Military-Grade Access Control for Financial Teams
Protect client data and internal systems with pixel-perfect permissions. Automate role assignments (CFO, AP Clerk, Auditor), restrict sensitive actions.



Zero-Trust Permissions for Accounting Teams
Custom Roles for Finance Teams + Custom Workflows - Deploy roles like 'Accounts Payable Manager' (view payments, no deletions) or 'Auditor' (read-only access). Clone/modify templates or build custom roles with 100+ granular permissions.
Domain-Level Permissions - Restrict access to specific: Client lists (e.g., hide SSNs), Report types (P&L only), Actions (view vs. edit), IP ranges, or times.
Bulk User Provisioning - Bulk-assign permissions during onboarding. Auto-deactivate roles when employees leave.
Bank-Level Security Features for Teams
Streamline your team management with powerful features to ensure secure access control and accountability across your platform.
- Role Definition - Define and assign roles based on responsibilities.
- Permission Assignment - Assign permissions for each role with fine-grained control.
- User Role Assignment - Assign users to roles for easy permission management.
- Audit Trails - Track and monitor all actions taken by users for enhanced security.