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User management & approvals

Manage users effortlessly

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

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User management & approvals
User management & approvals
Grow your team

Add new users to your Rillet instance as needed.

Keep control

Change permissions or archive a user at any moment.

Record audit logs

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

Trusted by industry leaders

Windsurf Codeium
Bitwarden
Attivo
Omni
Mercor
Function
Luxury_presence
Armanino
Postscript
Bolt.new
Consero Global
Sardine
Wiss
Coin Tracker
Lumiq
Windsurf Codeium
Bitwarden
Attivo
Omni
Mercor
Function
Luxury_presence
Armanino
Postscript
Bolt.new
Consero Global
Sardine
Wiss
Coin Tracker
Lumiq

Built to handle the messy reality of accounting

Schedules, integrations, bulk data handling, and infrastructure built for modern finance teams

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. That way information from external systems and originated by junior staff can get reviewed.

Approval workflows - User Management & Approvals

All features

Explore more Rillet features

Enterprise security

Rillet is built with advanced security methods to safeguards your financial data.

Enterprise security

Multi-entity & accounting consolidation

Automate your workflow for multi-currency accounting and multi-entity consolidation. Currency re-evaluations, intercompany journals, and reporting that lets you switch between consolidated and subsidiary views with ease.

Multi-entity & accounting consolidation

Native Integrations

Rillet integrates seamlessly with your tech stack, enhancing processes by becoming the single source of your financial data.

Native Integrations

Aura AI

Rillet AI taps directly into your general ledger. Ask for insights or to process data, and focus on what only you can do.

Aura AI

Automated general ledger

Rillet saves days on monthly close processes by leveraging AI automation.

Automated general ledger

Get one step closer to zero-day close

Faster close, fewer spreadsheets, real-time data.

Request a demo
See it in action
User management & approvals

Manage users effortlessly

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

Request a demo
See it in action
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CRM

Salesforce

Salesforce gets you to closed-won. Rillet takes you to closed books — generating invoices, streamlining revenue recognition, and delivering actionable reporting.

Salesforce manages customer relationships, sales pipelines, and growth operations.

CRM

Hubspot

Automate your accounting workflow from HubSpot to Rillet with no manual entries required.

HubSpot drives customer growth and retention through an all-in-one platform for marketing, sales, and CRM.

Payment

Stripe

Integrate Rillet with Stripe to manage payments and customer transactions seamlessly in one centralized platform.

Stripe powers payments and revenue growth through an all-in-one platform for billing, subscriptions, and global payments infrastructure.

Accounts payable

Ramp

Integrate Rillet with Ramp to streamline your expense tracking, vendor billing, reimbursements, and card payments—all in one platform.

Ramp is a spend management platform that includes accounts payable automation alongside corporate cards and expense management.

Accounts payable

Brex

Sync Brex bills, card transactions, reimbursements, and all attachments and granular data into into Rillet in real time with full support for GLs, departments, entities, and VAT. Keep Rillet as your single source of truth while using Brex as a powerful front-end for coding and approvals.

Brex is a spend management platform that combines corporate cards, expense tracking, and accounts payable automation.

Accounts payable

BILL

Seamlessly bridge the gap between bill payments and sophisticated accounting. By connecting BILL with Rillet, you combine industry-standard accounts payable with AI-driven automated amortization for a faster, more accurate month-end close.

BILL is a financial operations platform that automates AP and AR by streamlining how businesses capture invoices, manage approval and payments.

Accounts payable

Float

Seamlessly connect Float’s flexible business spending with Rillet’s AI-powered ledger. By automating the flow of corporate card data and expenses, you gain instant visibility into your cash flow and eliminate manual month-end reconciliations.

Float is an all-in-one spend management platform that combines smart corporate cards, automated bill payments, and expense tracking.

Accounts payable

Tipalti

Sync your global accounts payable, mass payouts, and multi-entity spend directly into Rillet in real time. Bridge the gap between international payment execution and AI-driven accounting to maintain a single, audit-ready source of truth across every subsidiary and currency.

