Workspaces

Workspaces are the foundation of Beel's multi-tenant architecture. Each workspace is a completely isolated environment with its own data, settings, and billing.

Personal vs Team Workspaces

Personal Workspace

Every user gets a personal workspace automatically. Use it for individual invoice management or freelancer expenses.

Team Workspaces

Create team workspaces for your company, department, or client. Team workspaces support multiple members with role-based access.

Workspace Isolation

Each workspace is completely separate:

• Data — Invoices, bank statements, and reconciliations are scoped to the workspace
• Gmail connections — Each workspace manages its own email integrations
• Categories & rules — Custom categories and AI rules are workspace-specific
• Company profile — Separate legal name, tax ID, address, and currency
• Billing — Independent subscription per workspace
• Analytics — Dashboard metrics are scoped to the active workspace

There is no cross-workspace data visibility — even for workspace owners.

Account Settings

Each workspace includes:

• Account name — Your workspace identifier
• Account slug — Clean URL for accessing the workspace
• Account picture — Visual identifier in the workspace switcher

Switching Workspaces

Use the account switcher in the navigation to move between workspaces instantly. Your role and permissions are specific to each workspace.

Company Profile

Each workspace maintains its own company profile:

• Company Name — Legal name as it appears on invoices
• Tax ID / VAT Number — Used for invoice matching
• Company Address — Helps match invoices by address
• Preferred Currency — Default for dashboard and analytics

This information helps Beel's AI accurately identify invoices relevant to your business.

Best Practices

One Workspace Per Entity

Create separate workspaces for each company or subsidiary. Don't mix different legal entities.

Shared Team Members

The same user can belong to multiple workspaces with different roles in each. A CFO might be an Owner in one workspace and an Auditor in another.

Naming Convention

Use clear, descriptive names: "Acme Corp", "Acme Corp - EU Division", "Personal Expenses". This helps when switching between workspaces.