Setting Up Multi-Entity on Swipey (Beta)

Multi-entity lets you manage all your companies from one Swipey login — each with its own cards, budgets, and admins, all accessible without logging out.


Which situation applies to you?

Path A

New to Swipey, or only one company registered

Register your first entity, then request to add more.

💡 Adding a new entity that isn't on Swipey yet? Each new entity needs to go through its own KYB registration first. Follow Path A to get it registered, then come back here to link it.

1
Register your first company

Sign up at swipey.co/register and complete KYB verification for your entity. Your first workspace is ready immediately after approval.

2
Add your additional entities

Each entity goes through its own KYB verification. Once approved, it will appear as a separate workspace under your account.
For any inquiries, reach out to us:

💡 Each entity goes through KYB verification separately. Swipey handles compliance for each one. Once approved, they all appear under your single workspace.
3
Switch between your entities

Once all entities are verified, you'll see a My Company Dashboards switcher at the top left of your dashboard. Click it to jump between entities instantly — no extra login needed.


Path B

Multiple entities already registered separately on Swipey

If your companies were set up as separate Swipey accounts, link them under one login by inviting yourself across entities.

How it works: Swipey identifies you by your phone number. As long as the phone number matches, you can use a different email address for each entity — each workspace can have its own. And since your identity is already verified on Swipey, no re-verification is required when linking additional entities.
1
Log in to any one of your existing Swipey company accounts

It doesn't matter which entity you start from.

2
Go to Settings → Employees tab and click Invite Employee

Click on Settings at the bottom left of your account, select the Employees tab, then click the Invite Employee button on the right.

3
Fill in the invite form

Enter the following details:

  • Phone number — must be the same phone number registered on your other entity. This is how Swipey recognises you as an existing user. The person being invited must also have already completed eKYC verification on Swipey.
  • Email address — can be the same or a different email. You can use a unique email per entity if preferred.
  • Name — enter as preferred for this entity.
⚠️ Double-check the phone number before continuing. If it doesn't match your existing account, Swipey will treat it as a brand new user — which will cause issues when setting up access. The phone number is the only field that must match exactly.
4
Click Continue

Swipey will automatically detect your existing account via the phone number and link both entities under your login.

5
Refresh — your entities are now linked

You'll see the My Company Dashboards panel at the top left. Use Switch workspace to move between entities.

💡 Repeat Steps 2–4 for any additional entities you need to link.

✅ Once your entities are linked

  • Each company has its own cards, budgets, transactions, and admins — nothing mixes
  • Switch between dashboards instantly from the top-left switcher
  • Invite different team members to each entity separately
  • Each entity can have its own email address for the same person — no need to use the same one everywhere

💡 Good to know before you start

A couple of things to keep in mind as you set up your entities.

📧 Bill forwarding always goes to your first entity

When you forward bills to bills@swipey.co, they will always be created under the first company you added to your account — regardless of which entity the bill is intended for.

Workaround: For bills belonging to other entities, upload them manually from within the correct company workspace.

🔗 Each entity needs its own accounting connection

You cannot connect the same accounting account (e.g. the same Xero or QuickBooks account) to more than one Swipey workspace. Each entity requires its own separate accounting connection.

This feature is currently in early access. Join the waitlist or register on Swipey if you're new.

Need help getting set up? Reach out to us on WhatsApp.
Chat on WhatsApp
Was this article helpful?