If you run more than one business, Ambrook gives you two ways to manage them — separate entities (each with its own subscription) or enterprise tags (separate tracking within a single subscription). Choosing the right structure from the start saves a lot of headaches later. This article walks you through both options and covers everything you need to know about multi-business setups in Ambrook.
Entities vs. Enterprise Tags: Which Do You Need?
The right choice depends on whether your businesses are separate legal entities or different lines of the same legal entity.
| Separate Entities | Enterprise Tags |
Best for | Distinct legal entities that file taxes separately (e.g., two LLCs, a farm operation and a separate rental business) | Different lines or enterprises within one legal entity (e.g., crops and cattle under the same LLC) |
Books | Completely separate books, accounts, and financial statements per entity | Shared books with tag-level P&L reporting for each enterprise |
Subscription | One subscription per entity | One subscription covers all enterprises |
Bank connections | Each entity connects its own bank accounts | All bank accounts live under the same subscription |
User permissions | Separate roles and permissions per entity | Shared team with tag-level visibility options |
Tax filing | Each entity produces its own financial statements for separate tax filings | Single set of books for a single tax filing |
Setup | Contact support to add | Self-serve via Settings → Enterprises |
Not sure which applies to you? If you file a separate tax return for the business — it gets its own Schedule F, Schedule C, or partnership return — it's a separate legal entity and you'll need a separate subscription. If all income and expenses roll into the same tax return, enterprise tags are the right fit.
Setting Up Multiple Entities
How to add an entity
Adding a new entity requires our support team — there's no self-serve button in the app after your initial signup. Reach out to us at support@ambrook.com, or through the support chat, with the following information:
The new organization name
Subscription plan: Build, Pro, or Full Service (Full service plans are not discounted)
Billing frequency: Monthly or Annual
If you try to create a second account by signing up again with the same email address, you may be automatically redirected back to your existing account. This is expected behavior — contact support instead, and we'll set up the new entity under your existing login.
Onboarding sequence for multiple entities
If you're setting up more than one entity at the same time, we recommend the following order:
Get your primary entity fully set up first — chart of accounts, bank connections, and opening balances
Contact support to add additional entities
Request account-switching access (see below) so you can move between entities in one login
Set up each additional entity's bank connections and team members separately
Using Enterprise Tags
If your businesses share a legal entity, enterprise tags let you track and report on each business line separately — without a second subscription.
With enterprise tags you can:
Tag transactions to a specific enterprise (e.g., Crop Operation, Cattle, Rentals)
Generate a P&L for each enterprise individually
Run reports filtered by enterprise
To set up enterprise tags, go to Settings → Enterprises in the web app and create a tag for each business line. Read more about Enterprise Tags and How to choose your Enterprises.
Enterprise tags work within a single subscription. If your businesses are separate legal entities that file taxes separately, tags alone won't give you fully independent financial statements — you'll need separate subscriptions instead.
Switching Between Accounts
If you have multiple entities set up in Ambrook, you can switch between them without logging out or using a different email address.
Account switching is not enabled by default. You'll need to contact our team at support@ambrook.com, or through the support chat, and let us know you'd like the ability to switch between multiple accounts.
See How to Switch Between Accounts for more information on how to navigate between multiple organzations.
Reporting Across Multiple Entities
What's available
Each entity in Ambrook has its own complete set of financial reports — P&L, balance sheet, and transaction reports — scoped to that entity's books. If you use enterprise tags within a single entity, you can also generate tag-level P&L reports for each enterprise.
Current limitations
Ambrook does not currently support automatic consolidated reporting across separate entities. This means:
Cross-entity P&L statements are not generated automatically
Consolidated balance sheets across entities are not available
Tax schedules (Schedule E, Schedule C+F) are generated per entity, not across multiple entities
For consolidated views, the most common workaround is to export reports from each entity individually and combine them outside of Ambrook.
Email, Login & Account Conflicts
One email address, multiple entities
You do not need a separate email address or login for each entity. Once the support team enables account switching, you can access all your entities under one login.
Conflict when trying to register a second account
If you try to create a new Ambrook account for a separate LLC using an email address that is already associated with an existing account, you'll be automatically redirected to your original account rather than being allowed to create a new one. This is a safeguard to prevent duplicate registrations.
To add a new entity under your existing login, contact support at support@ambrook.com instead of signing up again.
Bookkeepers and advisors managing multiple clients
If you're a bookkeeper or advisor who needs access to multiple clients' Ambrook accounts, you'll need to be added as a team member to each client's account individually (see Accountant Access to Amrbrook). Each client account has its own roles and permissions, and you may have different levels of access on each one. Contact us at support@ambrook.com if you need help coordinating multi-client access.
Roles, Permissions & Admin Changes Across Entities
Permissions are entity-specific
Roles and permissions are managed separately on each entity. Being an admin on one account doesn't automatically make you an admin on another — even if you have switching access between them. For more information, see our Roles and Permissions and Managing Your Team articles.
Changing the primary admin on an entity
Transferring admin ownership across an entity is not self-serve. If you need to change who the primary admin is on an entity — for example, after a business restructure or a change in personnel — contact our team at support@ambrook.com before making any changes yourself.
Important: Do not deactivate the current primary admin account before contacting support. This can lock you out of the entity. Let our team guide you through the transition safely.
Still Have Questions?
Multi-entity setups can get complex. If your situation isn't covered above or you're not sure which structure is right for you, reach out to our team at support@ambrook.com — we're happy to talk through your specific setup before you get started.