Create an entity

What an entity is

An entity is one company or client. Every report you build in Report Studio belongs to an entity.

Create an entity

Select Create entity (or Create your first entity on the Welcome page) to open the form.

1. Enter the Entity name — the company or client this set of reports belongs to.
2. Enter the Nature of business — a few plain sentences on what the entity does. This helps FireAI place ledgers and write clearer notes.
3. Select Create entity. You are taken to the new entity's Overview, which shows the next step: upload a Trial Balance.

Both fields are required.

Optional business details

Select More business details to add:

• Company type — for example Private Limited.
• Accounting standard — the options depend on the company type.
• Registered address

Select Hide business details to collapse them again. These can be left as they are and changed later.

How it works

Select How it works at the bottom-left of the form to read the step-by-step guide, from creating an entity to downloading Excel reports. Select Start creating to go back to the form.