Agentic AP for Single
and Multi-Family Offices
Single and multi-family offices run on a web of LLCs, trusts, and SPVs. Blackbee AI gives your finance team one agentic layer that handles intake, approvals, and AP across every entity in Sage Intacct and NetSuite — without the reconciliation drag.
Why family office finance teams
are drowning in entity sprawl
Entity sprawl breaks every AP workflow
A mid-size family office runs 1 to 100+ legal entities across LLCs, trusts, and SPVs. Each has its own chart of accounts, approval chain, and signing authority. A single vendor invoice can touch 3 entities and require intercompany allocation that AP does manually in Excel before the invoice can even be coded.
Investment ops and household spend live in different worlds
Capital calls, K-1 distributions, and fund admin invoices follow one workflow. Property management, aircraft, household staff, and lifestyle spend follow another. Finance ends up maintaining two parallel AP processes, and consolidation happens once a quarter — if you’re lucky.
Month-end close is a reconciliation nightmare
Intercompany transfers between entities, allocations across trusts, and manual journal entries pile up. Controllers spend 5 to 8 days just reconciling before they can close. Auditors see the mess. Principals see delayed reporting.
Every new entity adds manual work, not leverage
Each new LLC, SPV, or trust means a new approval matrix, new signers, new GL codes, and a new vendor onboarding flow. Your finance team scales linearly with entity count. There is no operating leverage.
One agentic layer across every
entity, every ERP, every workflow
Blackbee AI's 14 agents sit above Sage Intacct and NetSuite and handle the work that family office finance teams do manually today.
Unified intake across all entities
Pipe requests from email, Slack, vendor portals, and property managers into one workflow. The Intake Agent automatically identifies the correct entity, routes to the right approver, and codes the invoice before it ever hits your ERP.
Learn about Intake AgentAutomatic intercompany allocation
The Approval Orchestration Agent handles multi-entity allocations based on your rules. When a shared vendor invoices 3 LLCs, Blackbee splits the invoice, applies the correct dimensions in Sage Intacct or classifications in NetSuite, and books intercompany entries automatically.
Learn about Approval Orchestration AgentNative Sage Intacct and NetSuite integration
Full support for Sage Intacct dimensions (location, department, class, custom) and NetSuite OneWorld subsidiaries. Real-time sync of vendors, POs, bills, and approvals. No middleware. No CSV exports.
Built for the work your
finance team actually does
Capital calls and fund admin
Automate invoice processing from fund administrators, match to capital call schedules, and route K-1 distribution tracking across beneficiary entities.
Property and real estate operations
Handle property manager invoices, CAM reconciliations, and multi-property expense allocation. Integrates with property-level entities in your ERP.
Household and lifestyle spend
Track aircraft operating costs, household staff payroll vendors, art and collectibles acquisitions, and personal property expenses with the same controls as investment ops.
Trust and estate administration
Route trust-level expenses to the correct trustee approver, maintain audit trails for beneficiary reporting, and automate distributions to sub-trusts.
Investment operations
Process management fees, performance fees, audit and legal invoices from GP/LP arrangements, and fund of fund administrative costs.
Tax and compliance
Centralize invoices from tax preparers, accountants, and legal counsel across entities. Auto-tag for year-end reporting and audit prep.
Works natively with the ERPs
family offices actually use
Sage Intacct — the family office standard
Blackbee AI uses Sage Intacct dimensions as a first-class construct. Every invoice is tagged with entity, location, department, and any custom dimensions you've set up. Multi-entity consolidation happens automatically. No manual journal entries for intercompany allocations.
See Sage Intacct integrationNetSuite OneWorld — for larger multi-family offices
Full subsidiary support across NetSuite OneWorld. Automatic intercompany journal entry generation, multi-book accounting compatibility, and real-time vendor sync across all subsidiaries.
See NetSuite integrationWhat family offices see
in the first 90 days
5–8 days → 1–2 days
Month-end close time across entities
80%+ touchless processing
Invoices that never require manual touch
100% intercompany automation
Multi-entity allocations handled by agents, not Excel
2–4 week deployment
Live on Sage Intacct or NetSuite
“Blackbee AI gave our 6-person finance team the leverage of a 20-person team. We close across 40 entities in 2 days now. That used to take a week.”
— CFO, Multi-Family Office (name withheld)
The agents doing the work
See Blackbee AI running
on your entity structure
Book a 20-minute demo. Bring your entity list. We'll show you exactly how Blackbee AI handles multi-entity AP, intercompany allocation, and month-end close for family offices your size.
Explore More
Multi-Entity Real Estate
Property-level cost allocation and consolidated reporting across portfolios.
For CFOs
Real-time spend visibility and forward-looking cash flow intelligence.
Sage Intacct Integration
Native dimension support for multi-entity family office accounting.
NetSuite Integration
OneWorld subsidiary support and real-time intercompany sync.
All 8 Blackbee AI Agents
See the full suite powering Agentic Intake-to-Pay.
Book a demo
See agentic finance running on your own ERP data.