The right access. For the right people.
Invite your team, bookkeeper, and accountant. Give each person exactly the access they need. Role-based permissions mean your financial data stays secure, no matter how many people use Note.now.
Accountant access always free. Unlimited users on Business and Enterprise plans.
Team - Note.now
Sarah Chen
Owner
James Murray
Accountant (free)
Priya Patel
Bookkeeper
Tom Williams
Manager (reports only)
Ana Costa
Employee
Pre-built roles for every team member
Six roles out of the box. Custom permissions available on Enterprise plans.
Full access to all features, reports, settings, and user management.
Full ledger access, journal entries, all reports, and reconciliation. Free on every plan.
Day-to-day transaction entry, bank reconciliation, and basic reports.
View financial reports and dashboards. No access to settings or journal entries.
Submit expense claims only. No access to company financial data.
View reports and data but cannot make any changes. Ideal for investors or directors.
Enterprise-grade security. Small business simplicity.
Note.now is built so you can collaborate with confidence. Every user sees exactly the reports they need - and nothing they shouldn't.
Role-based access control
Assign each user a role that matches exactly what they need to do. Nothing more, nothing less.
Two-factor authentication
All users can enable 2FA. Enforce it for admin and finance roles as a security policy.
Full activity audit log
Every action by every user is logged with a timestamp. Know exactly who changed what and when.
Report-only access
Share financial visibility without giving edit access. Perfect for directors or investors.
Free accountant access
Your external accountant always gets a free seat on every paid plan. No extra cost, no limits.
Unlimited team members
Business and Enterprise plans include unlimited users. Scale your team without worrying about per-seat costs.
Bring your whole team to Note.now
Free 7-day trial. Accountant access always free. No credit card required.
Get started free