Military-Grade Access Control for Financial Teams: Unmatched Security
Protect client data and internal systems with pixel-perfect permissions. Automate role assignments (CFO, AP Clerk, Auditor), restrict sensitive actions, and ensure data security with unparalleled precision.
Zero-Trust Permissions for Accounting Teams: Enhance Data Security
Custom Roles for Finance Teams + Custom Workflows: Tailored Access Control - 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 for tailored access control and maximum flexibility.
Granular Access Control & Domain-Level Permissions: Precise Data Protection - Restrict access to specific: Client lists (e.g., hide SSNs), Report types (P&L only), Actions (view vs. edit), IP ranges, or times. Ensure precise control over sensitive financial data, minimizing risk.
Efficient User Management & Bulk Provisioning: Streamline Onboarding - Bulk-assign permissions during onboarding. Auto-deactivate roles when employees leave, streamlining user management and enhancing security, saving you valuable time.
Bank-Level Security Features for Teams: Your Data is Protected
Streamline your team management with powerful features to ensure secure access control and accountability across your platform, providing peace of mind.
- Role Definition: Clear Access Boundaries - Define and assign roles based on responsibilities for clear access boundaries and organized team management.
- Permission Assignment: Fine-Grained Control - Assign specific permissions for each role with fine-grained control over data and actions, ensuring precise security.
- User Role Assignment: Streamlined Onboarding - Assign users to roles for easy permission management and streamlined onboarding processes.
- Comprehensive Audit Trails: Enhanced Security & Compliance - Track and monitor all actions taken by users for enhanced security, compliance, and accountability, ensuring full transparency.