PROSPERO FINANCIALS

Multiple Entity and Segment Support

Prospero lets you tag any transaction with up to three extra reporting dimensions — locations, departments, legal entities, or whatever you call them — on top of your regular chart of accounts. Run one consolidated report, or filter down to a single piece of the business, from the exact same data.

Everything you need to report by location, department, or entity - built in.

1. Four reporting dimensions, one ledger

Every transaction carries a GL account, plus up to three optional tags — commonly locations, departments, and legal entities. All four live in the same chart of accounts and the same journal, not separate systems.

2. Labels that match your business, not ours

Rename any segment to fit how you actually talk about your business — "Properties" for a real estate portfolio, "Practices" for a multi-location medical group, "Funds" for a nonprofit. The relabeling shows up everywhere: navigation, transaction forms, report filters.

3. Tag transactions as you go

Assign a location, department, or entity to any journal entry line, invoice line, or bill line right where you're already entering it — no separate allocation step after the fact.

4. Filter any report to any slice

Run the Income Statement or Balance Sheet for the whole company, or filter to a single entity, location, or department — the same report, the same numbers, just scoped to exactly what you need.

5. Set up once, use everywhere

Add locations, departments, and entities the same way you'd add GL accounts — an ID and a description, individually or in bulk via Excel import — and they're immediately available across every transaction screen in Prospero.

Built for any business that needs to easily track different datasets.

Multi-location businesses — see how each office, store, or job site is actually doing, without a separate ledger for each.

Real estate and property management — track income and expense by property while keeping one consolidated set of books.

Multi-entity groups and holding companies — report on individual legal entities or the consolidated group, from the same data.

Departmentalized organizations — nonprofits, professional firms, and franchises that need cost-center-level detail without a cost-center-level chart of accounts.

If you've ever exported data to a spreadsheet just to see one location's P&L, this is what replaces that spreadsheet.

From setup to a filtered report, in three steps.

Step 1 — Name your segments

In Company Settings, rename the built-in reporting dimensions to match your business — Locations, Departments, Entities, or your own terms.

Step 2 — Add your segment values and tag transactions

Set up your specific locations, departments, or entities, then tag them onto invoice lines, bill lines, and journal entry lines as you enter transactions.

Step 3 — Report on any slice

Filter the Income Statement or Balance Sheet by any segment to see a single location, department, or entity — or leave it unfiltered for the consolidated view.

One ledger reported four ways.

Segments in Prospero aren't a reporting overlay bolted onto separate data sources — they're fields on the same journal lines that drive every financial statement. A location-filtered Income Statement and the consolidated company-wide Income Statement are built from the exact same underlying transactions, just filtered differently.

FAQ's

Do I have to use all three extra segments?

No. Only the chart of accounts is required on every transaction line — locations, departments, and entities are all optional, individually.

Can I rename the segments after I've already started using them?

Yes. Relabeling a segment changes the display name everywhere immediately; it doesn't affect any data already tagged with that segment.

Can I import my locations, departments, or entities in bulk?

Yes — each segment type supports Excel/CSV import with an ID and description per row, the same as importing a chart of accounts.

What happens if I forget to tag a transaction with a segment?

Nothing breaks — untagged transactions still post normally and appear in the consolidated, unfiltered report. They just won't show up under a specific segment filter.

Is this the same as running separate companies or ledgers?

No — that's exactly what it replaces. Everything stays in one chart of accounts and one general ledger; segments just add reporting dimensions on top.

Stop keeping separate books for every location.

Use entity and segment tracking and report on any slice of the business from one ledger.