Introducing the Staff Role – It’s a team effort!

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By Jeff Anders

Dec 23, 2022

It’s important that your finance tools support the unique ways your team works together. On Ambrook, you’ve been able to collaborate with multiple Admins on bookkeeping and finances, and now you can invite Staff as well!

The Staff role enables team members to tag their own purchases and upload receipts—saving you time. This can all be done securely without accessing sensitive information about your business.

Here are a few ways you can work with Staff in your Ambrook organization:

  • Automate expense reporting for less hunting down receipts.

  • Delegate bookkeeping so that the right people are categorizing the right transactions.

  • Keep analytics, transactions, and settings private and secure. Staff can only see the transactions they’re responsible for.

  • Manage invoices and bills your team gathers for customers and vendors.

Let us know what you’d like your team to be able to do on Ambrook to save you time and money!

Staff and Admins can be invited to your Ambrook organization from the Team settings page. Reach out to our team if you’d like help getting staff set up!

Get support setting up your team


Photo of Jeff Anders

Jeff Anders

Jeff is Co-Founder at Ambrook, where he leads design. He lives in Denver, Colorado with his wife Emily and daughter Nellie. He loves to be in the great outdoors or on roller coasters. Jeff previously worked at Scale AI, Meta, Autodesk, and Venmo. He originally hails from Maryland, where he attended UMD for Product Design & Engineering.

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