Multi-Entity Workflows

Multi-entity workflows in Pulsify allow bookkeepers and finance teams to manage accounts payable processes consistently across multiple entities, businesses, or cost centres from a single platform. Pulsify applies structured controls and shared logic across entities while preserving entity-level accuracy, approvals, and reporting in Xero and MYOB.

What this does

Accounts Payable Automation in Pulsify replaces manual, fragmented AP processes with a single, structured workflow.

It enables teams to:

  • Centralise invoice intake from suppliers

  • Automatically process and code invoices with accounting context

  • Validate data and identify exceptions early

  • Route invoices through approval workflows

  • Prepare accurate invoices for sync to accounting systems

This reduces manual handling, rework, and month-end pressure.

How it works

Pulsify applies a shared workflow layer on top of entity-specific accounting files.

In practice:

  • Invoices are captured and processed centrally

  • Each invoice is assigned to the correct entity

  • Coding, validation, and approval logic is applied consistently

  • Entity-specific rules and accounts are respected

  • Approved invoices are synced to the correct Xero or MYOB file

This ensures consistency without sacrificing entity-level accuracy.

Designed for real multi-entity complexity

Managing AP across entities often introduces friction, duplication, and errors. Pulsify is built to handle this complexity directly.

Multi-Entity Workflows support scenarios such as:

  • Group structures with shared suppliers

  • Centralised AP teams supporting multiple businesses

  • Entities with different approval thresholds or roles

  • Separate accounting files with shared processes

  • Growth through new entities or restructures

Workflows scale cleanly as entities are added.

Judgment-based handling across entities

Pulsify applies judgment-based automation even in multi-entity environments.

The system evaluates:

  • Historical behaviour by entity and supplier

  • Whether invoices align with entity-specific patterns

  • Confidence in coding and validation outcomes

  • Whether exceptions require entity-level review

This prevents issues such as:

  • Mis-posting invoices to the wrong entity

  • Inconsistent coding across the group

  • Over-reliance on manual checks as complexity increases

Exceptions are surfaced early and clearly.

Who it’s for

Multi-Entity Workflows are designed for:

  • Accounting firms managing multiple client entities

  • Groups with multiple operating businesses

  • Property, retail, wholesale, or distribution groups

  • Organisations with centralised AP teams

  • Businesses planning to scale or restructure

It is especially valuable where consistency and control matter as complexity grows.

Integrations

Multi-Entity Workflows integrate directly with:

  • Xero

  • MYOB

Each entity maintains its own accounting file while benefiting from shared AP automation.

FAQs

Does this combine all entities into one ledger?
No. Each entity remains separate. Pulsify manages workflows centrally while syncing to the correct accounting file.

Can approval workflows differ by entity?
Yes. Approval logic can be applied consistently or customised where required.

Does this work for accounting firms managing clients?
Yes. Multi-Entity Workflows are well suited to bookkeepers and firms supporting multiple entities or clients.

Can entities be added over time?
Yes. The system is designed to scale as new entities are introduced.