One Workspace For Every Entity You Run

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Most expense management tools are built for one thing: a single company, a single set of books, a single team. The moment your business gets more complex than that β€” a second entity, a new division, a client brand you’re managing spend for β€” those tools start to break down.

You end up with multiple logins, duplicated approval workflows, and a finance team piecing together the full picture from five different tabs. That’s not a scale problem. It’s a tools problem.

Swipey’s multi-entity management is built for how businesses actually operate.

The Problem: Your Business Is Multi-Dimensional. Your Finance Tool Isn’t.

It doesn’t matter how your complexity is structured β€” the pain is the same. If you’re managing more than one “bucket” of spend, you know the friction.


Separate logins for every entity, every time you need to approve or check something

No consolidated view which makes total spend across every entity is a manual calculation

User onboarding duplicated per entity with no central control over access

Approval workflows siloed per account β€” pending items scattered across multiple inboxes

Month-end close is a reconciliation nightmare because nothing was designed to connect

This is operational drag. And it compounds the more entities you add.

One Workspace. Every Entity. Finally in One Place.

Swipey now gives you a single workspace to manage all your entities β€” each one its own account, with its own cards, balances, and transaction data β€” but all visible and actionable from one login.

What you can do from one workspace:

πŸ“Š

Consolidated dashboard
Every entity’s balance, card activity, and spend in one view. No more switching accounts just to get the full picture.
πŸ’³

Cards per entity
Physical or virtual cards for each entity β€” with independent spend limits, merchant controls, and budgets.
πŸ‘₯

Central user management
Add team members to one or multiple entities without re-onboarding them each time. Permissions set per entity.
βœ…

Unified approvals
Pending spend from every entity flows into a single queue. One place to review, approve, and move on.

“We were running three entities across different logins. Book closing alone took us an extra week every month just to reconcile. With Swipey’s multi-entity setup, everything is in one place now β€” and our finance team actually closes on time.
-Swipey users”

Who This Is For

Multi-entity management is for any business where spend happens across more than one distinct structure and you need visibility across all of them.

🏒  Holding companies & group structures
πŸš€Β  Founders running multiple ventures
πŸ—οΈΒ  Divisions & business units within one company
🎨  Agencies managing multiple client brands
πŸͺΒ  Franchises & multi-outlet businesses
πŸ“Β  Project-based businesses tracking spend per project

The structure doesn’t matter. What matters is that you have more than one entity to manage and right now, your tools aren’t keeping up.

Separate Where It Matters. Connected Where It Counts.

Each entity on Swipey remains a distinct account β€” its own cards, its own balance, its own transaction history. Multi-entity management doesn’t merge your books. It connects your view of them.

Your operating subsidiary and your holding company have different budgets, different teams, and different purposes. Your marketing division and your logistics arm shouldn’t share a spend view. Swipey keeps them separate where it matters and gives you the consolidated picture where it counts.

That’s the difference between a tool built for one company and a platform built for how you actually operate.

1
Set up your entities
Add each company, division, brand, or project as its own entity in your workspace.
2
Assign cards & users
Issue cards and set user access per entity. One team member can have access to multiple entities β€” no duplicate onboarding.
3
Manage everything from one login
Switch between entities, review spend, and approve from a single unified workspace. No tabs, no friction.

Ready to bring all your entities under one roof?

Available on all Swipey plans. Set up your first entity group in minutes.

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