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HelpSettingsManaging multiple businesses

Managing multiple businesses

For owners with more than one business — switch workspaces and view combined metrics.

Updated 2026-04-25

If you own more than one business, you can run each as a separate workspace under one Ledgable account.

When to use multiple workspaces

Use one workspace per separately-incorporated entity. For example:

  • One ABN that operates two trading names but files one tax return → one workspace, two cost centres
  • Two separate ABNs (a trust + a Pty Ltd, say) → two workspaces
  • This matches what your accountant will need at tax time. Mixing entities in one workspace makes lodgement messy.

    Creating an additional workspace

  • From the workspace switcher (top-left of the sidebar), click + Add workspace.
  • Enter the new business name, slug, and kind.
  • Choose whether to seed the default chart of accounts or import one.
  • Each workspace has independent:

  • Chart of accounts
  • Bank feeds (you can connect different banks per workspace)
  • Transactions and journal entries
  • Invoices and contacts
  • Reports
  • Team members
  • Subscription tier (each workspace can be on a different plan, billed independently)
  • Switching workspaces

    The workspace switcher in the top-left lists every workspace you have access to. Click to switch — the URL updates and all subsequent actions apply to the selected workspace. The active workspace cookie persists across sessions, so you'll land back in the same workspace next time you log in.

    Combined Multi-Business overview

    Available on the Professional and Firm plans.

    Reports → Multi-Business overview shows combined metrics across all your business workspaces:
  • Combined revenue, expense, net profit (sum across workspaces, AUD)
  • Per-business revenue mix
  • Combined cash position
  • Aged AR / aged AP roll-up
  • BAS lodgement calendar across all entities
  • This view is read-only for cross-entity insight. To act on a specific item, click through to the relevant workspace.

    Limitations

  • No cross-entity transactions yet. If you transfer money between two businesses you own, post a journal entry in each workspace separately. We don't have automatic intercompany reconciliation in the product yet.
  • Combined reports are sums, not consolidations. No elimination of intercompany balances. For audited consolidation, export each workspace's books and use a separate consolidation tool.
  • Each workspace is billed individually. There's no "multi-workspace discount" today. We're considering a Firm-tier bundle for owners with 3+ workspaces — please email [hello@ledgable.co](mailto:hello@ledgable.co) if this would help you.
  • Keyboard shortcut

    Cmd/Ctrl + K opens a quick-switch palette. Type to filter, Enter to switch.

    Need more help?

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