Solutions

A useful workspace for every role—not the same dashboard for everyone.

Find your starting point

Keep the right tools and the right scope.

Accountants & bookkeepers

Move between authorised clients, resolve missing information and prepare reviewed evidence packs without mixing workspaces.

Open
Companies & finance teams

Keep legal entities, teams, projects and responsibilities clear while you manage everyday spending.

Open
Freelancers

Capture costs as they happen, keep client-chargeable items separate and prepare an organised handover to your accountant.

Open
Employees & managers

Submit a claim, answer a question or review an assigned approval, with the evidence and the next action in one place.

Open
Personal & households

Track your own spending, share selected purchases and keep the rest private, without unnecessary corporate workflows.

Open

Every role works with the same records and the same permission model.

Scope follows the person

What you can see and do depends on your role and the workspaces you belong to.
Tools that match the work

Each role starts with the tasks that matter to it, not a blank screen.
Manual tools always there

AI, Hybrid and Classic views share the same records, so you can choose how to work.

Explore the sample workflow, or talk to us about your setup.