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Set Up Your Organisation

An Organisation in Monitr is the top-level container for your company group. Everything — entities, integrations, teams, billing — lives under an organisation.

Creating your first organisation​

On first login, Monitr prompts you to name your organisation. Enter your company group name (e.g. "Acme Group") and confirm.

You can always update the organisation name, VAT number, and other details later from Organisation Settings.

Connecting accounting software and selecting entities​

Once your organisation is created, Monitr guides you through three steps:

  1. Connect with your bookkeeping software: Choose your bookkeeping software from the list of supported integrations, then click Connect on the integration card. You are redirected to your provider's login page to authorize Monitr to access your data.
  2. Select entities to import: After authorizing, Monitr fetches the list of available entities (companies / administrations) from your accounting software. Select the entities you want to work with in Monitr, then click Continue.
  3. Select the business entity you wish to onboard first: If you selected multiple entities, choose one to set up first. This entity will be the first one to go through the entity-level setup. You can set up the other entities later.
Multiple accounting systems?

You can connect multiple integrations to one organisation. For example, if you have entities on both Exact Online and Moneybird, connect both integrations and select entities from each.

Subscription tiers​

When you create an organisation, it starts on a free trial. After the trial you can choose:

  • Lite — All core reporting features at the entity level
  • Premium — Adds consolidation, advanced forecasting, and organisation-level reports

See Subscription Tiers for a full feature comparison.

Inviting team members​

Once your organisation is set up, you can invite colleagues from Teams. Each user can be assigned roles with different permission levels.

What happens next?​

After selecting your entities, Monitr guides you through the entity-level setup — starting with date configuration, then reporting structures and account mapping.