Working with more than one company

Switching companies

Your current company's name and logo are in the header. Click it to see Your Companies, with your role in each, and pick the one you want; its dashboard opens. With more than five companies, search the list by name.

On a phone, use Switch Company in the menu.

Your default company

Click the star beside a company to set it as your default: it's the one that opens when you sign in.

Adding another company

Your first company comes from the setup link we email you. To add another:

1. Go to Settings → Relations and choose Request a new company.
2. Tell us its name, how it relates to the companies you have (a subsidiary, common ownership or an investment), and anything we should know. Nothing is created from this form.
3. Our team reviews it and emails you an invitation link, good for 14 days.
4. Open the link, confirm the relationship, and acknowledge that the new company is billed separately and has its own agreements to sign. Then enter its details, the same as your first company.

Each company is separate

Every company has its own data, its own team and its own roles. Someone who works on two of your companies is invited to each, and can have a different role in each.

To see companies together in consolidated statements, link them under Relations.