Basic
Not authority management
Basic shows available connected bank activity. It does not manage authority, roles, reviewers, approvals, or votes.
Pro
Board governance
Make spending authority and review responsibilities easier to follow in a supported workflow.
What Pro can record
Preserve the decision trail as roles change.
- Configured role and authority threshold
- Reviewer or decision maker recorded with the request
- Decision timestamp and recorded outcome
- Related evidence and supported spending request
Product scope
Financial authority configuration in Pro.
Pro
Supported spending decision trails
Pro can associate configured roles, approval thresholds, and decision trails with supported spending workflows.
Continue the conversation