Teamwork makes the dream work
Everyone plays their position
Permissions come with easy defaults, but they're fully customisable to fit your business exactly right.
Owner. The keys to the kingdom: banking, the team, settings, the lot. Two co-founders? Make them both owners.
Administrator. Everything an editor can do, plus inviting the team and minding the subscription.
Editor. The full run of the books, without deleting bank accounts or reshuffling the team. The usual pick for whoever keeps the books.
Invoicing only. Raises quotes and invoices, adds the customers to send them to, and only ever sees their own. Made for sales reps.
View only. Reads everything, changes nothing. Auditors love it, and investors don’t mind it either.
Custom. You decide, section by section, what someone can see, add, delete and manage.
Need-to-know basis, sorted
Custom access is a grid, not a guessing game. Tick View, Add & edit, Delete or Manage for every part of the business, from sales and payroll to bank accounts and tax. One more tick and a rep only ever sees the invoices they raised.
Who did what, and when
Receipts for your receipts. The audit trail records every change in the business, who made it and when, whether it was a person, an app, a schedule or stub itself.
Every record keeps its own history too, so the story of an invoice lives on the invoice.
Vaults lock a folder so only the people you choose can open it.
Lock a period once it’s filed, so nobody tweaks last year's numbers by accident.
Shared views. Save a filter and the whole team can use it.
Notifications can be customised so you only hear about what matters to you.