Owner
Sets the plan, manages seats and closes periods. Usually the person whose business it is.
Team edition
Give your bookkeeper and your accountant the access they need — and nothing beyond it.
Roles
Three roles cover a small business
Roles are enforced at the interface and in the API, not just hidden from the menu.
| Permission | Owner | Bookkeeper | Viewer |
|---|---|---|---|
| Add and edit ledger entries | Yes | Yes | No |
| Issue and amend invoice records | Yes | Yes | No |
| Close or reopen a period | Yes | No | No |
| Manage seats and roles | Yes | No | No |
| Billing and plan changes | Yes | No | No |
| Read reports and exports | Yes | Yes | Yes |
| Export the full ledger | Yes | Yes | Reports only |
Who does what
Seats follow responsibility
Bookkeeper
Works the ledger day to day: entries, invoices, matching and exports. Cannot change billing or seats.
Viewer
Reads reports and exports the summary. Designed for an accountant at year end, or a business partner.
Seat management
Add someone in a minute, remove them in ten seconds
Invite by email, assign a role, revoke when the work ends. A revoked seat loses access immediately, and the action is logged with the person who made it.
- Seat count visible in billing before you invite
- Revocation takes effect on the next request, not the next month
- Every role change written to the audit trail
Collaboration
A shared queue beats a shared spreadsheet
Invoices waiting on a query, entries waiting on a receipt, periods waiting on review — each sits in one queue that both the business and the bookkeeper can see. Nothing depends on who read which email.
Boundaries
Roles limit reach inside the software only
Access control inside the ledger is not a substitute for your own security practice.
- We do not manage your staff devices or email accounts.
- We do not verify the identity of people you invite.
- We cannot recover work deleted by a seat you granted owner rights.
- We do not provide HR, payroll or contract advice.
Work out how many seats you actually need
Tell us who touches the books today; we will map them to roles before you commit to a plan.