Master Data

The reference data every other module relies on.

Legal entities, bank accounts, banks, cost centers, and counterparties — kept in one place so accounting and operations all reference the same truth.

Reviewing company master data together
Capabilities

What's covered

Legal entities & bank accounts

The organizational entities that own bank accounts, and every account linked to them — the foundation everything else references.

Banks & counterparties

A directory of banking partners, and the vendors and customers referenced across Payables and Receivables.

Currencies

Supported currencies with per-company exchange rate configuration for consolidated reporting.

Business units & cost centers

Internal structures used to allocate and report on spend, by department or by project.

Cost files & project tracking

Job and matter files that purchases and sales get tagged to, searchable alongside cost centers in one directory.

Data export & import

Move master data in and out of the platform in bulk, instead of re-keying it record by record.

See your own master data structured properly.

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