Each business gets its own separate workspace with its own records, reports, and cash flow — all under one account.
Switch between businesses in one click. Every business has completely separate income, expenses, invoices, bills, customers, reports, and cash flow — no data mixing.
On Pro and Business plans, the AI Financial Assistant works within each workspace — so your questions and answers stay specific to that business's records, with no data mixing between workspaces.
AI answers are based on the workspace you are currently in. Records stay separated by workspace — the AI will not mix data between businesses. Your accountant can still review and advise on each business separately.
How did the Design Studio perform this month compared to last month?
Based on your Design Studio records: revenue is up $1,200 from last month. Expenses stayed similar. Net income improved from $5,600 to $6,800. You can ask next: which client drove the most revenue, or compare this quarter to last quarter. (Sample data)
See what to compare when separate records, workspace context, and per-business review matter.