Enterprise
Settings
Manage your entities, team permissions, and report exports — all from one secure console.
Billing & subscription
Free plan
Upgrade to unlock Investor Reports, Burn Guard alerts, and Smart Tagging.
Multi-entity management
Team permissions
| Member | Role | |
|---|---|---|
| Founder | admin@yourcompany.com | |
| Priya Shah | finance@yourcompany.com | |
| Diego Alvarez | ops@yourcompany.com |
Admin
Full access to entities, billing, team & exports.
Accountant
Manage ledger, categorize expenses, run reports.
Viewer
Read-only dashboards & forecasts. No edits.
Reports & exports
PDF Financial Report
Board-ready P&L, cash flow, and runway analysis.
CSV Ledger Export
Full expense ledger with tax categorization, ready for accounting.