Workspace roles
Invite owners, admins, members, accountants, viewers and clients. Give finance access without exposing the credentials vault.
Your way of working.
Room to build on it.
Bring the right people into the workspace, control their access and connect Rokn to the systems you use around it.
Start free
The right access for each person.
A teammate, an accountant and a client do different work. Their access should reflect that.
Account security & audit history
Use two-factor authentication and review workspace activity in the audit log. Retention depends on the plan.
Languages & workspace settings
Work in English, French, Spanish, Portuguese, Arabic, Chinese or Hindi, with timezone and business settings for your workspace.
Connect the tools around the work.
Use the product’s records as the foundation for your own integrations.
REST API
Build integrations with scoped API keys, documented endpoints and workspace permissions. API access depends on the plan.
MCP & connected applications
Connect compatible AI clients through MCP and authorize applications through OAuth. Access follows the permissions you grant.
Signed webhooks
Send workspace events to external services, with signed delivery and retries.
Keep control of your workspace.
Configure the operation and keep a route to your own data.
Notifications & digests
Choose how to receive reminders for overdue invoices, upcoming renewals, retainer balances and storage limits.
Workspace data export
Owners can request a workspace export to take their data with them.
Business setup
Configure business details, branding, invoice numbering, payment connections and team invitations in the same workspace.
Connected to
what comes next.
People and integrations work with the same client, project and financial records—not another copy of them.
Explore crm & salesSome capabilities require a paid plan or separately enabled workspace access. View plans
Make room
for the actual work.
Start free. Bring your workflow together as you go.