Get Finance OS set up the right way

Finance OS is currently shared through a guided onboarding process. This page explains how access works while real authentication, tenancy, and permissions are still being implemented.

Ideal users

Controllers, operators, family office teams, and founders with complex back-office workflows

Best fit

Multi-entity operations with recurring imports, exception handling, and audit pressure

Current onboarding

Concierge setup while production auth, roles, and tenant controls are still in progress

What to share

1Primary use case, like document vault, transaction review, or multi-entity recordkeeping

2Approximate number of legal entities, accounts, or monthly source records

3Whether you need audit trails, evidence attachment, or operator review workflows

4Preferred implementation path, prototype walkthrough or a future production deployment

For now, route access requests through your internal owner or implementation lead. This page documents the current process on purpose instead of implying that a live self-serve signup flow is already available.

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