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. These screens are owner/admin-only; sign in as an owner or admin.

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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. Open Settings → Companies. Each company card shows its base currency, fiscal-year start, and accounting method, with Edit and delete actions.

The Companies settings page listing the organization's companies, each with currency, fiscal-year start, and accounting method, plus an Add Company button.

2. Click Add Company and fill in the details:

Field	Description
Country	Determines tax/locale defaults
Company Name	Legal business name
Base Currency	Primary operating currency
Fiscal Year Start Date	First day of the fiscal year
Accounting Method	Accrual or Cash
Timezone	Used for timestamps and reporting cut-offs

3. Click Create Company.

The Create Company form with Country, Company Name, Base Currency, Fiscal Year Start Date, Accounting Method, and Timezone fields.

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Step 3: Configure Company Settings

1. On Settings → Companies, click the Edit (pencil) icon on a company card.
2. The Edit Company page is grouped into:
   • Company Details — Country, Company Name, Base Currency, Fiscal Year Start Date, Accounting Method, Timezone
   • Tax Identifiers — tax registration numbers for the company
   • Report Preferences — e.g., the default zero display in reports
3. Click Update Company to save.

The Edit Company page showing the Company Details section, with a note that base currency cannot be changed after transactions are recorded.

Note: the Base Currency cannot be changed after transactions have been recorded, so choose it carefully when you create the company.

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Step 4: Invite Users to the Company

1. Go to Settings → Team Members. The page lists Active Members with their roles and any Pending Invitations.
2. Click Invite User, enter the user's Email Address, and choose a Role — Admin, Accountant, Bookkeeper, or Viewer.
3. Click Send Invite.

The Invite User dialog over the Team Members list, with an Email Address field and a Role selector, plus the existing members and their role badges.

Roles: the full hierarchy is owner > admin > accountant > bookkeeper > viewer > employee. Owner belongs to whoever created the organization and isn't an invite option; the invite dialog offers Admin, Accountant, Bookkeeper, and Viewer. You can change a member's role from the dropdown next to their name.

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Step 5: Switch Between Companies

Use the company switcher at the top-left of the sidebar to move between companies:

• The current company name (and plan) is shown at the top
• Click to see every company 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

Consolidated reporting lives in its own set of routes under Reports → Consolidated (e.g., /reports/consolidated/trial-balance) — you don't toggle it on a single-company report. Each consolidated report works the same way:

1. Open the consolidated report you want (Trial Balance, Balance Sheet, Profit & Loss, or Cash Flow).
2. Select at least two companies in the company picker.
3. Set the As of date and the reporting Currency, and optionally turn on Include Eliminations to net out intercompany activity.
4. Click Generate.

The Consolidated Trial Balance page with a company picker, As-of date, Currency selector, an Include Eliminations toggle, and a Generate button.

Available Consolidated Reports

Report	What it combines
Trial Balance	Combined trial balance across companies
Balance Sheet	Assets, liabilities, and equity combined
Profit & Loss	Revenue and expenses combined by account
Cash Flow	Cash movements across all companies
Intercompany	Intercompany activity and eliminations

Consolidation requires two or more companies — the report won't generate for a single company.

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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
No Add Company button	Company creation is owner/admin-only — sign in with an Owner/Admin account
User cannot see a company	Invite them under Settings → Team Members
Consolidated report won't generate	Select at least two companies, then click Generate
Consolidated report shows wrong amounts	Verify base currencies, exchange rates, and Include Eliminations

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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
• Run the Consolidated reports under Reports → Consolidated across your companies
• Invite your team with appropriate roles per company under Settings → Team Members