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Manage multiple companies in ThinkOut

Check how to manage your cash flow for more than 1 company.

Sorina Miron avatar
Written by Sorina Miron
Updated over 3 weeks ago

If you manage multiple companies, you can monitor your cash flow separately and check financial results for the entire group.

How to add a new company in ThinkOut?

  1. Click the company name on the top of the page

  2. Click Add workspace

Next, you'll have to:

  • Fill in your new workspace name

  • Select the country your company is based in

  • Select the currency

  • Pick a category structure that best fits your needs

  • Invite your team


The category structure

Based on the specific needs you have for the newly created company, you may choose one of the next 3 options for your category structure:

  • basic - it contains only 2 inflow categories (Sales and Uncategorized Inflows) and 2 outflow categories (Expenses and Uncategorized Outflows)

  • default - the standard category structure for any ThinkOut account that is more detailed than the first one. Don't forget that you can customize the structure however you want afterwards

  • from an existing company - you can copy the category structure that you already defined for a previous company


Users invited

The roles offered to your team members when creating a new company can be changed at any time.


Financial indicators on a group level

Check your consolidated results by clicking Management - Overview to see a series of financial indicators for all the companies you have created workspaces for.

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