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 an accounting integration: Choose your bookkeeping software from the list of supported integrations, then click Connect. You'll be redirected to your provider's login page to authorise Monitr to access your data.
2. Select entities to import: After authorising, Monitr fetches the list of available entities (companies / administrations) from your accounting software. Select the entities you want to work with in Monitr, then proceed.
3. Select primary entity: If you selected multiple entities, choose one to set up first. 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.