Family Office Accounting Software

Consolidated reporting for family offices is tricky without accounting software that’s built to handle multiple entities. When dealing with multiple company holdings, real estate properties, or other investments, it’s critical to have a consolidated view.

SoftLedger makes it easy to bring everything into one system.

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Incredibly Fast to Implement

ERPs and other financial management systems often take at least several months and outside consultants to set up.

SoftLedger’s cloud accounting platform is incredibly fast to implement and easy to learn, so your team will have minimal downtime during the transition.

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Automatic Intercompany Entries

SoftLedger has the ability to add offsetting journal line items for automatic intercompany journal entries. As transactions are recorded, the associated journal entries instantly roll into your financial statements. Additionally, with SoftLedger, your intercompany eliminations are automatically calculated and booked, increasing your efficiency and accuracy.

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Multi Entity Consolidation

Consolidate multiple entities in real-time.

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Open Banking API Integration

SoftLedger is programmable via the Open Banking API, enabling financial data consolidation to give you real-time insight into your finances.

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Adaptable Subledger

Use only AR, AP, or another module as a subledger — then bring journal entries into your ERP.

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Frequently Asked Questions

SoftLedger is built to handle multi-entity consolidation, intercompany eliminations, and real-time reporting, which are exactly the challenges family offices face when managing diverse holdings (e.g. real estate, operating companies, investment vehicles). Its cloud architecture and API support allow integration across asset classes, and it’s designed for fast implementation so you’re not stuck in months of rollout.

SoftLedger emphasizes “incredibly fast to implement” compared to legacy ERPs, which often drag on for months with external consultants. The goal is a shorter transition and minimal downtime.

Yes. SoftLedger generates the intercompany journal entries in each entity and automatic eliminations.

Yes. SoftLedger offers an adaptable subledger model, meaning you can deploy only the modules you need (e.g. just GL, or GL + AR) and integrate the rest into your broader ERP or financial stack.

Beyond multi-entity support and eliminations, the platform includes:

  • Real-time financial reporting/dashboards
  • Accounts Payable automation & vendor management
  • Handling of crypto/digital assets accounting
  • Cash flow management and open banking API integrations
  • Embedded accounting and full accounting API support 

Ready to Transform Your Accounting Operations?

Book your personalized demo today and discover how SoftLedger can streamline your financial operations.

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