Roles and permissions

Four roles — Owner, Bookkeeper, Employee, and External Accountant — each scoped to what that person actually needs.

The four roles

• Owner — full access, including billing, team management, and locking periods.
• Bookkeeper — everything Owner has except billing and managing users; the day-to-day books role.
• Employee — submits their own expenses and reimbursements, and sees only their own submissions.
• External Accountant — read access to every report, adjusting-entry rights (including into locked periods), and tax exports; invited per business, not billed as a seat.

Inviting your team

Invite people by email and assign a role at the same time — how many people you can invite depends on your plan. Someone can belong to more than one business, which is how an External Accountant works across clients, or how a bookkeeper covers two entities under the same owner.

What each role can do

Posting transactions, approving reimbursements, invoicing customers, and locking periods are all Owner-and-Bookkeeper capabilities. Running reports is open to Owners, Bookkeepers, and External Accountants. Billing and user management stay with the Owner alone.

Changing someone's role

Roles can be changed at any time from settings. A role change doesn't touch history that's already been recorded — every action already carries who did it and when.