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: