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What is the Group View and who can access it?

Managing multiple companies doesn't have to mean switching between them all day.

The Group View gives you a single place to see what's happening across all your companies. From wallet balances and pending actions to spend insights and statements, everything is brought together in one dashboard.

Who can access the Group View?

The Group View is available if:

  • You are an Admin or Accountant in two or more companies

  • All eligible companies are on the Business Plus plan

  • You're using Pemo on the web app

If you don't meet these requirements, the Group View won't appear in your account.

💡 Your access updates automatically. If you're added to or removed from a company as an Admin or Accountant, your Group View will update without any action required.

How to access the Group View

  1. Log in to Pemo on desktop

  2. Click the company switcher in the left sidebar

  3. Select Group View at the top of the list

You'll also see how many companies are included in your Group View.

💡 Only companies where you have an Admin or Accountant role are included. Companies where you're a Team Member or Team Lead won't appear.

What's included in the Group View?

The Group View is divided into three sections:

Section

What you'll see

Home

Pending actions, wallet balances, AI cash forecast, cashback and Corporate Tax widgets

Statements

Wallet statements for each company, plus a one-click option to download them all

Analytics

Combined spend insights, including top merchants, categories, and spending companies

📌 The Group View is designed for visibility. To take action, you'll be redirected to the relevant company workspace.

Can I filter by company?

Yes.

Use the company filter at the top of the page to choose which companies you want to include. All data updates automatically based on your selection.

Your filters are saved, so the next time you open the Group View, you'll see the same companies selected.

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