Workspaces
One place for your extended business
Organize your finances
Create separate workspaces for different companies, business units, or projects, keeping your financial data organized and easy to access.
Experiment without risk
Clone existing data to create safe spaces for exploring scenarios and testing different financial strategies without affecting your real-time data.
Set access rights
Set user permissions to ensure data security and grant access to specific team members based on their roles and responsibilities.
Consolidated financial view
Gain a holistic understanding of your overall financial health by viewing a consolidated view of all your workspaces in one place.
Inform the Team