Multiple legal entities on one platform

One firm, multiple entities, complete control. Manage separate legal structures with distinct bank accounts while maintaining unified operational visibility.

Two months free. No credit card. We set it up for you.

hidma chart of billable hours by team and role
✓Separate entities, one firm
▦Consolidated reporting
hidma organisation settings with teams across several legal entities

Team-based organisation supporting multiple legal entities

Structure hidma around teams that mirror your business – departments, practice areas or separate legal entities. Each operates independently with appropriate visibility.

Separate financial details and invoice template for each entity in hidma

Separate financial details and invoice templates per entity

Each entity bills from its own bank account with its own branding. Different logos, registration numbers and payment instructions – applied automatically to the right invoices.

hidma report consolidating results across the whole organisation

Consolidated reporting across your entire organisation

Leadership sees the full picture across all entities. Drill into individual teams when needed. One report, multiple views – from board-level down to team-level.

Growth shouldn't mean system chaos

Success brings complexity. New practice areas become separate entities. Different jurisdictions require distinct legal structures. Each needs its own bank account, its own invoicing details, its own compliance footprint. Most software forces you to run parallel systems – separate logins, separate databases, separate headaches. Leadership loses visibility. Administration doubles. The very growth you achieved becomes an operational burden.

Experience

hidma logo

in action

Team-based organisation

Structure that mirrors your business

Organise your firm around teams that reflect reality. Each team can represent a department, practice area or legal entity. Assign users, projects and clients to appropriate teams. Everyone sees what they need – nothing more, nothing less.

Key features

Advisory team sees advisory work. Audit team sees audit work. Leadership sees everything. Your system mirrors your org. chart.

Separate financial details

Different entities, different bank accounts, one system

Each entity can have its own bank account details, displayed on the invoices that matter. Your legal structure is respected; your administration stays unified.

Key features

Advisory Limited bills from its bank account. Consulting LLP bills from another. Both managed in one system, both billing correctly.

Document templates per entity

Your brands, your documents

Configure multiple invoice templates with distinct branding, colours and details. A bill from your advisory practice looks different from one from your audit division – automatically, without manual intervention.

Key features

Advisory invoices: blue logo, advisory bank account. Audit invoices: green logo, audit bank account. One system, multiple identities.

Consolidated reporting

Entity independence, leadership visibility

While entities operate independently, leadership needs the complete picture. hidma’s reporting spans across teams when required, providing consolidated views while preserving the ability to drill into specifics.

Key features

Board meeting: total firm revenue, split by entity. Team meeting: just your division’s numbers. One report, multiple views.

Unified client account statements

One statement, complete picture – or exactly what you need

Clients who work with multiple entities in your firm shouldn’t receive fragmented communications. Generate account statements that consolidate activity across all entities – or focus on specific ones. Your client sees a professional, unified view; you maintain proper legal separation

Key features

Client asks for their account position? One statement shows everything – advisory fees, audit charges, tax work – across all your entities. Or filter to just what they need. Complete flexibility, zero confusion.

Cross-entity client management

One client, multiple relationships

Some clients work with multiple parts of your firm. See their complete relationship in one place while billing from the appropriate entity. The client experience is unified; your legal structure is respected.

Key features

Acme Corp uses your advisory and audit services. See the total relationship. Bill from the correct entity. One client, complete clarity.

Scalable user management

Add capacity as you grow

Bring on new team members without system friction. Assign them to teams, grant appropriate roles, set their rates and they’re productive immediately. Onboarding takes minutes, not days.

Key features

New associate starts Monday. Account created Friday. Monday morning: logging time on client matters. No training backlog.

How growing how growing

hidma set up for a professional services firm with several practice areas

Multi-practice professional services firm

Advisory, Tax and Audit operate as separate legal entities with distinct regulatory requirements. Each invoices from its own bank account. Leadership sees consolidated metrics across all three. One platform, three compliant practices.

hidma set up for a regional firm with several offices

Regional firm with multiple offices

Malta headquarters, UK subsidiary, EU branch. Different jurisdictions, different compliance requirements, different currencies. Each entity billing in its own currency. Local operations managed locally.

hidma entities each connected to their own Xero organisation

Multi-entity firm with Xero integration

Three legal entities, three separate Xero tenants – one hidma instance connecting them all. Each entity syncs invoices and payments to its own Xero organisation. Leadership sees consolidated billing and receivables across the entire firm without switching between accounting systems.

Monitoring & insights

Visibility that scales with you

Growth multiplies complexity – but not confusion. Whether you’re tracking one entity or ten, hidma provides the visibility you need at every level of your organisation.

Key metrics highlighted

Small firm or large: same clarity, same control. Your reporting scales as your organisation grows.

What our clients say

See how businesses improve productivity and client management with hidma. Read more reviews on G2.

There is no fixed limit on the number of organisations you can manage. Whether you operate two entities or ten, they all sit within a single hidma account with unified administration.

Yes. Each entity can have its own invoice templates with distinct logos, colours, layouts, bank account details and registration numbers. The correct template is applied automatically based on the billing entity.

Users are assigned to teams, and teams are linked to organisations. A user’s permissions are determined by their role within each team. Leadership roles can be granted visibility across all teams and entities.

Yes. A single client can have projects under different entities within your firm. You’ll see the complete client relationship in one place, while each entity bills from its own details and templates.

Each entity can bill in its own currency. Consolidated reporting aggregates data across all entities. For multi-currency operations, reports can be filtered by entity for currency-specific views.

Yes. Creating a new organisation is straightforward – set up the entity details, bank accounts, invoice templates and assign a team. Your existing data and workflows remain unaffected.

Each entity has its own bank account details, invoice templates and document numbering. Bills are generated from the appropriate entity, and financial reporting can be filtered by team or organisation to show entity-specific data.

Yes. A user can belong to multiple teams, each linked to a different entity. They log time on projects within each entity, and hidma routes everything to the correct organisation for billing and reporting.

FAQs

See how businesses improve productivity and client management with hidma.

Grow without growing pains

Your success shouldn’t create operational chaos. Whether you’re one entity planning for growth or multiple entities needing consolidation, hidma scales with you.

Get your free 2-month trial set up

Tell us a little about your firm and our team will get in touch to set everything up for you. Two months free, no credit card needed.

60days free€0