Every entity's books. One team, one workspace.

• One address for every entity

  Connect each entity's QuickBooks or Xero once. Your team works in all of them from Claude, ChatGPT or another MCP app, at one DeepLedger address, signed in as themselves, with read-only or read and write access. Each entity's books stay in its own ledger.

• One workspace for people and AI agents

  Tasks, reviewers and the Work view are shared by the team and its AI agents. Owners and admins see every entity; everyone else sees the ones they are assigned.

• Group rules, entity rules

  The Firm AI Brain holds the procedures and accounting policies for every entity. Each entity's AI Brain adds its own rules, and where they differ, the entity's rule wins. Skills come with a copy per entity.

• Review, close and audit per entity

  Each entity has its own tasks and reviewers, its own month-end close signed off by an owner or admin, and its own Audit history of every AI agent tool call.

1. 1

   Month-end close across entities

   Example prompt: “Run last month's month-end close checklist for Harbour Cafe, then for Harbour Catering.”

   • The AI agent works each entity's checklist and gathers the evidence.
   • The Work view shows the month's open tasks across your entities.
   • An owner or admin signs off each entity's close on its own.
2. 2

   One coding policy in every entity

   Example prompt: “Read the Firm AI Brain and Harbour Catering's AI Brain, then code last week's bank transactions.”

   • Write the accounting policies once in the Firm AI Brain.
   • Each entity adds its own expense and income rules; the entity's rule wins.
   • Anything unclear becomes a task for a person, not an entry.
3. 3

   An AP review queue

   Example prompt: “Record this week's bills in Documents for Harbour Cafe and list any that need a decision.”

   • Upload bills to each entity's Documents tab.
   • The AI agent checks the vendor and the entity's rules, then records the bill (in Xero, as a draft by default).
   • Unclear bills become tasks with a reviewer, and only that reviewer can sign them off.
4. 4

   Cash across entities

   Example prompt: “Give me a cash flow snapshot for each Harbour company.”

   • The cash flow skill reads each entity's bank balances, open invoices and open bills.
   • The AI agent switches between entities by name, without signing in again.
   • Figures come from each entity's own ledger, reported entity by entity, not consolidated.

Example prompts with sample company names.

Read how one sign-in reaches several companies →