# New: Intercompany Balances View

We're excited to introduce Carta's Intercompany Balances view, a relationship-centric dashboard for tracking obligations across your firm.

Whether you need to track reimbursements to the management company, fund-to-fund balances, or other intercompany liabilities, you now have centralized oversight.

## Why is this valuable?

Firms often struggle with reconciling due-to and due-from balances across entities like funds, their management company, SPVs, and GP entities. The Intercompany Balances view improves your firm-wide visibility and operational efficiency with a unified, entity-level view.

Within each entity in Carta, you can instantly check outstanding balances across related entities in the firm. This enables:

- **Firm-level Clarity**: Easily see net amounts due-to and due-from a primary entity and all related entities.
- **See What Ties Out**: Balances are automatically categorized as "Settled," "Ready to Settle," or "Pending Review” so you immediately know what’s actionable.
- **Visibility into Available Cash**: Confirm sufficient funds are available for settlement with a real-time view of entity bank balances.
- **Audit the Underlying Journals**: Quickly dig into entities’ trial balances for deeper review of intercompany accounts and journal details.

## Coming Soon: Bulk Settlement

The Intercompany Balances view is just the first step. We are actively building the next phase, which will allow you to settle multiple balances in a single workflow.

## Who is this available for?

This feature is available to all Fund Admin customers.

## How do I learn more?

For more information on the Intercompany Balances view, check out [this detailed walkthrough](https://support.carta.com/kb/guide/en/how-to-use-the-intercompany-balance-tool-8UZdXmPfhZ/Steps/4907077).

Sam Engel