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Multiple Businesses/Workspaces

Feature Request

It would be really helpful if we could add multiple businesses to our account so we are able to organize our invoices and receipts easily, get insights on each business and send their transactions to separate GD folders. Here are a few key features:

  • Import invoices/receipts/statements 1x to master account and organize them under the correct business either by vendor, date or custom rule

  • Option to Import invoices/receipts to a specific business

  • Toggle back and forth between businesses from the same parent account

  • Send transactions to separate GD folders for easy bookkeeping

  • Add users to a specific business (instead of all businesses within the parent account)

Posted by Whitney Lee ·
Status: Completed4 comments

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Comments4

  • Jenny Dial

    •

    May 9, 2025

    I need an accountant portal to manage multiple clients! And I'd like the option to either bill myself or the client for the cost (preferably with some sort of discount if I'm adding on clients).

    • Mike Erman

      Team•

      May 8

      Hi Jenny, it’s done. You can select both options for each of your clients

  • Whitney Lee

    •

    Apr 29, 2025

    Also, the ability to manually move an invoice/receipt to another business in case the AI makes a mistake (or our rules aren’t refined enough)

    • Curium1

      •

      Jul 21, 2025

      Good feature but just use a different email.