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Multiple Companies Under One Account
Multiple Companies Under One Account

Toggle between different companies to manage your funds and expenses between businesses

Updated this week

1. Register your second company

  • Sign up your second company with a different email address.

2. Invite your other company to the team

  • From the "team" tab in the sidebar, click the invite user button at the top right

3. Invite your other company

  • Send an invite using the email your registered your other company with.

  • Set the role as Admin, and set their monthly expense.

4. Accept the invitation

  • Log into the email you invited and accept the invitation

  • It will prompt you to create a user profile for that company

5. Switching between accounts

  • Now, when logging into the account that was invited, you will have the option to choose which company to manage

    • from the example above, now whenever logging in with [email protected], I can toggle between my two companies.

  • You can also toggle between companies once logged in by clicking on your profile picture on the top right

If you want to be able to toggle when logging in with either email, repeat the above steps on your second company and invite your first company to the team.

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