In Finances, a single login brings together your personal finances and the companies you're part of, whether as owner or as a guest. Each company has its own data, its own accounts and its own team. This article shows how to switch between them, add companies, invite people and choose what each one can do.
Having companies and inviting users is part of the Enterprise plan. People invited to a company use its owner's plan, so they don't need a subscription of their own.
For the example we'll use Marina, owner of Estúdio Aurora, who wants to bring in her business partner, her finance assistant and her accountant.
Switch between personal and companies
At the top of the sidebar, the Active account selector shows where you are and lists everything you have access to, in three groups:
- Personal accounts: your personal finances and those of anyone who shared theirs with you.
- Workspaces — Owner: the companies that belong to you.
- Workspaces — Collaborator: the companies you were invited to, with your role next to each.
Pick one, and the menu, entries and reports become that account's. Nothing mixes: an expense recorded in Estúdio Aurora doesn't show up in Marina's personal finances.
Add and archive companies
Companies live in Settings › Companies, which lists each one with your role and the Current, Shared or Read-only badges.
To create another, click Add New Company. Registration has four steps: Add New Company, Company Details (trade name, legal name, tax ID, tax regime, address, main currency), Segment and Size and Summary and Confirmation.
Enterprise already includes one company. Each additional company charges a seat of R$ 89.90 a month (or R$ 1,078.80 a year on the annual plan), added to the subscription. Before creating it, Finances shows the amount and asks you to confirm. The first charge is prorated to the days left in the cycle and happens right away. After that, it renews with your Enterprise invoice.
Marina opened Aurora Eventos as a second company and confirmed the R$ 89.90 monthly seat.
To stop paying for a company, use Archive. The data is kept, the company goes into Read-only mode and you get an immediate prorated seat credit. Reactivate makes it editable again and, if it's an additional company, charges the seat again. Only the owner can archive and reactivate.
Deleting for good is something else: it's under Settings › Danger zone, erases the company and all its data, can't be undone and only the owner can do it.
Invite users
In Settings › Users, click Invite User and fill in:
- Full name, Email and Phone.
- Access role: Administrator, Member or Viewer.
- Allow access to personal finances and Personal finances role: only shown to the owner. See the section on this access below.
If the email doesn't have a Finances account yet, the person gets an invitation to create a password. Until they do, they show up in the list with the Pending badge. If they already have an account, they get a notice that they were added, and the company appears in their selector under Workspaces — Collaborator.
Marina invited three people:
- Bruno, her partner, as Administrator.
- Júlia, the finance assistant, as Member, to record bills, pay payroll and issue receipts.
- Paulo, the accountant, as Viewer, to look at everything without changing anything.
In the list, Edit changes the role and Remove takes the person out of the company. Once removed, they immediately lose access to the company and to any personal finances you had shared through it.
What each role can do
Viewer
Read-only: sees entries, accounts, payroll, taxes, loans, invoices, reports and the income statement. Doesn't create, edit or export anything, and can't open Settings.
Member
Does the day-to-day work: records and pays income and expenses, makes transfers, registers clients, suppliers, accounts and categories, processes and pays payroll, records and pays taxes, handles loans and receipts, issues NFS-e and exports reports. In Settings, handles Taxes, Positions & Departments and Customization. Can't change the company data or the team.
Administrator
Everything a Member does, plus Company Data, Users (invite, edit and remove) and the NFS-e setup.
Owner
The person who created the company and pays its subscription. Only the owner:
- sets up the company's Notifications;
- shares their own personal finances with the team;
- archives, reactivates and deletes the company;
- transfers ownership.
Each company has a single owner. Nobody is invited as owner: the role only changes hands through a transfer.
Access to your personal finances
When inviting or editing someone, the owner can check Allow access to personal finances and choose the Personal finances role: Viewer, Member or Administrator. The person then sees your personal finances, the owner's, under Personal accounts in their selector. In the user list, they get the PF Access badge.
Think twice before checking it. It opens all your personal transactions to that person, and with the Member or Administrator role they can also record and change data there. The default when you check it is Viewer, the safest option.
Marina gave Paulo access as Viewer so he could prepare her income tax return without asking for statements. When the return was done, she unchecked the access, and Paulo kept access only to Estúdio Aurora.
Transfer ownership
In Settings › Users, click Transfer ownership. Pick the New owner, who must be an Administrator of the company, and confirm with your password. You become an Administrator.
If the list is empty, promote someone to Administrator before transferring.
When Marina decides to step back from the studio's day-to-day, she can transfer ownership to Bruno and stay in the company as an Administrator.
How this connects to the rest
- Subscription: the owner's plan covers the company's whole team, and each additional company adds a seat.
- Logs: invitations, role changes, removals and transfers are recorded in the company's audit log.
- Notifications: company alerts, such as installment reminders, go to the owner.
- Every other module follows each person's role, as in the matrix above.
Where to go next
- Getting started with your company: what to set up right after creating a company.
- Notifications: how the owner chooses alert channels.
- Company expenses and income: the work Members and Administrators do every day.
In short: switch accounts in the Active account selector, add companies by paying a seat for each extra one (and archive to stop paying), invite each person with the role they need, share your personal finances only when it makes sense and transfer ownership to an Administrator when the time comes.