Your books don't have to be a one-person job. Bring in your co-founder, your staff or your accountant, each with their own login — no more sharing your password — and stay in control of what they can reach. The model is deliberately simple: two roles, no permission matrix to configure.
Only an owner can manage members.
The two roles
- Owner — Everything: all financial records and settings, bank accounts, team members and billing.
- Editor — Full accounting access — invoices, bills, expenses, reports, the ledger. Cannot edit bank accounts or manage team members.
That is the whole model. There are no per-feature permissions, and no view-only role: anyone you add can edit your books.
Note: If you need to give someone genuinely read-only access — an outside auditor, say — export what they need instead of adding them. Every report exports to PDF or CSV.
Add a member
Go to Settings → Team and click Member. The modal asks for two things — their Full name and Email address — then click Add.
They get an emailed invitation and join as an Editor once they accept. Until then they show as Pending on the list.
Change someone's role
On Settings → Team, click the member, choose Owner or Editor, and Save. A Pending member's role can't be changed yet — they join as an Editor once they accept.
Making someone an owner, or stepping down yourself, has its own wrinkles — see Add or change a business owner.
Remove a member
On Settings → Team, click the member, then the trash button, and confirm. Their access ends immediately. Everything they created stays in your books.
Check your seats
Paid plans come with a set number of seats, and the bottom of the Members list shows how many you are using. Sneaky Side Hustle seats 1, Steady Startup seats 3, Growing Business seats 5, and Established Entrepreneur lifts the cap — though that plan isn't open yet. Extra members come with Steady Startup and up.
When you're full, stub offers the next plan that seats more than you have, and names the plan you're currently on in the message.
Adding an accountant or bookkeeper
Add them as a member like anyone else. Editor access covers everything they need — the ledger, the reports, the exports — without letting them change your bank connections.
Tip: Take people off the list when they leave. It is a two-click job that is very easy to forget.