Multi-company finance, one ledger
Every outflow, inflow & transfer — across all your companies, in one place.
CovelBooks unifies banks, accounts and cards into a single double-entry ledger. Import statements, auto-categorize with smart rules, and report across the whole group.
Built for finance teams
- Northwind Group
- Atlas Holdings
- Meridian Co.
- Vertex Labs
From scattered statements to one ledger
Three steps take a group of companies from spreadsheets to a single, reportable source of truth.
Everything a multi-company finance team needs
One system for the whole group — structured for the way real businesses hold money.
Hold every entity in one structure
Companies hold banks. Banks hold accounts. Accounts hold cards. That four-level hierarchy means a transaction always belongs somewhere precise — and a transfer between two of your own accounts is a single balanced, double-entry move, not two disconnected lines.
- Group multiple companies under one login and switch in a click.
- Inter-account transfers reconcile both sides automatically.
- Cards roll up to their account, bank and company.
Report across the whole group
Start at the group and drill down with cascading filters — company, bank, account, card, category and currency narrow together. Every view respects multi-currency balances, so you read accurate totals without manual conversion.
- Cascading filters keep every breakdown consistent.
- Auto-categorization rules keep reports clean as data imports.
- Due-date and expiry alerts surface what needs attention.
Simple plans that scale with your group
Start free, then move up as you add companies and teammates. No hidden fees.
“We run six companies across three currencies. CovelBooks is the first tool that lets us close each set of books and still see the whole group on one screen.”
Answers before you sign up
The questions finance teams ask us most.
Bring your whole group into one ledger
Start free in minutes — connect your first company, import a statement and see the group view.