Setting Up Multi-Entity on Swipey (Beta)

Multi-entity lets you manage all your companies from one Swipey login — each with its own cards, budgets, and admins, all accessible without logging out.


Which situation applies to you?

Path A

New to Swipey, or only one company registered

Register your first entity, then request to add more.

1
Register your first company

Sign up at swipey.co/register and complete eKYB verification for your entity. Your first workspace is ready immediately after approval.

2
Add your additional entities

Each entity goes through its own eKYB verification. Once approved, it will appear as a separate workspace under your account.
For any inquiries, reach out to us:

💡 Each entity goes through eKYB verification separately. Swipey handles compliance for each one. Once approved, they all appear under your single workspace.
3
Switch between your entities

Once all entities are verified, you'll see a My Company Dashboards switcher at the top left of your dashboard. Click it to jump between entities instantly — no extra login needed.


Path B

Multiple entities already registered separately on Swipey

If your companies were set up as separate Swipey accounts, link them under one login by inviting yourself across entities.

How it works: Swipey matches your identity across entities using your name, email, and phone number. When a match is found, the companies are automatically linked under one dashboard.
1
Log in to any one of your existing Swipey company accounts

It doesn't matter which entity you start from.

2
Go to Settings → Employees tab

Click on Settings at the bottom left of your account and select Employees tab. 

3
Click Invite Employee

You'll find the button on the right of the Employees page.

4
Fill in the form using the same details as your other company account

Use the exact same:

  • Employee's Name — as registered on the other entity
  • Employee's Email — same email address
  • Phone number — same phone number
⚠️ Important: Name, email, and phone must match exactly. This is what triggers the automatic entity link.
5
Click Continue

Swipey will automatically detect the matching details and link both companies under your login.

6
Refresh — your entities are now linked

You'll see the My Company Dashboards panel at the top left. Use Switch workspace to move between entities.

💡 Repeat Steps 2–5 for any additional entities you need to link.

✅ Once your entities are linked

  • Each company has its own cards, budgets, transactions, and admins — nothing mixes
  • Switch between dashboards instantly from the top-left switcher
  • Invite different team members to each entity separately

This feature is currently in early access. Join the waitlist or register on Swipey if you're new.

Need help getting set up? Reach out to us on Whatsapp. 
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