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2. Entities
Manually Add an Entity
Manual Instruction
Welcome
AccAssistant Documentation
Quick Start Guide
Initial Setup
1. Bank Accounts
Manually Add a Bank Account
Transaction Review & Management
Importing Bank Statements
Transaction Categorization
2. Entities
Manually Add an Entity
Run Period Closing
3. Chart of Accounts
Manually Add an Account
Import / Export Chart of Accounts
4. Journal Entries
Create Journal
Attach Supporting Documents
Upload Receipts, Invoices, or Contracts
Audit Trail
5. Invoices
Manage Mailboxes
Email Invoice Sync
Invoice Attachments & OCR
6. Custom Reports
Trial Balance (TB)
Balance Sheet / Income Statement (BS/IS)
Other Reports
Export
7. Review Flow
Approval Workflow
Preparer → Reviewer → Approver
Notifications & Alerts
8. User Management
Managing Users
Add/Remove Users
Assign Roles and Permissions
Security & Access Control
9. Reimbursements
Submit Reimbursement Requests
Employee Receipt Uploads
Reimbursement Approval Process
Payout & Recording
Export & Audit
On this page
Creating an Entity
Next Steps
2. Entities
Manually Add an Entity
Create and manage multiple business entities in AccAssistant
Create separate business entities that maintain their own books. You can generate consolidated reports across multiple entities for group-level financial analysis.
Creating an Entity
Navigate to
Settings
→
Entities
Click
Add Entity
Enter entity name
Click
Save
Next Steps
Set up period closing
Configure Chart of Accounts
Assign user permissions
Transaction Categorization
Run Period Closing
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