Business Mode

Set up a private, admin-managed team workspace and export it for your accountant

New to Business Mode? See what it does and who it's for

Before You Start

Business Mode is a paid team plan, separate from Family Sharing. One Admin manages a private workspace where every worker's receipts stay their own, and only Admins see the whole team's data.

  • - Business subscriptions are set up on the web at yomio.app, not through the mobile app
  • - You need at least one seat per person you plan to invite, including yourself if you file receipts too
  • - Decide who needs Admin access before you start inviting — you can add more Admins later

💡Seats and Pricing

Business Mode is billed per seat at $6 per seat per month, with no promo period. Pick your seat count with a slider at signup, from 1 to 50 seats, billed as one consolidated subscription. See Business pricing.

Create Your Business Workspace

Set up billing and your workspace from the web before inviting anyone.

1

Go to Business pricing on the web

Sign in at yomio.app and open the Business plan page.
2

Choose your seat count

Use the slider to pick how many seats you need, from 1 up to 50. You can change this later as your team grows or shrinks.
3

Complete checkout

Pay for all seats in one subscription. You become the workspace owner and its first Admin.

Invite Your Team

New members join through the same invite-token flow as Family Sharing. You can invite one person at a time or several at once.

Invite One Person

1

Open your Business workspace

In the app or on the web, go to your Business workspace's member management screen.
2

Enter their email and role

Type the worker's email address, choose Admin or Member, and send the invitation.
3

They accept from their own account

The invited person signs in with the invited email and accepts to join the workspace.

Invite Several People at Once

1

Open batch invite

From the same member management screen, switch to batch invite.
2

Add multiple emails and roles

Enter each worker's email and pick their role — Admin or Member — for each row.
3

Send all invitations

Send the whole batch in one action. Each person accepts individually from their own account.

⚠️Seat Cap Applies

A worker cannot join once the workspace is at its purchased seat count. Increase your seat count first if you need to invite more people than you currently have seats for.

What a Member Sees vs. What an Admin Sees

This is the opposite of Family Sharing's read rule: in a Business workspace, everyday visibility is private by default, and only Admins see the full team.

Admin

  • • Sees every Member's receipts and expense history
  • • Can export the whole team's data for the accountant
  • • Can invite, remove, and assign roles to members
  • • A workspace can have more than one Admin

Member

  • • Sees only their own receipts and expense history
  • • Scans and files receipts the same way any Yomio user does
  • • Cannot see other members' spending
  • • Cannot export team-wide data

✅Adding an Accountant

There is no separate accountant role in Business Mode. If your accountant needs full visibility, add them as an Admin — a workspace supports more than one.

Export a Report for Your Accountant

Admins can pull the whole team's expense data into one export whenever they need it.

1

Open the export screen as Admin

From your Business workspace, open the export option — visible to Admins only.
2

Pick a date range

Choose a weekly or monthly preset, or set a custom range, to match your accountant's schedule.
3

Filter by member if needed

Export the whole team at once, or filter to a single member's spending.
4

Download and send

Download the export and send it to your accountant — no manual re-typing of receipts required.

📝On-Demand Only

Export is on-demand in this version — there is no scheduled or auto-emailed report yet. Pull a fresh export whenever you need one.

Common Errors and Fixes

If something doesn't work as expected, these are the most common reasons.

Workspace is at its seat limit

You're trying to invite more people than you have purchased seats for. Increase your seat count from the web, then send the invitation.

Already invited

There's already a pending invitation for that email. Resend or revoke it before sending a new one.

Can't buy Business Mode from the app

Business subscriptions are web-only. Go to yomio.app to set up billing, then manage day-to-day work from the mobile app.

A Member can't see a coworker's receipts

This is expected. Only Admins see every member's receipts; Members see only their own.