Workspacesshare with people you trust
Share a workspace with a partner, an accountant or an auditor, with roles for owner, editor, viewer and auditor.
One financial context,personal or shared
Use a personal workspace for your own finances, or collaborate with trusted members. Both use the same account, ledger and import workflows.
A focused home for your own finances
Execute code in a secure, isolated environment — one per task, per session, or per agent.
- Keep accounts and transactions in one context
- Manage records through Studio or the API
- Return to the same ledger and history
Shared finance workspaces
Transcription pipelines, embedding jobs, agent frameworks, and APIs — running as long as the work takes.
- Invite the people who need access
- Choose roles that match responsibilities
- Owner, editor, viewer and auditor roles
- Review, correct and export workspace records
One workspace, shared context
Accounts, transactions and import evidence belong to one financial context.
Explicit roles
Owner, editor, viewer and auditor access.
Close to your records
Review access alongside the financial workspace it governs.
Revoke when needed
Remove membership or set an appropriate expiry when access should end.
One workspace boundary,explicit permissions
Financial records belong to a workspace. Membership roles govern access, and the backend validates that access for each operation.
Expiring access
Access runs through Supabase Auth with short-lived keys, not standing secrets.
Workspace-scoped records
Reach your database and Storage with the permissions your key already carries.
Backend-enforced roles
Define which external endpoints and ports each workload can reach.
Scoped API keys
Scope secrets per workload, and cloak values so your code never sees them.
Revocable membership
Kernel-level security patches roll out automatically. Nothing to do on your part.
Auditable history
Dependencies are scanned at runtime, with alerts as new vulnerabilities land.
Collaborate fromone finance workspace
Manage membership and invitations in Studio, or use the workspace APIs to connect your own access-management workflow.
Open MoneybookFrequently asked questions
Review your financeswith the people you trust
Start with your own accounts, then invite a partner, accountant or auditor from workspace settings.