Customers can open invoice and statement activity without the full company workspace, while finance teams keep the portal tied to the same product.
Workspaces
Access the company workspace, executive shell, accountant workspace, or customer portal from the entry path that matches your role.
Access Paths
Business operators can create a company account, accountants can join from a firm-side signup, and invitations land in a dedicated acceptance flow.
Operations
The product already includes invoicing, payables, banking, payroll, tax, reporting, inventory, projects, media operations, and customer portal flows.
What Happens Next
Use the email connected to your customer account. The portal sends a secure access link so you can view invoices, statements, and payment options without a password.
Access stays tied to your role, organization, and workspace routes.