One Command Center.
Control Everywhere.
Manage who can see which apps, what they can do inside them, and how money gets spent. Works for everyone, from admins to AI agents.
Granular Control Without Complexity
Per-App Permissions
Each app has its own permission surface. Grant access to Bill Pay without exposing Assets. Scope down to exactly what each role needs.
Groups
Organize users and agents into groups. Apply permissions once, inherit everywhere. Update the group, update everyone in it.
Audit Log
Every permission change, every access grant, every role assignment is logged. Know who has access to what, and who changed it.
Invite Flow
Add new team members, service providers, or agents with a role already assigned. They land with exactly the right access.
Revoke Instantly
Remove access in one click. When a contractor finishes or an agent is decommissioned, permissions disappear immediately.
Universal Roles. Custom Groups.
Start with built-in roles: Admin, Member, Service Provider. Then create custom roles and groups that match your organization's structure. Nest permissions, scope by entity, and adjust as your team evolves.
- Admins: full platform access, user management, org configuration
- Members: day-to-day operations, scoped to relevant apps and data
- Service Providers: external partners with limited, auditable access
- Custom Roles: define your own with any combination of permissions
Ready for the Age of Agents
Soon, financial agents will tackle everything from drafting invoices to processing payments. Manage them as easily as you manage your team.
- Scoped visibility: agents see only the apps and data they need
- Action limits: draft but not approve, create but not delete
- Spending caps: hard limits per agent, no escalation, no surprises
Three Dimensions of Control
Visibility
Control which apps and data are visible. A contractor doesn't need to see your treasury. Show only what's relevant.
Actions
Control what each role can do: initiate, approve, edit, or view-only. Each action is explicitly granted.
Roles
Assign permissions by role: Admin, Member, Service Provider, or custom. Update a role, update everyone in it.
Included on every plan. Transactions cost 0.5% on Pay as you go and 0.0% on flat-fee plans.
See pricing →