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Finance · Security

You decide who sees what.

Everyone sees only what their role allows, whether they use the app or the agent. AI makes finance faster without loosening a single rule.

Highlight

Role-based access

Employees see their own claims, and account managers draft invoices for their own clients. Finance and founders see the rest by role.

What's inside

Security, in detail.

01

Scoped by company

Finance staff can be limited to one or more companies. A UAE finance executive never sees the India books.

02

Masked bank details

Vendor bank details are encrypted and shown in full only to finance admins. Card data is never stored.

03

Audit trail

Every create, edit, send and approval is logged with who did it, when, and the values before and after.

04

Two-step sign-in

Anyone who approves payments, changes bank details, writes off balances or reopens a locked month must use two-step sign-in.

05

Auditor access

Give your auditor read-only access to chosen companies and dates. It expires on its own, and every view is logged.

In practice

Your auditor reviews the year

1
Finance gives the auditor read-only access until 30 June.
2
They view and export invoices, but can't change anything.
3
Every view and export is logged, and access ends on its own.
Next feature · InvoicingInvoice management that bills the work
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