Features

The tools you need. None of the accounting jargon.

MultiBiz is built around five outcomes that matter to owners running more than one business: organize, capture, understand, prepare, and protect. Every feature below maps to one of them.

Organize

Keep every business on its own set of books.

Separate workspaces per business with consistent categories, roles, and reports, connected through one MultiBiz account.

Outcome: no more mixing personal, LLC #1, and LLC #2 in the same spreadsheet.

A workspace for every business

Add each business once. Categories, documents, and reports stay scoped so nothing bleeds across ventures.

Invite your team or CPA

Give a bookkeeper access to one business, or your accountant read-only access to all, in seconds.

Rules that learn your vendors

Categorize once. The same vendor lands in the right category on every future upload, automatically.

Get Started See how it works

Capture

Stop losing receipts and statements.

Snap it, drop it, forward it, or import it. Every piece of evidence lands attached to the right business.

Outcome: shoebox-free records and a permanent audit trail from day one.

One upload center

Drag in receipts, invoices, and statements in bulk. MultiBiz sorts them into the right business.

Mobile receipt capture

Snap a receipt at the register. It uploads, extracts, and files itself before you leave the parking lot.

OCR review, not OCR guesswork

Merchant, date, and total are extracted with confidence badges so you approve, edit, or reject in one tap.

Bank, wire and ACH imports

Pull in statement activity for review instead of retyping it row by row.

Get Started See how it works

Understand

Know where every business actually stands.

Per-business insights plus a portfolio-wide roll-up. Answer 'how are we doing?' without opening five files.

Outcome: real numbers you trust, before your CPA has to ask.

Live financial insights

Slice income and expenses by business, category, vendor, and period without exporting anything.

Money flow visuals

See how cash moves in, out, and between categories so surprises stop being surprises.

Guided transaction review

Approve, split, and match transactions in a queue built for owners, not accountants.

Get Started See how it works

Prepare

Hand your CPA a packet, not a shoebox.

Structured reports and document indexes designed to be handed off to a licensed accountant, on your terms.

Outcome: close the month in a day, not a weekend, and shrink your CPA bill.

CPA review center

Profit and Loss, general ledger, supporting docs, and open questions bundled into one shareable packet.

CPA readiness score

See exactly what is missing, uncategorized, or unreviewed before your accountant flags it.

Reports and exports

PDF, CSV, and Excel exports on every report so your CPA opens what they prefer.

Bookkeeping checklists

Missing receipts and open items stay visible so nothing slips between now and tax season.

Get Started See how it works

Protect

Sensitive records, locked to the right people.

Documents, receipts, and transactions stay per-user and per-business by default.

Outcome: sleep at night knowing your bookkeeper only sees what they should.

Document vault

Store contracts, filings, licenses, and loan or grant documents scoped to a single business.

Role-based access

Owners, admins, bookkeepers, and viewers only touch the businesses they are invited to.

Get Started See how it works

What you actually get

Every feature ships with real, exportable output.

The screenshots below are pulled straight from the product: the same views, reports, and CPA packets included in your plan.

Bank-grade encryptionCPA-reviewed formattingBuilt by working bookkeepers

app.multibizledger.com

Net Profit YTD

$128,410

+12.4%

Cash on Hand

$46,220

+3.1%

Missing Receipts

-3

CPA Readiness

86/100

Income vs Expenses

Q3 2026

12.4%

Jul

Aug

Sep

Oct

Nov

Dec

Recent Captures

Blackline Roastery
COGS
$482.14
Northgate Utilities
Utilities
$138.50
Meridian Design
Marketing
$920.00
Stripe Payout
Revenue
+$3,241.90

Sample data shown for illustration. Your workspace displays your own business records.

Questions

The objections we hear most. Answered.

If you are comparing MultiBiz to a spreadsheet, a CPA firm, or another bookkeeping tool, start here.

Do I need accounting knowledge to use MultiBiz?

No. MultiBiz is built for business owners, not accountants. The workflow uses plain English - capture, review, categorize, and deliver - but it does not replace a licensed CPA. When tax time arrives, you hand your accountant a clean packet, not a shoebox.

Can I manage more than one business in the same account?

Yes. Every business gets its own workspace with separate categories, receipts, transactions, and reports. You log in once and switch between ventures without mixing records. See how multi-business owners use MultiBiz.

Does MultiBiz connect directly to my bank?

You can import bank, wire, and ACH statements for review on every plan. Direct bank feeds are available on higher-tier plans. Compare limits on the pricing page.

How accurate is receipt OCR?

MultiBiz extracts merchant, date, and total with confidence badges so you can approve, edit, or reject in one tap. You are always in control of the final categorization.

What reports can I export?

Profit and Loss, general ledger, and a complete CPA-ready packet are available as PDF, CSV, or Excel exports. Every plan includes the same professional output format; limits vary by volume.

Is my financial data secure?

Yes. Data is scoped per user and per business through row-level security, role-based invitations, and encrypted storage. Your bookkeeper only sees the businesses you invite them to.

Still have questions?

Start free, explore the docs, or reach out. We usually reply within one business day.

Get Started Contact us

Ready to give every business the books it deserves?

Get Started Find your fit