Teamwork without passing spreadsheets around.
Manage several companies, assign team roles and invite colleagues by email. Give external collaborators access to selected documents through the sharing rules.
Features in detail
Multiple companies
A user can belong to several companies, such as an accountant working with different clients.
Five roles
OWNER, ADMIN, FINANCE, EMPLOYEE and EXTERNAL each have defined permissions for documents, settings and team management.
Email invitations
Invite colleagues with a secure invitation link, without sharing passwords.
Pending invitations
Review, resend or revoke pending invitations and check their expiry dates.
Role-based permissions
Roles determine permitted actions; document sharing and category rules further determine access.
Switch companies
Switch between your companies without signing in again.
Member overview
Review team members and their roles, status and available actions.
Remove members
Remove a member's access while retaining the company's documents.
Change roles
Update a member's role and apply the corresponding access permissions.
Granular document sharing
Share specific documents with restricted roles without granting full access.
Secure invitation tokens
Invitation links use cryptographically generated tokens and are checked for expiry and prior use.
Sign-in activity
Record successful sign-in activity to support security reviews.
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Create your first invoice in under 5 minutes. No credit card required.
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