For Multi-Entity Owners

You Own Four Businesses.
They All Live in Different Places.

RollForge is the AI CFO for multi-entity owners. One login connects all your LLCs, shows you consolidated net worth in real time, and tracks every intercompany transfer with documentation ready for your accountant.

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DNJKMR
Trusted by 600+ multi-entity operators

The gap that costs you

RollForge closes it

1
The pain
You log into four different systems to answer one question: what's my total cash?
Your HVAC LLC is in QuickBooks. Your rental property is in a separate bank portal. Your consulting income lives in another account. Your equipment trust is in a spreadsheet. You're the only person who can piece together the full picture — and it takes half a day every time the bank asks.
Your current reality
Systems holding your business finances4+ portals + spreadsheets
Time to answer "total cash across all entities"2–4 hours
Who can answer it if you're unavailableNo one
The fix
One Login, All Entities, Consolidated View → Connections
Connect each entity's bank accounts, accounting software, and financing once. RollForge unifies everything under one login. Switch between entities or view consolidated position — instantly. One shared link, one point of truth.
RollForge Connection Dashboard — All Entities
Diane's HVAC LLC (Charlotte)$248,000 cash — connected
Diane's Rental Holdings LLC$187,000 cash — connected
Diane's Consulting LLC$41,000 cash — connected
Total consolidated position$476,000 — ready to export
2
The pain
Your accountant asks for a balance sheet. You start from scratch every time.
Year-end prep means rebuilding the consolidated net worth statement from scratch — pulling data from four sets of books, reconciling intercompany balances, and hoping you didn't miss a transfer. It's the same work every year, and it always takes longer than expected.
Your current reality
Entities to consolidate for net worth4 LLCs
Time to produce consolidated balance sheet6–10 hours
Confidence in intercompany eliminationsLow
The fix
Automated Consolidated Net Worth Statement → Daily Briefing
RollForge maintains a live consolidated balance sheet across all your entities. Daily briefing pulls it into a one-page snapshot, including intercompany loan balances, owner's equity by entity, and total net worth — ready to export for your accountant or your bank in one click.
RollForge Daily Briefing — Consolidated Net Worth
HVAC LLC — Owner's equity$312,000
Rental Holdings LLC — Owner's equity$441,000
Consulting LLC — Owner's equity$68,000
Total consolidated net worth$821,000 — up 3.2% this month
3
The pain
You transfer money between your own LLCs. Then you forget why.
Intercompany loans and transfers are common — but without documentation, they blur. Your accountant can't tell if a transfer was a loan, a distribution, or a payment for services. You end up recreating a paper trail retroactively, and it's never clean.
Your current reality
Intercompany transfers this year11 transfers
Transfers with written documentation2 of 11
Time to reconstruct intercompany trail for accountant3–4 hours
The fix
Intercompany Transfer Tracking with documentation → Goals
Record a transfer between your LLCs in RollForge: amount, originating entity, receiving entity, purpose, and repayment terms. It logs the transaction, maintains the running intercompany receivable/payable balance, and generates the documentation your accountant needs — automatically.
RollForge Goals — Intercompany Loan Tracker
HVAC LLC → Rental Holdings (Mar 12, working capital)$35,000 loan — 6-month term, 0%
Repayment progress$12,000 repaid / $35,000
Consulting LLC → HVAC LLC (Apr 2, equipment)$8,400 — paid in full ✓
Documentation packageReady — PDF memo per transfer
Diane K., Charlotte NC
3 operating LLCs + 1 rental holding  ·  Owner since 2012
"I run an HVAC business, a rental property portfolio, and a consulting practice — all separate LLCs, all separate bank accounts, all separate accountants. I thought I had a handle on my total net worth. I didn't.

After connecting all three operating accounts plus my rental holdings to RollForge, the consolidated net worth view showed me $620,000 in cash that was sitting in my rental holding account — money that should have been working, that I had essentially forgotten about because it was in a different login. I moved half into a money market fund the next week.

The intercompany transfer tracking has been even more valuable for my accountant. Before, year-end was a three-hour call where I was reconstructing transfers from memory. Now I open RollForge, show her the full log with purpose and terms, and we're done in 20 minutes."
RollForge output
$620K in unaggregated cash identified in first week  ·  3 hours saved per year on accountant prep  ·  11 intercompany transfers documented in one place
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Real Estate Investors
Per-property P&L, multi-entity distributions
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Fleet Operators
Per-unit utilization, maintenance reserves
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Pricing
$500/company/month, everything included
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Start Free Trial
7-day free trial, full access

$500/month per company. Everything included.

No tiers, no feature gates, no "contact sales." Each entity is its own company on RollForge — connect all of yours under one account.

One login for all entities Consolidated net worth Intercompany transfer docs Separate books per entity
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