Each workspace keeps the following fully separated:
Documents: all receipts, invoices, and other extracted documents
Sources: connected email inboxes and mobile scanners
Integrations: accounting software (Xero, QuickBooks), cloud storage (Google Drive, Dropbox)
Settings: chart of accounts, business entities, email management, and members
This makes workspaces ideal for accountants and bookkeepers managing multiple clients, or for businesses that need to keep entities separate.
When you land on Receiptor AI, you'll see your current Workspace in the top-left corner.
From there, you can switch to any other workspace you have created, or go to Your Workspaces to see the full list, and create new ones.
Once inside a workspace, go to Settings in the left sidebar to configure it. The key sections to set up first:
General: set the workspace currency and business information. This context is used by the AI when extracting and categorizing documents, so it's worth filling in from the start.
Business Setup: configure your business locations and tax compliance settings.
Chart of Accounts: Create or import the chart of accounts that the AI will use to categorize your documents.
Members: invite team members and assign roles. See below.
Business Entities: define the legal entities that receive invoices and receipts, to improve extraction accuracy.
Email Management: control which senders are allowed or blocked across this workspace.
When you invite someone to your workspace (make sure you have admin access to the workspace), you assign them one of four roles:
Admin full access: documents, sources, activity logs, members, settings, and billing.
Members can view and manage documents, sources, and activity logs, but cannot manage members, settings, or billing.
Accountants can view documents, sources, and workspace data; can manage settings and billing, but cannot see other members' activity logs (only their own).
Guests can only connect and view their own sources and activity logs. No access to documents, reports, or any workspace settings. Useful for inviting clients to connect their inboxes without exposing your workspace.
Go to your profile menu (top-right corner).
Click ‘Your Workspaces’
Click ‘New’ and enter org name (e.g. “My Consulting LLC”).
You’ll see your newly created organization among all other organizations you have access to. You’ll also see your role and the organization members.
You can also use the switcher in the top-left corner to view or switch between your organizations.
Q: Can I transfer documents from one workspace to another?
A: Not yet, but our support team can assist with transfers upon request. Reach out via the in-app chat or at info@receiptor.ai.
Q: I manage multiple clients. Should I create a separate workspace for each one?
A: Yes, if possible. We recommend creating a dedicated workspace per client and connecting their email via Guest invitation. If that's not practical, you can manage multiple clients within a single workspace by using Business Entities to keep them separated.
If you need help transferring documents between Organizations, setting up guest access, or managing complex multi-entity configurations, contact our support team at info@receiptor.ai.
