Managing Multiple Companies
Switch between companies, add a new one and keep each company's data separate.
One Fynance login can manage several companies. Each company has its own bank accounts, transactions, invoices, reports and users, so nothing is mixed between them.
Switch between companies
- Click the company name in the top bar. Your role in that company is shown next to it.
- In Switch company, search or pick the company. The whole app reloads with that company's data.
Add a new company
- Open Switch company and click + Add another company.
- Follow the steps to create it, then connect its bank accounts (see First Steps).
See all your companies
Click your initials (top right) and choose Manage account. The Companies tab lists every company you can access.
Good practices
- Always check the company name in the top bar before you confirm transactions, send an invoice or connect Stripe.
- Connect each company's own bank and Stripe accounts only. Do not use one company's account for another.
- Connected AI apps reach one company per connection (see Chart of Accounts, Users and Settings).