Companies, Team & Roles

Multiple companies, Relations, roles, and inviting your team.

1. Working with more than one companySwitch between your companies in one click, choose the one that opens first, and ask us to add another.
2. RelationsLink your companies as subsidiaries, sister companies or investments, and turn on consolidated statements for a group.
3. Inviting your teamInvite people by email, choose their role, and change or remove their access whenever you need to.
4. Roles and permissionsFour ready-made roles cover most teams; the owner can build custom roles with exactly the permissions they need.
5. Company settings and contactsYour company's details, logo, fiscal year and industry, whether Ask Lou is turned on, and the contacts you send reports to.