How to Manage Multiple Companies in One Flitz Account: A Step-by-Step Setup Guide
Running several companies or managing clients as a fiduciary usually means juggling logins and spreadsheets. Here's how to consolidate everything into one secure, white-labelled Flitz account.
If you run more than one business, or if you manage accounting and admin for several clients as a fiduciary, you probably know this problem well: separate logins for every company, spreadsheets to track who has access to what, and the constant risk of mixing up data between entities. It works, but it doesn't scale — and it gets messy fast once you pass two or three companies.
Flitz.ai's Multi-Tenant and White Label feature is built to replace that patchwork with a single, controlled account. Here is how to move from the manual setup to a fully structured multi-company workspace, step by step.
Step 1: Map out your current structure before you touch any settings
Before changing anything, list every company or client entity you currently manage, who needs access to each one, and what level of access they need. This matters because Flitz enforces complete data isolation between companies — nothing is shared by default. Getting this list right up front saves you from re-doing role assignments later. For a fiduciary, this is also a natural moment to decide which clients will get their own branded portal and which won't.
Step 2: Create your first additional company inside your account
Instead of opening a new account with a new login, you add a new company directly inside your existing Flitz account. Each company you create gets its own isolated workspace for invoicing, accounting, banking, CRM, and HR data. What to expect: no data bleeds between companies — reports, documents, and transactions stay strictly within the entity they belong to, which matters for audit trails and MWST handling across separate legal entities.
Step 3: Set up a custom subdomain per company
Once a company exists in your account, assign it its own subdomain. This gives each entity — or each client, if you're a fiduciary — a distinct, recognisable address to log into, rather than everyone sharing one generic URL. Expect this step to take a few minutes per company, and it immediately makes day-to-day navigation clearer for anyone working across multiple entities.
Step 3.1: Apply white-label branding if you're client-facing
If you offer Flitz to your own clients — as a fiduciary, bookkeeper, or business consultant — this is where your service starts looking like your product. Upload your logo, set your brand colors, and connect your own domain. Your clients log in and see your branding throughout, not Flitz's. The platform itself stays the same underneath; only the presentation changes. You can review the full capability on the Multi-Tenant and White Label feature page.
Step 4: Assign roles instead of handing out full access
This is usually the step that replaces the most manual work. Instead of sharing one login and one password across a team — or trusting everyone with full access because creating separate permissions felt like too much effort — you assign one of four roles per person, per company:
- Owner — full control over the company, including billing and user management
- Admin — manages day-to-day operations and settings
- Accountant — access to financial modules needed for bookkeeping and reporting
- Viewer — read-only access, useful for stakeholders who need visibility without edit rights
What to expect: a bookkeeper can be given Accountant access to exactly the companies they work on, nothing more. A business owner overseeing multiple ventures can hold Owner rights across all of them while giving staff narrower roles per entity.
Step 5: Invite team members with granular permissions
Once roles are defined, send invitations directly from within each company's settings. Each invited user only sees the companies and data they've been granted access to — not the full list of entities in your account. This is particularly useful for fiduciaries managing several clients: your staff can be invited to specific client companies only, keeping each engagement cleanly separated without needing separate Flitz accounts for every client.
Step 6: Review and adjust access as your structure changes
Businesses evolve — you might add a new subsidiary, onboard a new client, or have a staff member change roles. Because permissions are managed centrally per company, adjusting access takes a few clicks rather than a round of emails and password resets. Revoking access when someone leaves a project is just as straightforward as granting it.
What changes once this is set up
After completing these steps, you end up with one login experience, multiple fully isolated companies, branded portals where needed, and a clear permission structure that matches how your team or client base is actually organised. For fiduciaries, this also opens the door to offering Flitz as part of your own service offering, under your own name, without building any infrastructure yourself.
The manual alternative — separate tools, shared passwords, and spreadsheet-based access tracking — doesn't disappear overnight for most SMEs because switching feels disruptive. But the setup above is designed to be done in an afternoon, not a quarter, which is usually the real barrier to making the change.