Tipalti is a global financial automation platform that streamlines the entire accounts payable process.

Tax

Avalara

Avalara instantly calculates and files taxes on every invoice without any manual work.

Automates tax calculation, compliance, and filing to help businesses manage sales tax across states and countries.

Tax

Anrok

Automate your invoice tax calculations with Anrok’s seamless integration in Rillet—ensuring accurate, compliant taxes through smart product mappings and tax codes.

Anrok simplifies sales tax compliance for SaaS companies, automating tax calculation, filing, and remittance for global digital revenue.

Payroll

Rippling

With one click, get Rippling data, including granular payroll information, right into Rillet. Rillet, Rippling’s preferred ERP, automatically syncs payroll data from Rippling, ensuring your financials stay accurate and up to date.

Rippling unifies HR, payroll, IT, and finance into a single platform that automates employee management and business operations end to end.

Payroll

Deel

Get your Deel payroll data in Rillet without any manual uploads or spreadsheets

Deel is a global HR and payroll platform that helps companies hire, pay, and manage employees or contractors anywhere in the world.

Accounts receivable

Tabs

Seamlessly connect Tabs’ revenue automation with Rillet ERP to unify contracts, invoicing, payments, and revenue recognition. Unlock a truly modern finance stack that accelerates cash flow and enables a zero-day close.

Tabs is automation and AI agents for modern finance teams, streamlining the entire contract-to-cash process.

FP&A

Pigment

Connect Rillet to Pigment's financial intelligence platform to turn clean, real-time actuals into instant forecasts, variance analyses, and insights.

Pigment is an AI-native business planning platform that automates FP&A workflows, streamlines planning, and uses AI for forecasting and what-if analysis.

FP&A

Abacum

Connect Rillet to Abacum's financial intelligence platform to turn clean, real-time actuals into instant forecasts, variance analyses, and insights.

Abacum is the FP&A platform built for CFOs to connect data, workflows and teams, simplifying planning and reporting.

FP&A

Aleph

Connect Rillet to Aleph's financial intelligence platform to turn clean, real-time actuals into instant forecasts, variance analyses, and insights.

FP&A software that gives finance a strategic advantage with on-demand data, deeper insights, automated reports, and seamless spreadsheet integrations.

Payroll

Justworks

Get your Justworks payroll data in Rillet without any manual uploads or spreadsheets

Justworks provides businesses with payroll, benefits, HR management, and compliance tools through a simple, all-in-one platform.

Payroll

Gusto

Get your Gusto payroll data in Rillet without any manual uploads or spreadsheets

Gusto is an HR platform that streamlines payroll, benefits, and team management for growing businesses.

Payroll

ADP

Get your ADP payroll data in Rillet without any manual uploads or spreadsheets

ADP automates payroll, tax compliance, and essential HR tasks for businesses of all sizes.

Payroll

Paychex

Get your Paychex payroll data in Rillet without any manual uploads or spreadsheets

Paychex delivers integrated payroll, benefits, and human resources services to streamline workforce management.

FP&A

Anaplan

Connect Rillet to Anaplan's financial intelligence platform to turn clean, real-time actuals into instant forecasts, variance analyses, and insights.

Optimize decision-making and scenario planning with Anaplan. Align strategic, financial, and operational plans across your business.

Banking

Chase

Rillet seamlessly syncs with Chase to deliver real-time transaction feeds and automated reconciliation. Enable your team to close faster and operate with total clarity.

Chase Bank provides businesses with secure banking services, including checking, payments, cash management, and financing solutions.

FP&A

Cube

Connect Rillet to Cube's financial intelligence platform to turn clean, real-time actuals into instant forecasts, variance analyses, and insights.

Cube unifies data from all source systems and spreadsheets to supercharge planning, accelerate analysis, and unlock the insights that drive better decisions

FP&A

Drivetrain

Connect Rillet to Drivetrain's financial intelligence platform to turn clean, real-time actuals into instant forecasts, variance analyses, and insights.

