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Financial services

Your whole team.
The right access.

Finance shouldn't run through one person's phone. Invite your team, assign precise roles, and keep a complete audit trail of every action.

A team collaborating on company finances

Viewers

Accountants and analysts see balances, statements and exports — without the ability to move a penny.

Preparers

Ops teammates create payments, upload batches and set up beneficiaries — queued for approval, never self-released.

Approvers

Directors release queued payments with one tap — from anywhere, with step-up authentication on every approval.

Control, not friction

Four-eyes on every payment, zero bottlenecks

Set approval thresholds by amount, currency or beneficiary. Small routine payments flow; large or unusual ones wait for a second pair of eyes.

  • Custom thresholds — e.g. anything over £10,000 needs two approvers.
  • Full audit log of every action, exportable for auditors.
  • Instant revocation when someone leaves the team.
Team members reviewing an approval workflow

Bring your team on board

Unlimited users are free on every business account. Roles take minutes to set up.