Run multiple firms or teams effortlessly.
Manage multiple independent workspaces under one account. Separate clients, teams, and data — ideal for firms with multiple offices, departments, or owned entities.
∞
Workspaces supported
0
Data crossover between workspaces
1
Login for everything
What's included
Create and switch between workspaces without logging out. One login, multiple firms.
Clients, jobs, templates, and team members are fully isolated. No data crossover between workspaces.
Invite different staff members to each workspace with their own roles and permissions.
Each workspace has its own logo, domain, and client portal — perfect for different brands under one owner.
One billing account covers all workspaces. View usage and invoices across the portfolio from a single dashboard.
Owners can access all workspaces. Team members only see what they're invited to.
Real-world usage
One workspace per client firm you manage as an outsourced CFO. Separate everything, bill separately.
Mumbai office, Delhi office, Bangalore office — each with their own team, clients, and workflows.
Shared services team manages intake for 5 subsidiary companies — each in its own workspace.
Full capability list
Multiple workspaces under one account
Create and switch between workspaces without logging out. One login, multiple firms.
Completely separate data per workspace
Clients, jobs, templates, and team members are fully isolated. No data crossover between workspaces.
Independent teams per workspace
Invite different staff members to each workspace with their own roles and permissions.
Separate branding per workspace
Each workspace has its own logo, domain, and client portal — perfect for different brands under one owner.
Central billing management
One billing account covers all workspaces. View usage and invoices across the portfolio from a single dashboard.
Cross-workspace admin access
Owners can access all workspaces. Team members only see what they're invited to.
Start a 14-day free trial. No credit card required. Your team can be up and running in under 2 minutes.
14-day free trial · No credit card · Cancel anytime
Run multiple firms or teams effortlessly.