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Business OSby Gabriel Rimando

Verified identities

Account verification and secure authentication are part of the customer identity flow.

Role-based access

Owners can give accountants, managers, partners, investors and advisors different levels of access.

Business isolation

Application data is designed to be scoped to the relevant business, entity or branch and validated server-side.

Advisory by permission

Advisory visibility is intended to require explicit customer authorization and to be revocable.

Online-first data

Sensitive dashboards and reports are not designed for offline caching in the PWA experience.

Auditability

Material account, permission and business actions are designed to leave an audit trail appropriate to the service.

Your responsibilities matter too.Use a unique password, protect your email account, invite only trusted people, review permissions when roles change, and never share passwords or banking credentials through ordinary messages.