Manage entities
Entities are separate companies or business units within your organization. If you manage AP for multiple companies, subsidiaries, or divisions, each one is set up as its own entity.
Organization Companies page showing the list of entities under the organization.
What an entity is
An entity is a single company. Each entity is fully independent: its own data, its own settings, its own user roles. You can manage AP for several companies from one Mod AI login without data mixing between them.
Multi-entity access
Mod AI is built for organizations that run more than one company. Users can belong to several entities and switch between them with the company switcher in the top bar.
A user can hold different roles in different entities. You might be an Administrator in your operating company and an AP Specialist in a subsidiary.
See all entities
- In the top-right corner of any page, click your avatar, then click Settings in the avatar overlay menu.
- In the left-hand Settings nav, under the Organization tier (the middle group), click Companies.
- The Companies page loads. It lists every entity in your organization as a row, with columns including the company name, owner, status (Active / Inactive), and creation date.
Click any row to open that company's detail page, which deep-links to the company's General settings under the Company tier of the nav. (Note that you can also reach a specific company's settings by switching to that company first via the company switcher in the top-left, then opening Settings → Company → General.)
What each entity has
Each entity operates with its own:
- Invoices and documents. Invoices belong to the entity they were uploaded or forwarded to.
- Vendors. Each entity maintains its own list.
- Chart of accounts. Configured per entity, typically synced from the entity's ERP.
- Approval policies.
- Agent instructions.
- User roles. A user can be an Administrator in one entity and an AP Specialist in another.
- Feature toggles. Per-entity capability gating (currently configured via your Mod AI implementation manager; see the linked article).
- ERP integration. Each entity connects to its own ERP system or instance.
Each entity is independent. Invoices, vendors, and settings are not shared between entities.