Platform

Companies, roles and setup

Start with the right tools, then decide who can use them.

A relevant starting chart of accounts

Choose an industry during company setup to receive a suitable starter chart. Review account categories and decide whether account numbers should be displayed.

Tools for the business you actually run

Industry preferences determine the recommended modules. Subscription entitlements are separate, so a business type is not a disguised pricing restriction.

Company workspaces and team roles

Company membership controls access to each workspace. Invite users and assign roles rather than sharing one sign-in across the office.

Controls around the ledger

Activity history, period locks and role-based access support review. Two-factor authentication is available for account protection. These controls work best alongside careful user access and company policies.

A proper starting point
for your business records.

Tell us about your business and the workflows you need. We will discuss your requirements and suitable access.

Contact sales