company switcher in the sidebar to move between companies:

• Your current company name and role are shown at the top
• Click to see all companies you have access to
• Switching is instant — no logout required
• Each company has its own dashboard, transactions, and reports

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Step 6: Run Consolidated Reports

To see combined financials across all companies:

1. Navigate to Reports in any company
2. Select a report (e.g., Profit & Loss, Balance Sheet)
3. Toggle Consolidated at the top of the report
4. Select which companies to include
5. Atlas combines the data with:
   • Currency conversion for multi-currency companies
   • Elimination of intercompany transactions (if configured)
   • Separate columns per company plus a consolidated total

Available Consolidated Reports

Report	Consolidation Type
Profit & Loss	Revenue and expenses combined by account
Balance Sheet	Assets, liabilities, and equity combined
Cash Flow	Cash movements across all companies
Trial Balance	Combined trial balance with company columns

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Intercompany Transactions

If your companies transact with each other:

1. Record the transaction in both companies using journal entries
2. Use designated intercompany accounts (e.g., "Due To/From [Company Name]")
3. These are automatically eliminated in consolidated reports

Best practice: Create matching intercompany receivable and payable accounts in each company's Chart of Accounts for clean elimination.

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Troubleshooting

Issue	Solution
Cannot create a new company	Ensure you have Owner or Admin role
User cannot see a company	Check that they have been invited to that company
Consolidated report shows wrong amounts	Verify base currencies and exchange rates
Cannot switch companies	Refresh the page or log out and back in

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Related Guides

• RBAC & Permissions — managing roles across companies
• Multi-Currency — handling foreign currency in multi-company setups
• Reports & Analytics — consolidated reporting options

What's Next

After setting up multiple companies:

• Configure intercompany accounts for transactions between entities
• Set up consolidated report templates for recurring use
• Invite your team with appropriate roles per company