Accounting and consolidated reporting for family offices
Porter gives family offices a finance team plus accounting software that keeps separate books for every operating company and entity, rolls them into one consolidated view, and removes the business the companies do with each other. Our team handles the bookkeeping, payables, receivables and payroll across the group.
Who this is for
- 01Family offices holding several operating companies, often in very different industries.
- 02Offices where group numbers are rolled up by hand in spreadsheets.
- 03Principals who want current numbers for each company and the whole group without waiting for month end.
What Porter does for a family office
- Separate books for each company, closed every month by our team.
- Consolidated Profit and Loss and Balance Sheet reports across the group.
- Activity between your companies removed when both sides are mapped and match.
- Drill from the group total into any company.
- Bills paid, invoices sent and payroll overseen across entities.
An anonymous example
One family office had dozens of operating companies in very different industries, each with its own books, rolled up by hand in spreadsheets. Porter brings every company into one place, rolls them into group numbers, and takes out the business the companies do with each other.
Privacy and security
Porter encrypts traffic in transit, relies on managed providers with platform encryption at rest, encrypts sensitive integration credentials at the application layer, and enforces company-scoped role-based access controls. Porter does not sell customer data, and its AI providers are contractually prohibited from training models on customer information.
Common questions
01Does Porter work with family offices?
02How do principals see the numbers?
03Is family office data kept private?
Tell us about your business and what you want handled.
The Porter team will recommend a plan and a scope.