The right people.
The right access.
Role-based access for church staff. Invite treasurers, pastors, ministry leaders, and board viewers — each with exactly the permissions they need. Nothing more.
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Invite by email, join with one click.
No shared logins. No "treasurer@" account everyone uses. Each person on your team gets their own account — invited by email, joined with one click.
- Email-based invitesEnter their email, pick a role, send. They click the link and they're in.
- Personal accountsEvery user is identifiable in the audit log — no anonymous shared accounts.
- Revoke instantlySomeone leaves the team? Remove them in one click. Access stops immediately.
- Audit log of accessEvery invite, role change, and removal is recorded with timestamp and actor.
Scoped tightly. By design.
Five roles, each with a specific job. Permissions are checked on every API call — not just hidden in the UI.
Full access including billing. Usually the senior pastor or church admin.
Manages settings and team. The right role for a church administrator.
Manages financial records. The day-to-day bookkeeping role.
Manages one ministry. Available on Ministry tier.
Read-only access. Useful for board members and outside reviewers.
Time-bound read-only access. For outside CPA reviews.
Each leader, their own scope.
Youth Pastor sees Youth. Worship Lead sees Worship. The treasurer sees everything. No more group spreadsheets or weekly emails asking for budget reports.
- Scoped to a ministryEach leader only sees and edits transactions for their ministry.
- Multiple leaders per ministryAssign a senior leader and one or two assistants if you need to share the role.
- Expense requests roll upMinistry leaders submit; the treasurer approves. Audit trail records both sides.
Tell me when it matters.
Each user picks their own alerts. No inbox flood — just the few signals worth knowing about.
- Large giftsGet an email when a gift over your threshold arrives — recognize big donors fast.
- Budget thresholdsNotified when a category hits 80% or 100% of plan — before it becomes a board question.
- Failed paymentsKnow immediately when a recurring donation fails so you can follow up with the donor.
What we actually do, said plainly.
Role checks at the API
Permissions are enforced server-side on every request — not just hidden in the UI. Role boundaries are real, not cosmetic.
No shared logins
Every action is pinned to a real user account. Shared "treasurer@" inboxes are not a substitute for personal accounts.
Audit log of every access change
Invites, role changes, removals — every team-management action is recorded with the actor and timestamp.
What pastors ask first.
The right people, the right access.
Invite your team. Pick roles. Watch the audit log fill with proper accountability.
7-day free trial · Cancel anytime · No credit card required