Interactive demo
Accountant & advisor access
Everything below runs in your browser — send exports, invite advisors, revoke access, and watch the audit log update live. No server required for this preview.
Exports
Q4 bundle
Trial balance · GL detail · Payroll summary · edits blocked
Scoped seats
People & permissions
| Firm / person | Role | Access | Last activity | Actions |
|---|---|---|---|---|
| Northbridge LLP | Primary auditor | Read + exports | 2h ago | |
| M. Ortiz | Tax advisor | VAT & payroll views | Yesterday | |
| External bookkeeper | Bookkeeping | AP / AR queues | 3d ago |
Revoke removes access immediately in this demo. Production behaviour is described alongside workspace permissions.
Audit trail
- 02:25:10 PMDemo workspace loaded · sample advisors shown.
Why teams start here
- Closing packs — one zip for auditors each quarter.
- Least privilege — advisors never see unrelated HR or legal vaults.
- Audit trail — every export and invite appears above.