What an entity is
An entity is a legal company, such as an LLC, Inc, Ltd or GmbH. Each entity gets:- Its own KYB (separate from the admin’s KYC).
- Entity-scoped account and vault records. Fiat custody follows the relevant partner terms.
- Card services where enabled.
- Entity-scoped activity records.
- Its own beneficial-owner attestations.
Setting up
1
Open your business account
First entity is created during signup. Complete the entity and individual verification requested by the provider.
2
Add a second entity
From the dashboard, Entities → Create entity. Provide the legal name, registration number, country, and beneficial-owner detail. KYB runs on this entity independently; timing depends on the review.
3
Switch context
Top-left of the dashboard shows the active entity. Tap it to see the entity picker. The dashboard re-renders to show the active entity’s balances, cards, payroll, and activity.
Permission model
Permissions are per entity. The admin user has access by default; teammates can be invited per entity with a specific role. A teammate with Finance role on Entity A doesn’t see anything in Entity B unless they’re separately invited there. See Team roles for the full role matrix.When to use multi-entity vs separate accounts
Use multi-entity when:- You’re the same human across all the companies (e.g., you’re the founder of multiple).
- You need to switch between entity contexts in one account.
- The companies share a beneficial owner (you).
- The companies have meaningfully different beneficial owners and you don’t want one admin user with cross-entity access.
- The companies operate in different jurisdictions where regulatory reasons require separate banking relationships.
- You’re an accountant or operator managing multiple unrelated clients (in which case each client opens their own).