Control who sees what
Six built-in roles from Admin to Guard with granular per-feature permissions. Create custom roles, set organization-level defaults, and override permissions for individual users.
Assign built-in roles to your team or create custom roles for specific workflows.
Toggle access to features, sites, and data for each role.
Send invitations with a pre-assigned role. Users get exactly the access they need.
iOS and Android app with offline mode, biometric auth, and real-time sync.
Pre-built connections to Xero, MYOB, KeyPay, and QuickBooks. Plus iCal sync.
Background token refresh, connection health checks, and automatic reconnection for all OAuth integrations.
Included in the Basic plan and above. Start your 14-day trial to see it in action.