Multi-Entity Billing & AR
Unify Billing & AR
Across Every Entity
Keep your CRM and accounting software—Paycove sits on top of your existing tools to automate invoicing, payments, collections, and fees across multiple business entities.
No messy ERP/CRM migrations required.
Seamless CRM, Accounting and Payment integrations • 15 hours saved monthly per entity
Purpose-Built for Multi-Entity Operators
Unify Revenue Data
Eliminate 5+ hours of manual work per week per entity
Our bi-directional integrations between CRMs and accounting keeps your data synced in real time. Quotes, invoices, payments, and customer information stay perfectly aligned across your tools.
Multi-Entity Performance Insights
Track unit-level metrics without chasing spreadsheets
Get a unified view of all entities with real-time metrics on revenue, collections, and financial performance. Drill down by entity, SKU, or any custom dimension with our advanced reports
Fast Entity Onboarding
Launch new entities in less than a day with consistent processes
Set up new entities in minutes by cloning your existing entity blueprint, including products, pricing, payment terms, and workflows.
Automate Collections & Reporting
Recover 12% more cash automatically with smart collections
Automate payment reminders and collections workflows based on your business rules. Track receivables across all entities from one screen.
Solving Multi-Entity Revenue Challenges
Disconnected Deal-to-Cash Process
When deals close, manual work begins—creating invoices, tracking payments, and updating records across disconnected systems leads to errors, delays, and lost revenue.
- Paycove automatically converts closed-won deals into invoices, tracks payments, and updates your CRM in real-time—no manual steps required.
Entity-by-Entity Financial Silos
Managing finances separately for each entity creates reporting nightmares, prevents cross-entity insights, and makes month-end close a dreaded process.
- Consolidate financial operations across all entities while maintaining entity-specific reporting, with automated roll-ups that close books 5× faster.
Inconsistent Processes Across Entities
Different entities often develop their own financial workflows, creating inconsistency, compliance risks, and scaling challenges as you grow.
- Standardize processes across all entities with templated workflows, while still allowing for entity-specific configurations where needed.
Manual Collections & Cash Flow Challenges
Chasing late payments across multiple entities drains resources and impacts cash flow, with no systematic approach to collections.
- Automate collections with intelligent follow-ups, payment reminders, and real-time visibility into receivables across all entities.
How Multi-Entity Operators Use Paycove
Case Study
Multi-Entity Professional Services
Vocational Education & Training Provider
Challenge:
Manual deal-to-cash process was causing 20 hours of work weekly per entity and delaying month-end close by 8 days. Data silos were preventing accurate reporting of collections.
Solution:
Implemented Paycove’s native HubSpot & Stripe integrations and multi-entity financial operations platform.
Results Achieved
18 hours saved weekly
Per entity manual work reduction
8 days → 2 days
Month-end close acceleration
15% cash flow improvement
Through automated collections
Seamless Revenue Operations
Deal-to-Invoice Automation
When deals are marked Closed-Won in your CRM, Paycove automatically generates invoices with all the right details, sends them to customers, and tracks payment status.
Customer Data Synchronization
Contact and company information stays perfectly aligned between your CRM and Paycove, with changes in either system automatically reflected in the other.
Payment Status Updates
As customers make payments, their payment status is automatically updated in your CRM and accounting software, giving your sales and service teams real-time visibility.
Collections Workflow Integration
Overdue invoices can trigger CRM workflows, tasks, or sequences to ensure coordinated follow-up from your team.
Common Questions from Multi-Entity Operators
Does Paycove work with HubSpot Professional or do we need Enterprise?
Paycove works with all HubSpot tiers, including Professional and Enterprise. The integration leverages standard HubSpot APIs, so you don’t need any special add-ons or features beyond your current subscription.
Can we have different pricing and products for different entities?
Yes, Paycove allows for entity-specific product catalogs, pricing, and payment terms while still maintaining a unified view for management. You can standardize what makes sense while allowing for entity-specific variations where needed.
How does Paycove handle multiple legal entities across our locations?
Can we integrate with other tools beyond HubSpot?
Absolutely. While Paycove is optimized for HubSpot users, we also integrate with other CRMs, accounting systems (QuickBooks, Xero, NetSuite), payment processors, and industry-specific tools. Our API-first approach ensures flexibility.
How long does implementation typically take for a multi-entity business?
Most multi-entity operators can implement Paycove across all entities in 1-3 weeks. Your first entity can be live in as little as 24 hours, with additional entities added quickly thereafter using our templating system.