Multi-Business

One login.
Every business.

Operate multiple businesses from a single Cleo Pay account. Each entity has its own contacts, bills, payments, and bank accounts. Switch between them instantly without logging out.

Business selector

Switch between businesses from the home screen. The active entity drives all data and API calls.

Isolated data

Each business has its own contacts, invoices, payments, and bank connections. Nothing bleeds across.

Per-entity settings

Net terms, invoice numbering, and payment preferences are configured independently per business.

Connected
Multi-Business
OverviewActive
Coastal Resort Group$4,280.00Paid
Summit Hotels LLC$1,950.00Pending
Bay Hospitality Co$3,120.00Paid
3 itemsProcess
Payment initiatedJust now
UnlimitedBusinesses per account
1 tapTo switch entities
100%Data isolation between businesses

How it works

Manage multiple businesses easily

01

Create your first business during signup. Add more entities from Settings at any time.

02

Each business gets its own vendor network, bills, and bank accounts.

03

Switch between businesses with a single tap. All data updates instantly.

Business Context

Every screen adapts to the active entity.

When you switch businesses, every screen in Cleo Pay reflects that entity's data. Contacts, bills, payments, and settings all change instantly. Some accounts can also be set to receive-only mode.

Add your businesses
  • Business selector accessible from the home screen header
  • Each entity has independent vendor connections and payment history
  • Receive-only mode hides payment initiation for certain accounts
  • All API calls scoped to the active business context

Why it matters

One dashboard

Manage every entity from a single app. No separate logins or accounts needed.

Data isolation

Vendor data, financial records, and settings are fully separated between entities.

Instant switching

Move between businesses in a single tap. No logout or re-authentication required.

Run all your businesses from one app.

Separate books. Separate vendors. One powerful dashboard.

Get started free