Managing Multiple Business Entities on Reah

Overview:

Reah is designed for scale, allowing you to manage as many business entities as you need under a single login without switching between disconnected tools or accounts.

This guide covers:

• The Unified Experience: How Reah centralizes your financial picture across all business entities.

• Adding a New Entity: A step-by-step walkthrough for onboarding a new business account from your profile.

• Toggling between Entities: How to quickly switch your workspace view to manage different organizations.

• Entity Governance: Best practices for managing roles and maintaining audit-ready records across your portfolio.

• Real-World Examples: Practical scenarios of managing investment funds and multi-region subsidiaries.

The Unified Experience

Say goodbye to jumbling dozens of disconnected tools. Reah provides a clear, unified financial picture of all your entities in one place.

• Real-time Visibility: View everything from a single interface to understand your end-of-day cash balance across the entire portfolio.

• Friction-free Operations: Manage operations and track financial data for multiple organizations without the need for multiple logins or complicated tab-switching.

Adding a New Entity

Onboarding a new business to your Reah workspace is straightforward and can be initiated directly from your profile settings.

How to onboard a new business:

1. Access Settings: Click the Settings gear icon in the bottom left-hand corner of the navigation bar.

2. Navigate to Business Account: Under the Individual section, select Profile and then click on the Business Account tab.

3. Initiate Onboarding: Click the + Onboard new Business button located below your current entity list.

   

4. Complete Setup: Follow the redirected prompts to enter your new entity's details and finalize the onboarding process.

Toggling between Entities

Once you have onboarded multiple businesses, you can switch between them instantly without logging out.

How to switch your workspace:

1. Locate the Entity Switcher: Look at the bottom left-hand corner of your sidebar navigation, below the Settings menu.

2. Select your Business: Click on the current Entity Name (indicated by the red box in your dashboard) to open the switcher menu.

3. Switch View: Select the business you wish to manage from the list. Your dashboard will immediately refresh to display the wallets, transactions, and team members specific to that entity.

Institutional Governance

When managing multiple entities, maintaining strict internal controls is essential for security.

• Entity-Specific Roles: Assign team members to specific entities with distinct roles (e.g., Admin for one, Viewer for another) to ensure they only see relevant data.

• Centralized Oversight: As an Owner, you can maintain a high-level view of all entities while delegating daily management to authorized Admins.

• Audit Readiness: Keep financial records separated by entity for cleaner year-end audits and more accurate reporting.

Real-World Examples

Reah’s multi-entity architecture allows users to maintain high-level oversight while keeping operational assets strictly segregated.

Example 1: The Multi-Region Operations Hub

A global software agency operates separate legal entities in the US, UK, and UAE to comply with local tax and payroll regulations.

• The Process: The group CFO uses a single Reah login to onboard all three entities as separate workspaces. They assign local office managers as Admins for their respective regional entities while retaining Owner status across the entire portfolio.

• The Result: The CFO can toggle between the US and UK dashboards in seconds to monitor global cash flow. Because each entity has its own isolated wallet and ledger, year-end tax reporting for each jurisdiction is clean and audit-ready, with no co-mingling of funds.

Example 2: Holding Company & Subsidiary Management

An investment holding company manages several distinct subsidiaries, each with its own capital structure, vendor list, and dedicated management team.

• The Process: The parent company onboards each subsidiary as a separate business entity under the central Reah profile. This allows the parent company to deploy capital into specific subsidiary wallets without co-mingling funds with other business units.

• The Result: Subsidiary-level managers are granted access only to their specific business unit, protecting the privacy of the broader holding company. The parent organization maintains a "bird’s-eye view" of liquidity across the entire portfolio, ensuring that each subsidiary remains audit-ready with perfectly segregated financial records.