Switching between companies

Manage multiple companies from one Pluvel account.

You have an LLC for your consulting business, another for your rental property, and you’re about to start a third for a new venture. Managing separate logins for each one is a hassle.

One Pluvel account handles all of them. Switch between companies with a click — each has its own completely separate books, bank connections, and settings, but you only need one login.

Add another company

1. Open the company switcher

   Click your company name in the top navigation.

2. Click Add Company

   Click Add Company at the bottom of the dropdown.

3. Choose company type

   • Form a New Company — Start a new business
   • Add Existing Company — Add a business you already have
4. Complete setup

   Follow the setup process for the new company.

Switch between companies

Using the company switcher

1. Click your company name in the top navigation
2. Select the company you want to view
3. Dashboard updates to show that company’s data

Keyboard shortcut

Press Cmd+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	✓

You cannot combine data across companies or transfer transactions between them.

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:

1. Go to Settings → Account
2. Find Company Order
3. Drag companies to reorder
4. Save

Your most-used company can be at the top.

Remove a company

If you no longer need a company:

1. Switch to that company
2. Go to Settings → Company
3. Scroll to bottom
4. Click Delete Company
5. Confirm deletion

Deletion is permanent. All data for that company is erased. Export your data first if needed.

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

For accountants with many clients, Firm Mode billing offers volume pricing.

Related

Set up company

Add a new or existing company.

Firm Mode

Manage many clients more efficiently.