Four default roles for simplicity

To make setup seamless, we’ve introduced four pre-configured roles:

• Contributor – Can create invoices and bills but can’t approve or pay.

• Approver – Can approve payments but can’t execute them.

• Payer – Can initiate payments but requires approvals if applicable.

• Admin – Has full access to all financial workflows and settings.

These roles provide clear separation of duties, reducing the risk of errors and ensuring compliance with internal approval policies.

Custom permissions for maximum flexibility

Every business operates differently, so we’re also offering fully customisable permissions. You can define exactly what each user can see and do—whether it’s restricting access to specific accounts, setting transaction limits, or tailoring approval flows.

Why it matters

• Stronger security – Reduce fraud risks with granular access controls.

• Smarter workflows – Automate approvals and ensure compliance effortlessly.

• Scalability – As your team grows, managing roles stays simple and efficient.

This is just the start—we’re committed to making payments more seamless, secure, and intuitive for business, accountants and bookkeepers. Log in to explore the new roles and permissions, or reach out to our team if you need help configuring your setup.

Let us know what you think—we’d love your feedback!