If you have a team processing bank statements — whether that's a lending team, a firm of accountants, or a legal practice — organisations let you manage everyone under a single account with shared usage and centralised billing.

What Organisations Give You

An organisation is a shared workspace for your team. Instead of each person managing their own account and subscription, everyone works under one umbrella:

  • Pooled usage — your page and transaction limits are shared across the whole team, not split per person
  • Team management — invite colleagues by email, assign roles, remove members when they leave
  • Centralised billing — one subscription, one invoice, one billing contact
  • Role-based access — owners, admins, and members each have appropriate permissions

Roles Explained

Every organisation has three roles:

  • Owner — the person who created the organisation. Can manage billing, transfer ownership, and delete the organisation. There's always exactly one owner
  • Admin — can invite and remove members, manage pending invites, and configure organisation settings
  • Member — can upload documents, view their own projects, and run analysis. No access to team management

Creating an Organisation

If you don't already belong to an organisation, you can create one from your Settings page:

  1. Go to Settings
  2. Enter your organisation name (e.g. "Harvey Baker Solicitors" or "ABC Lending")
  3. Click Create

You'll automatically become the owner. The system generates a unique invite link you can share with your team straight away.

Inviting Team Members

Once your organisation is set up, invite people from the Settings page:

  1. Scroll to the Members section
  2. Enter the person's email address
  3. Choose their role — Admin or Member
  4. Click Add Member

If they already have an account, they'll be added immediately. If they're new, they'll receive an email invitation with a link to register. The invite is valid for 45 days.

Managing Invites

Pending and expired invites appear in a table below your members list. From there you can:

  • Copy the invite link — useful if you want to send it via Slack or Teams instead of email
  • Revoke an invite — if you sent it to the wrong person or changed your mind
  • Re-invite — if the invite expired before they signed up, this generates a fresh 45-day link

How Usage Works

This is one of the main reasons to use an organisation rather than separate accounts. Your plan's page and transaction limits are pooled across the entire team.

For example, if your organisation is on a Business plan with 500 pages per month, that's 500 pages shared between all members — not 500 each. This makes it easier to manage costs and means you only need one subscription regardless of team size.

Owners and admins can see how many pages each member has used in the current billing period from the Settings page.

Leaving or Removing Members

Admins and owners can remove any member (except the owner) from the Settings page. The removed user keeps their individual account but loses access to the organisation's shared usage and returns to the free tier.

Members can also leave voluntarily. The owner cannot leave — they must transfer ownership first.

When to Use an Organisation

Organisations make sense when:

  • Multiple people in your team process bank statements
  • You want one bill instead of separate subscriptions
  • You need to track usage across your team
  • You want to onboard and offboard people without them managing their own plans

If you're a solo user, you don't need an organisation — your individual account works just fine.

Set Up Your Organisation

Create an organisation and invite your team in minutes.

Go to Settings