Add another company
Choose company type
- Form a New Company — Start a new business
- Add Existing Company — Add a business you already have
Switch between companies
Using the company switcher
- Click your company name in the top navigation
- Select the company you want to view
- Dashboard updates to show that company’s data
Keyboard shortcut
PressCmd+K (Mac) or Ctrl+K (Windows) to open the command palette, then type the company name.
What’s separate between companies
Each company is completely separate:| Data | Separate per company |
|---|---|
| Bank accounts | ✓ |
| Transactions | ✓ |
| Invoices | ✓ |
| Customers | ✓ |
| Vendors | ✓ |
| Employees | ✓ |
| Reports | ✓ |
| Compliance | ✓ |
| Settings | ✓ |
What’s shared
Some things are account-level (not company-specific):| Feature | Shared across companies |
|---|---|
| Your login credentials | ✓ |
| Team members | Per company (must invite separately) |
| Billing | Per company (each billed separately) |
Use cases
Multiple businesses
If you own several businesses (even related ones), each should be its own company in Pluvel:- Separate legal entities
- Separate books and taxes
- Clear liability separation
Holding company structure
If you have a holding company with subsidiaries:- Add each entity separately
- Maintain separate books
- Switch between them as needed
Managing client companies
Accountants and bookkeepers can add client companies:- Each client is a separate company
- Switch between clients easily
- Consider Firm Mode for a better multi-client experience
Company order
The company switcher shows companies in the order you added them. To reorder:- Go to Settings → Account
- Find Company Order
- Drag companies to reorder
- Save
Remove a company
If you no longer need a company:- Switch to that company
- Go to Settings → Company
- Scroll to bottom
- Click Delete Company
- Confirm deletion
Billing
Each company has its own subscription:- Add a company → starts a trial
- Upgrade each company separately
- View individual billing in each company’s settings
Related
Set up company
Add a new or existing company.
Firm Mode
Manage many clients more efficiently.