A company is a tenant. Every API call runs with that tenant's context, and Postgres row-level security filters every table by it. You can belong to several companies with one login.
Business mode
- Categorization queue with vendor, GL account and cost center
- Tools: FX Revaluation, COGS Sync, Business Intelligence, BI Report Builder, Subscriptions, Landed Cost, Inbound Shipments, Products
- Organic Compliance: Transaction Categorization, Supplier Certifications, Trace Back, Mass Balance, Audit Reports
- Parties, Invoicing, Accounting (Chart of Accounts, Cost Centers), Reports (Balance Sheet, P&L, Trial Balance)
Personal mode
- Transactions with a Transfer Matcher
- Tools: Subscriptions, Business Intelligence, BI Report Builder
- Planning: Categories, Cost Baskets, Planner, Planner Settings
- Counterparties: Payees and Payers
Switching
The company switcher performs a full reload with the new tenant. Saved questions, dashboards, reports and planner settings are all per company.