Team & Multi-Business

Built for teams of every size

Invite your team with role-based permissions. Manage multiple businesses from one account. Collaborate on invoicing without stepping on each other's toes.

Team collaboration

Invite your team, control access

Add team members and assign roles: Owner, Admin, Member, or Viewer. Control who can create, edit, send, and view invoices and financial data. Everyone sees what they need — nothing more.

  • Owner, Admin, Member, and Viewer roles
  • Granular permissions for invoices, clients, and finances
  • Invite by email — instant onboarding
  • Activity log for full audit trail
  • Up to unlimited members on Business plan
Team Members
Invite
Y

You

you@company.com

Owner
A

Alex Kim

alex@company.com

Admin
J

Jordan Lee

jordan@company.com

Member
T

Taylor Swift

taylor@company.com

Viewer
D

Design Studio Co

142 invoices

$84,200

F

Freelance Consulting

67 invoices

$52,800

S

Side Project LLC

23 invoices

$12,400

Multiple businesses

One account, multiple businesses

Run a side project? Have multiple brands? Manage them all from a single Invoicely account. Each business gets its own branding, clients, invoices, and reports — completely separate, instantly switchable.

  • Switch between businesses with one click
  • Separate branding, clients, and invoices per business
  • Consolidated overview across all businesses
  • Independent team members per business

Security first

Granular permissions and audit trail

Control exactly what each team member can see and do. View a complete activity log of every action taken on your account. Bank-level encryption keeps your financial data safe.

  • Role-based access control for every feature
  • Full activity log with user, action, and timestamp
  • Bank-level encryption (AES-256) at rest and in transit
  • Two-factor authentication support
  • SOC 2 Type II compliance (coming soon)
Permissions Matrix
ActionOwnerAdminMemberViewer
Create invoices
Send invoices
View reports
Manage team
Billing settings

"My team onboarded in minutes and the role-based permissions mean my bookkeeper can see finances without accidentally sending invoices. Managing two businesses from one account is a huge time-saver."

P

Priya Sharma

Marketing Consultant

Explore more features

Team management works hand-in-hand with every other feature.

Invite your team today

Free plan includes 1 team member. Upgrade for more seats and advanced permissions.