Role-Based Access Control for Accounting Teams

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.

Start Free Trial

No credit card required. 14-day trial.

Invoicing Online Payments Quotes & Estimates Clients Credit Notes Expenses Projects Chart of Accounts Bookkeeping Reports & Analytics Email Setup Team Permissions More Features...

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.

Start Your Free Trial Today

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.

Explore More Features Discover Security

Ready to streamline your accounting operations?

Join us today and experience effortless accounting and much more.

Start Free 14-Day Trial

We use cookies and similar technologies to help personalize content and offer a better experience. You can opt to customize them by clicking the preferences button.