All playbooks
Multi-entity (group) rollup
One question, every entity, one answer. Group controllers ask for spend, balances or open items across every entity they cover and get a consolidated view, without logging into each entity or stitching spreadsheets together.
How it works
- Identifies every entity you can access and runs the same question across all of them.
- Combines the results into one view, and is explicit about which entities answered and which could not.
- Highlights the outliers: the entity behind on approvals, holding the risk, or driving the spend.
- Drills into any single entity on request, without you switching context.