Cashbook
SaaS-ready access control

Run every organization
with the right permissions

Onboard organizations, let their admins design custom roles, and give every team member exactly the access they need.

Organization Admin

The person who creates the organization becomes its admin and owns the whole workspace. They have every permission inside their organization and decide what everyone else can see and do.

  • Invite team members, edit their details and remove them when they leave.
  • Create custom roles and tick exactly which permissions each role gets.
  • Manage organization settings and choose or change the subscription plan.
  • Set up receipt and payment groups, ledgers and the chart of accounts.
  • Unfreeze locked entries, review deleted entries and follow the full activity log.
  • Access every report, the executive dashboard, with CSV, Excel and PDF export.

Custom roles

Every organization designs the roles it needs. Each role is a named set of permissions, and roles are fully isolated, so one organization never sees another's roles, users or data.

  • Manager: runs the team, adds and edits members, and views reports and the executive dashboard.
  • Accountant: keeps the day-to-day books, recording receipts, payments and ledgers.
  • Auditor: read-only review of entries, deleted records, reports and the audit trail.
  • Cashier: records daily receipts and payments without access to settings or reports.
  • Viewer: read-only access to the dashboard, receipts and payments.
  • Permissions are granular (view, create, edit, delete) across users, roles, receipts, payments, ledgers, reports and more.

Simple, transparent pricing

Pick a plan that fits your team. Upgrade anytime.

Free

For individuals getting started.

$0 /month

  • Up to 3 users
  • 3 custom roles
  • Basic activity log
Get started

Starter

For small teams that need structure.

$19 /month

  • Up to 10 users
  • 10 custom roles
  • Full activity log
  • Email support
Start 14-day trial
Most popular

Business

For growing companies.

$49 /month

  • Up to 50 users
  • 25 custom roles
  • Full activity log
  • Priority support
Start 14-day trial

Enterprise

For large organizations.

$149 /month

  • Up to 500 users
  • 100 custom roles
  • Dedicated manager
  • 24/7 support
Start 30-day trial