Roles — From Owner to Bookkeeper
Owners and executives log in for cash position review, strategic payment approvals, and board-ready reports. Controllers and treasurers run the heaviest daily activity — wires, ACH batches, positive pay exceptions, and reconciliation. Bookkeepers handle bill pay, statement downloads, and transaction categorization, typically with permissions scoped to specific accounts. External CPAs can be provisioned limited-permission user IDs so they retrieve eStatements and tax documents directly without going through internal staff.



