Run Your Team Like a Pro
Manage your business account securely and flexibly - assign roles, set permissions, and stay in control.
Get startedSelect role
Preparer
Can prepare transactions for approval
Admin
Full control over account settings
Team Management
Permission Controls
Admin Role
Preparer Role
Delegate Smarter with Business Roles
Your team can handle company payments and accounts together - safely and easily. As General Manager, you invite people, assign roles, and stay in control of who does what - so you can focus on the bigger picture while your team gets things done for you.
Complete account control
Open/close accounts
Invite Admins & Preparers
Approve or reject payments
Full access to all accounts (PoA required)
Manage team members
Approve & process payments
Edit company info & limits
Prepare payments for approval
Limited access to assigned IBANs
Save templates & recipients
No authority to approve payments
Advanced Customer Service
We go the extra mile to ensure your satisfaction and provide solutions beyond expectations.
We're here to help
7 Days Per Week
Get in touch
24/7 Support
Frequently asked questions
Can't find the answer you're looking for? Reach out to our
Ready to Get Started?
Talk to our team and see how we can support your business.