Multi‑entity accounting without the migration.
Upload a trial balance per entity for combined financials and automatic trending. Upload as often as you want current numbers — not just once a period — so you're steering on today's portfolio, not last month's. From day one.
Gain confidence without forcing migration.
Half the companies aren't even on the same software.
Most people running or backing multiple companies are reading numbers stitched together by hand, a month late, with no way to drill in themselves. And in real life, half those companies are JVs, partial stakes, or portcos with their own systems — so "just put them all on the same software" was never going to happen.
And the recurring reports that actually close each period — AR aging, bank registers, payroll, sales by customer — live in inboxes and shared drives, with no shared trend, no governance, and no continuity when the person who owned them moves on. Every period, the same chase.
We give them one live view of the whole portfolio — combined, drillable, current — without replacing the accounting systems each entity already runs. And one surface for those recurring reports — tracked, trended, governed, backfillable to history.
Each entity shares to the portfolio by consent — revocable any time.See where you're heading.
Every number that matters, trended automatically from the first period you upload. Cash, margin, AR, AP, net income on the financial side. On‑time delivery, quote win rates, sales and profit by customer, inventory counts on the operational side.
Portfolio view — every company's cash, trending, with entities ranked by runway.
Know the direction before the board asks.
See what needs your attention.
Low runway. Slow collections. Tight liquidity. Margin compression. An on‑time delivery rate that slipped below target. A quote pipeline that's growing — or shrinking.
Cash · 12-mo trend
Cash · runway
AR · DSO
Gross profit
Signals — every threshold crossed, ranked by urgency, tagged to the entity and metric that triggered it.
See the problem while it’s still small enough to fix.
Act on what you see.
One click from any signal to the source it came from. Portfolio to transaction, or obligation to dashboard, in one session. No logins between surfaces. No exports. No reconstructing the trail.
Click a low‑runway chip and you're in that entity's dashboard. Click a metric card and you're on its 12‑period history. Click a row on the underlying statement and — for entities running on Coherence — you're in the transaction register looking at the invoices driving it.
The whole point of capturing and trending the data is that you can act on it.
Coherence keeps the distance between seeing and acting as short as a single click.
There's a real accounting system underneath.
Most finance dashboards sit on top of someone else's books — a BI tool pulling from QuickBooks, a spreadsheet stitched together every close. Your drill path stops at an export button, and your numbers are secondhand.
Coherence is different. Your data lands in a real ledger — posted, validated, audit‑logged, drillable — whether an entity is uploading a trial balance each period or running its full operation on Coherence.
And when an entity is ready to run native, AP, AR, bank reconciliation, inventory, and period close move onto Coherence with the depth of a standalone accounting system. Both modes feed the same Portfolio view, so a group with some entities uploading and others running native sees one combined picture.
Built by DocuLedger — nearly a decade of accounting systems running under PE scrutiny behind it.
Multi‑company accounting. Operations reporting. A real ledger underneath. It's one product.The whole story, in one quick demo.
Trial balances in, a portfolio you can drill, signals that fire on their own. The same Trend, Signal, Steer story — running on the actual product.
Recorded walkthrough — chart of accounts to portfolio to operational detail, in one pass.
You don't switch accounting systems to use Coherence.
Upload a chart of accounts for each entity you want to track. Upload a trial balance per period from whatever you're running today. Re-upload whenever the numbers move — weekly, daily, whenever you want them current.
That's it. The Portfolio view opens with a year of trajectory across every entity. Signals start firing from the first upload forward — and refresh every time you re-upload.
When an entity is ready to run natively on Coherence, flip it — same Portfolio view, more depth underneath. Some entities native, some uploading, some both. Your call.
Chart of accounts
Spreadsheet upload. Three required columns — Account Code, Account Name, GL Account Type — plus optional Is Cash / Is AR / Is AP flags. Thirteen GL types, each accepting multiple name variants (PPE, Fixed Assets, and Property_Plant_Equipment all map the same). Booleans accept yes, true, 1, ✓.
Trial balance per period
Coherence posts each one as a balanced General Journal Entry. Twelve months of history is live the first time you open the portfolio.
Refresh whenever you want
Re-upload a trial balance any time within a period — weekly, daily, whenever the numbers move. The portfolio updates to current. No waiting for close.
Steer.
And — when you're ready — flip any entity to native operations. The portfolio view works identically.