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User management & approvals

Manage users effortlessly

Easily assign roles, control access, and streamline user management.

User management & approvals
User management & approvals
Grow your team

Add new users to your Rillet instance in seconds.

Keep control

Change permissions or archive a user at any moment.

Record audit logs

All changes impacting journal entries are recorded, allowing full auditability.

Manage user roles

Assign user roles based on each person’s function. Users can be easily added or archived, and there’s no limit on the number of seats, providing flexibility as your team grows.

Manage user roles - User Management & Approvals

View-only permission

Provide users outside the accounting team with view-only access, enabling them to review essential reports and metrics without requiring the accounting team to endlessly extract reports from the ERP.

View-only permission - User Management & Approvals

Approval workflows

Approval processes guarantee that only relevant data gets posted in the general ledger. Two primary approvals in Rillet include the approval of contracts, where synchronized CRM data is reviewed, and the approval of manual journal entries, which necessitates a review by an individual other than the originator.

Approval workflows - User Management & Approvals

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Rillet product dashboard - accounts payable aging
Rillet product dashboard - financial summary
Rillet product dashboard - reporting per months
Integrations

Seamless integrations 
with your tech stack

Rillet integrates effortlessly with your favourite tools, including CRM, ERP, and payment platforms. Enhance your workflows by connecting the systems you rely on most.

Rillet integrations
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Integrations
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Tax

Anrok

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Tax

Avalara

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CRM

Salesforce

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CRM

Hubspot

Integrate Rillet with HubSpot to automate your accounting and finance management. By connecting Rillet with HubSpot, you are able to sync your deals, products and companies. Rillet allows to automatically generate invoices and send reminders to never miss a payment.

Data Warehouse

Snowflake

Payroll

Deel

Payroll

Gusto

Payroll

Rippling

FP&A

Adaptive insights

FP&A

Aleph

FP&A

Anaplan

Banking

Bank of America

Get one step closer to zero-day close

Thanks! We will be in touch soon.
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Rillet product dashboard - accounts payable aging
Rillet product dashboard - financial summary
Rillet product dashboard - reporting per months