Who can do this

Company settings and member roles are changed by the Owner or an Admin; invitations can also be sent by the CFO. Only the Owner can grant the Owner role.

Invitations in the demo are never emailed. Seats count members plus pending invitations: each demo company already has 7 members and a pending invitation, more than PRO's 5 seats, so inviting someone new needs Enterprise.

WF-07 Set up a company

Check company and GST details, the financial year and approval controls, then add the first ledger, party and item.

Starts with: The company's profile (GSTIN, state, address, bank and UPI), FY 2026-27 and the standard chart of accounts.

Done when: The company profile is saved and a ledger, a customer and an item have been added.

• Review the company profile
• Confirm GST details and save (as Admin): The company profile is updated. No ledger change.
• Check the financial year
• Check approval controls
• Add a ledger account (as Admin): A new ledger with a zero balance, available on vouchers.
• Add a customer (as Admin): A new customer, ready to invoice. No ledger change until you invoice it.
• Add an item or service (as Admin): A new catalogue item that fills invoice lines.
• Check the company is ready

WF-08 Set up the team

Review members, invite someone with one of the 7 roles and preview what that role can do.

Starts with: Seven members, one for each role, and a pending Viewer invitation: 8 seats in use, more than PRO's 5, so a new invitation needs Enterprise.

Done when: A pending invitation with one of the 7 roles is listed and that role's access has been previewed.

• Review the team
• Invite a member (as Admin): A pending invitation that uses one seat. No ledger change.
• Read what each role can do
• Preview the Analyst's access
• Open FP&A as Analyst (as Analyst)
• Switch back to Admin