Companies & team
Multiple companies, team members, and your accountant.
- Invite a team memberInvite colleagues from the Team page and give them a role that controls what they can see and do. Roles range from Admin (full operations) to Team (Limited) (their own invoices only). Invites are sent by email.
- Invite your accountantGive your accountant read-only access by inviting them from the Team page with the External Accountant role. They can view invoices, do reconciliation, and export data, but cannot edit your invoices or change settings. They do not count toward your team-member cap.
- Switch between companiesIf you manage more than one company, each is a separate workspace with its own invoices, banks, and settings. Use the company switcher to move between them. Data never mixes across companies.