Roles & permissions
Define supported access for account administrators, finance teams and operational users.
Finance and operations teams
Visibility for the team. Control around the decision.
Structure business account access around responsibility. Give finance and operations teams a connected view of balances, cards, payments and currency activity, with supported roles and approvals.
Capabilities
What this service supports.
Approval workflows
Separate preparation and release of eligible payments, with the authorisation steps available to the account.
Balances & spending oversight
Review supported company balances, card activity and planned payments in the available platform view.
Records & integrations
Use available reports, exports and approved integration access to support reconciliation and multi-entity operations.
Benefits in practice
Practical benefits. Connected clearly.
A clearer structure for the people who see, prepare and authorise company money movement.
Responsibilities made visible
Align supported permissions with what each person actually needs to do.
A second look before release
Use available approval stages to check eligible payment instructions before authorisation.
A connected operating picture
Consider balances, spending and currency commitments together.
More consistent reporting
Keep available activity and approval records closer to the finance workflow.
In practice
Control begins with responsibility.
Map who sees balances, who prepares instructions and who can authorise money movement before configuring the available platform controls.
A finance and operations handover
Operations prepares a supplier payment while finance reviews and approves it, where that workflow is supported. Keep permissions specific to each role and review them when responsibilities change.
Several entities or operating currencies
Discuss the legal entities, account structures and supported balances separately. A connected reporting view can help oversight, but it does not remove each entity's onboarding, ownership or contractual obligations.
How it works
From enquiry to eligible setup.
Map responsibilities
Identify entities, accounts and the people involved in financial operations.
Set available roles
Configure supported access and approval requirements after onboarding.
Connect the activity
Bring the approved account, card, transfer and reporting tools into use.
Review & refine
Revisit permissions and reporting as the business changes.
Treasury controls depend on the approved platform and account configuration. This service is operational and does not include investment advice or management.
Common questions
Understanding corporate treasury.
Is this investment management?+
No. This page describes operational cash, access and payment controls. It does not offer discretionary investment management, portfolio advice or a return guarantee.
Can preparation and approval be separated?+
Where supported, roles and approval workflows can separate those responsibilities. The available model must be confirmed for your account.
Can multiple entities use the same setup?+
Multi-entity requirements can be reviewed, but each legal entity and account arrangement remains subject to onboarding and provider terms.
Can the controls connect with existing systems?+
Available exports, API access and integration permissions can be discussed as part of the platform service.
Discuss corporate treasury with Snowflow.
Tell us how you operate and what you need from your accounts, payments or international financial activity.