When you're a business owner juggling growth, suppliers, cash flow, and operations, your financial tools shouldn't hold you back, they should accelerate you. At Cloudfloat, we’ve seen firsthand how businesses stall not from lack of ambition, but from too many bottlenecks in how money moves through a company.
That’s why we built Multi-User Access, the ultimate collaboration feature that brings agility, clarity, and control to your cash flow operations.
👥 Because Business Isn’t a Solo Mission
You're not a one-person operation, and Cloudfloat shouldn’t be either. Whether you're a founder working with a finance lead, a bookkeeper, or a fast-scaling ops team, Multi-User Access helps your business do more with less friction.
With this feature, account owners can invite trusted team members and assign them access levels based on their role, giving everyone just the right tools they need (and none of the ones they don’t).
🔄 Use Case: A Growing Trades Business
Picture this: a mid-sized electrical contractor with 18 staff.
Before Multi-User Access
Only the founder could log in to Cloudfloat.
Every supplier invoice had to be sent to him.
Approvals lagged, payments stalled, and cash flow felt messy.
After Multi-User Access
The founder adds the accounts payable officer as a Standard User, she uploads invoices and drafts payments.
The external bookkeeper joins as a Guest, able to reconcile statements without chasing reports.
The founder keeps Admin access, holding full control without micromanaging.
The result? Smoother ops, faster payments, and more founder time to focus on growing the business.
🧩 Role-Based Access, Designed for Real Workflows
Role | Perfect For | Can Do | Can’t Do |
|---|---|---|---|
| Business Partner/Director/CFO | Everything | Change payment and |
|
| Upload invoices, draft payments, send Get Paid requests | Submit payment requests and change settings |
Guest | Bookkeeper/Accountant | View-only access to activity and reports | Make changes |
💡 Why This Matters
🔐 Secure Collaboration: No more shared logins or risky email approvals. Everyone has their own access, their own credentials.
📊 Operational Clarity: Team members only see what’s relevant. No more guesswork, no more overwhelm.
📈 Built for Scale: Whether you're adding your first finance hire or scaling into a 50-person operation, Cloudfloat scales with you.
🚀 Your Cash Flow, Unclogged
In the real world, agility beats complexity. And when your team is aligned on a single platform built for speed, clarity, and control, everything flows better.
Ready to empower your team and move faster? Log in or sign up now and add your first team member today.