Scale your agency securely
Stop sharing passwords. Bring your team together with granular permissions, shared client databases, and unified tracking for seamless operations.
Get Started for FreeHeftli gives you the oversight you need while giving your team the tools they require to succeed.
Granular Roles
Assign Owner, Admin, Member, or Viewer roles to restrict sensitive financial data properly.
Unified Data
Ensure everyone looks at the same customer information, project status, and time entries.
Secure Invites
Send encrypted, token-based email invitations directly to new employees or contractors.
Activity Logs
Maintain a clear audit trail. See exactly who created, modified, or sent an invoice and when.
Data Isolation
Enterprise-grade Row Level Security ensures your organization data never bleeds out.
Remote Ready
Perfect for distributed remote teams working across different locations and timezones.