Multiple businesses, one login
Multi-business support in Cleo Pay lets one login hold every business you run, such as each restaurant, venue or event company, and switch between them without signing out. Each business keeps its own vendors, bills, payments and bank accounts.
Business switcher
Pick a business from the switcher on the web or in the iPhone app. Cleo remembers the last one you used.
Separate records
Contacts, bills, payments and bank accounts stay with the business they belong to.
Separate teams
Invite a manager to one business without giving them access to the others.
How it works
How multi-business works
Create your first business at sign-up, then add another or accept an invitation to one.
Set up each business with its own bank account, team, approvals and QuickBooks Online connection.
Switch between businesses from the switcher. Every screen shows the business you picked.
Every screen follows the business you pick.
When you switch, Pay, Get Paid, Contacts and Settings all show that business. Each one keeps its own approvals, team and accounting connection, so the books stay separate.
See a demo- Switch on the web or in the iPhone app
- Separate vendors, bills and payment history for each business
- A team, roles and approval rules for each business
- A QuickBooks Online connection for each business
Why it matters
No second login
Move between businesses without signing out and back in.
Books stay separate
Each business syncs to its own QuickBooks Online company.
On your phone too
The iPhone app switches businesses and keeps the last one you used.
Questions
Can I manage several businesses with one Cleo Pay login?
Yes. One login can hold several businesses, and you switch between them on the web or in the iPhone app.
Are vendors and bills shared between businesses?
No. Each business keeps its own contacts, bills, payments and bank accounts.
Can each business have its own QuickBooks company?
Yes. Each business connects to its own QuickBooks Online company.
Can I give a manager access to only one business?
Yes. Invite them to that business only. Roles and permissions are set for each business.
Which plan covers several venues or entities?
Groups with several venues or entities are on the Custom plan, which adds unlimited seats and volume pricing. Talk to us and we will set it up.