Team collaboration
Multi-workspace architecture with role-based access control for teams and external auditors.
Work together on invoice management with precise control over who can see and do what.
Multi-Workspace Architecture
Every user starts with a personal workspace and can belong to multiple team accounts. Each workspace is fully isolated:
- Separate data — Invoices, email connections, and scan history never mix
- Independent settings — Company profile, AI rules, and categories per workspace
- Isolated billing — Subscriptions tracked per workspace
- Dedicated analytics — Metrics scoped to the active workspace
Roles
Owner
Full control. Best for founders and senior finance managers. All invoice, settings, billing, and team management access.
Editor
Full operational access. Best for accounting staff and bookkeepers. Can manage the dashboard, invoices, reconciliations, analytics, and workspace settings (company, email, categories, AI rules) but cannot manage billing or team members.
Auditor
Read-only access to invoices and reconciliations. Best for external accountants and compliance reviewers. Cannot access the dashboard, analytics, email connections, settings, or billing. Has access to the affiliate program.