Drivetrain is an AI-native business planning platform that automates FP&A workflows, streamlines planning, and uses AI for forecasting and what-if analysis.

Banking

J.P. Morgan Access

Rillet seamlessly syncs with J.P. Morgan Access to deliver real-time transaction feeds and automated reconciliation. Enable your team to close faster and operate with total clarity.

J.P. Morgan Access provides businesses with secure banking services, including checking, payments, cash management, and financing solutions.

Accounts receivable

Maxio

Automate Subscription Billing and Accelerate Revenue with Maxio + Rillet. Maxio’s billing and revenue management platform connects seamlessly with Rillet’s AI-native ERP, eliminating manual reconciliation and unifying subscription, invoice, and revenue data into a single, intelligent finance stack.

Maxio is the leading platform for billing automation and revenue management, empowering SaaS and AI companies to streamline quote-to-cash.

Banking

Mercury

Rillet seamlessly syncs with Mercury to deliver real-time transaction feeds and automated reconciliation. Enable your team to close faster and operate with total clarity.

Mercury provides banking and financial tools for startups, offering FDIC-insured accounts, payments, cards, and cash-management services.

Tax

Numeral

Instantly calculate and file taxes on every invoice without any manual work.

US Sales Tax & Global VAT — Trusted by over 2,000 ecommerce and SaaS businesses for end-to-end sales tax compliance.

FP&A

Runway

Connect Rillet to Runway's financial intelligence platform to turn clean, real-time actuals into instant forecasts, variance analyses, and insights.

Runway is an FP&A platform that enables high-growth teams to simulate business decisions, build flexible financial models, and drive data-informed decisions.

Banking

SVB

Rillet seamlessly syncs with SVB to deliver real-time transaction feeds and automated reconciliation. Enable your team to close faster and operate with total clarity.

Silicon Valley Bank offers banking, lending, and treasury services designed specifically for high-growth startups and the innovation economy.

Tax

Sphere

Instantly calculate and file taxes on every invoice without any manual work.

Manage VAT, GST, and sales tax worldwide with Sphere's global tax compliance software.

Tax

Taxwire

Automate your invoice tax calculations with Taxwire's seamless integration in Rillet—ensuring accurate, compliant taxes through smart product mappings and tax codes.

End-to-end indirect tax coverage. Taxwire handles everything you need to solve sales tax compliance from start-to-finish.

Accounts receivable

Upflow

Automate Subscription Billing and Accelerate Revenue with Upflow + Rillet. Upflow's billing and revenue management platform connects seamlessly with Rillet’s AI-native ERP, eliminating manual reconciliation and unifying subscription, invoice, and revenue data into a single, intelligent finance stack.

Upflow Revenue is a platform that helps businesses automate accounts receivable, streamline collections, and improve cash flow.

Accounts receivable

Dext

Connect Dext to Rillet to eliminate manual data entry and transform how you manage expense documentation. By combining Dext’s world-class OCR (Optical Character Recognition) with Rillet’s AI-native ledger, you ensure that every receipt and invoice is captured, coded, and synced with accuracy.

Dext is an automated data extraction platform that uses AI to capture and transcribe data from receipts, invoices, and bank statements.

And these are just a few

Rillet supports thousands of additional integrations

Request a demo

Trusted by industry leaders

Windsurf Codeium
Bitwarden
Attivo
Omni
Mercor
Function
Luxury_presence
Armanino
Postscript
Bolt.new
Consero Global
Sardine
Wiss
Coin Tracker
Lumiq
Windsurf Codeium
Bitwarden
Attivo
Omni
Mercor
Function
Luxury_presence
Armanino
Postscript
Bolt.new
Consero Global
Sardine
Wiss
Coin Tracker
Lumiq

Get one step closer to zero-day close

Faster close, fewer spreadsheets, real-time data.

Request a demo
See it in action