Sidekick for Multi-Entity Operators
Run shared customers and operations without blurring entity control.
Coordinate organizations, locations, entities, permissions, catalogues, orders, finance, reporting, voice, protection, and governed workflows.
Start with Sidekick for Multi-Entity Operators
Where the day gets stuck
Shared services duplicate records
Consolidated reporting lacks traceability
Your Sidekick product recipe
Deep apps, connected around the way this business works.
Business operations
Sidekick ERP
Finance and operations on the same record.
Customer growthSidekick CRM
Know every customer. Move every opportunity.
Money and commerceSidekick Commerce
Sell across channels without splitting inventory or customers.
CommunicationsSidekick Voice
Business calling with real phones and real help.
ProtectionSidekick Protect
Know what is protected and prove it can recover.
PlatformSidekick AI
AI that can see the work and help move it forward.
Who gets value
Different roles, one operating record.
Sidekick gives each person a focused way into the same customer, work, and financial context.
- 01Entity leader sees local operations
- 02Shared service team sees assigned work
- 03Group finance sees traceable consolidation
Workflow 1
onboard a new operating entity
A practical Sidekick workflow that helps the team onboard a new operating entity.
- Create identity and controls
- Assign products and permissions
- Publish catalogues and workflows
- Verify readiness
Workflow 2
handle a shared customer correctly
A practical Sidekick workflow that helps the team handle a shared customer correctly.
- Resolve relationship and entity
- Apply correct terms and tax
- Route operational work
- Record entity-specific result
Workflow 3
review consolidated variance
A practical Sidekick workflow that helps the team review consolidated variance.
- Compare entity performance
- Trace source transactions
- Explain exceptions
- Assign local action
Sidekick AI in the work
Useful actions, grounded in the operating record.
- Explain entity variance
- Summarize cross-entity relationships
- Flag control and readiness gaps