Entities
An Entity represents a single legal company or administration. All financial data, reports, and forecasts in Monitr are entity-scoped. One organisation can contain many entities.
Viewing entities
Go to Entities in the sidebar to see all entities in your organisation, along with:
- Entity name and status
- Connected integration
- Last import status and timestamp
- Quick access to trigger a manual import
Adding a new entity
- Go to Entities.
- Click the Add (plus) button at the bottom of the entities grid.
- An Add Entities panel opens on the right side of the screen. Select the accounting integration this entity uses from the Bookkeeping integration dropdown.
- Choose the specific administration from your accounting software.
- Click Add [number] Entities.
The new entity then goes through the standard four-step onboarding setup (dates, reporting structure, account mapping, dashboard).
Entity status
Entities have a status reflecting their operational state:
| Status | Meaning |
|---|---|
| Active | Importing data and available for all features |
| Not found | The administration no longer exists in the accounting software |
| Deleted | Marked for removal; no longer importing |
Imports only run for Active entities.
Entity settings
Each entity has configurable settings accessible from the entity detail page:
| Setting | What it controls |
|---|---|
| Entity name | Display name in Monitr |
| Currency | Primary currency for reporting |
| Fiscal year | Start and end month of the financial year |
| Primary analytical axis | The dimension used for account mapping breakdowns |
| VAT settlement frequency | Monthly or quarterly (for VAT Cashflow module) |
Switching entities
Use the entity selector dropdown in the top navigation bar to switch between entities. The selected entity persists in your browser session.
Multi-entity workflows
For organisations with many entities, use the Entities page as a control panel:
- Trigger imports for all entities or specific ones
- Monitor import health across the organisation
- Identify entities with failed imports or outdated data
If you're on Premium, the Consolidation feature lets you produce reports across all entities combined.