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.

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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.

Join us today and experience effortless accounting and much more.

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