Multi-Entity Ready

Multi-Entity, Multi-Account, Zero Mess.

Whether it’s two entities or twenty, ModernPM keeps projects, invoices, and payments flowing to the right place—automatically. No more manual rework, no more post-closing cleanups, just clean data from the start.

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Unlimited Entity Support

Manage as many entities as your firm needs—all in one ModernPM workspace. Easily assign projects, clients, and workflows to the right entity without cross-contamination of data.

2

Entry-specific invoices

Generate invoices tailored to each entity’s branding, currency, and payment details—whether using a project template or creating a one-off bill. Your clients see the right name, the right logo, and the right remittance info, every time.

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Entry-specific invoices

Generate invoices tailored to each entity’s branding, currency, and payment details—whether using a project template or creating a one-off bill. Your clients see the right name, the right logo, and the right remittance info, every time.

3

Bank account flexibility

Connect multiple bank accounts and map them to the correct entity. Payment routing happens automatically, keeping accounting clean and reducing reconciliation headaches.

4

Built-In Accuracy from the Start

Avoid “garbage in, garbage out.” With ModernPM, entity and account assignment happen at the point of project or invoice creation—eliminating the need for balancing acts and corrective journal entries later.

4

Built-In Accuracy from the Start

Operate globally with built-in multi-currency support. Ensure funds flow to the correct bank account, in the correct currency, every time—no manual reconciliation required.

5

Coming Soon: Multi-Currency & Flow-of-Funds Management

Operate globally with built-in multi-currency support. Ensure funds flow to the correct bank account, in the correct currency, every time—no manual reconciliation required.

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Built-In Accuracy from the Start

Operate globally with built-in multi-currency support. Ensure funds flow to the correct bank account, in the correct currency, every time—no manual reconciliation required.