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Productivity · Companies

More than one company.
A clearer portfolio.

Organize the companies and workspaces you can access, and review permitted portfolio information without losing each workspace’s boundaries.

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3 companies
Harbor Advisory 100733 Admin 1 Harbor Advisory
Summit Logistics 100587 Owner 1 Summit Logistics
Summit Trading Co Active 100412 Owner 2 Summit RetailSummit Wholesale

Portfolio totals

Payments received
$48,300
Active clients
27
Open invoices
9
Agent cost
$126.40
Summit Retail Current

100412 · summit-retail.erp.agaro.ai

Payments received
$31,200
Active clients
18
Open invoices
6 · $9,450
Agent cost
$82.10
Summit Wholesale Open

100413 · summit-wholesale.erp.agaro.ai

Payments received
$17,100
Active clients
9
Open invoices
3 · $4,300
Agent cost
$44.30
Illustrative sample records. Not a live workspace.

Where the lines are, and what crosses them.

Companies connects permitted workspace views at portfolio level while each workspace keeps its own records and access controls.

Company membership

See the companies and workspaces available to your account.

Portfolio context

Review the company portfolio information your membership and role permit.

Workspace boundaries

Keep workspace records scoped while moving between the businesses you manage.

From the list to the totals.

  1. Open the company

    Choose a company your account belongs to.

  2. Review its workspaces

    Find the workspaces available through your membership.

  3. Read the portfolio

    Review permitted financial context and return to the underlying workspace.

Your companies, your rules.

  1. Run every company in one place

    On Scale, keep each company in the same workspace with its own context.

  2. Roles for every company

    Custom roles decide what each person can do in the workspace.

  3. Your own company records

    On Scale, add a Studio custom module for details your group needs.

Controls around companies

  • Roles and permissions

    Every paid plan

    Decide who can see, create and change companies, down to records and fields, with custom roles.

    See Users and Roles

  • Agaro Agent

    Ask about your companies in plain language. The Agent asks before it changes a record, and it works within your permissions.

    Meet Agaro Agent

  • Your own custom modules

    Scale and up

    When companies needs a neighbour Agaro does not ship, build a module with your own fields, workflows and records in Studio.

    See custom modules

  • App Builder

    Every paid plan

    Build a website, document, slides or internal app next to your companies, described in plain words.

    See App Builder

  • Open API and MCP

    Scale and up

    Connect your own systems, or let Claude and other AI clients work inside Agaro with the same permissions.

Free covers one CRM user. Studio custom modules, AI agents, API and MCP, single sign on and multi company are on Scale and up. See plans and pricing. Agaro ERP is in Preview / Pilot, so you shape it directly with the product team.

Next to the portfolio.