Your entities multiplied. Your reporting stack didn't.

Family offices and holdcos are multi-entity by default: operating companies, properties, funds, trusts, and personal entities, often each on its own QuickBooks Online or Xero file.

The monthly job is not "run a P&L." It is a consolidated family or group picture in a format no SaaS template ships out of the box. So the work lands on an analyst: export every file, stitch the rollup, eliminate what someone remembered to code as intercompany, and deliver a pack that is already aging when it hits the inbox.

The wedge is custom, not canned

Canned reporting tools force the family or holdco into their templates. A full ERP migration is a year and six figures you may not need if QuickBooks Online and Xero are still the right ledgers.

Genius Sheets is the middle path: their exact workbook, permanently connected to every entity's books, refreshed daily, with drill-down. Partner capital schedules, management-fee calculations, property rollups, lender packages: the workflows the ledger will never run natively.

Who this is for

• Family offices and multi-family offices still on QuickBooks Online or Xero
• Holdcos and roll-ups that add entities faster than the close process adapts
• Fractional CFO firms serving those clients: one relationship, many entities

If you are already on NetSuite or Sage Intacct with native consolidation, you are usually a different buyer. If you are living in Excel on top of many QuickBooks Online or Xero files, talk to us.