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John: Small Bitcoin-only Business CFO
“Businesses security shouldn’t require a bitcoin experts on staff.”
Role: Financial manager enforcing compliance and approvals for a async SMB’s treasury. Part of a team of 3 responsible people (exec looking to cashout from exchange) setting up 3-5 multisig. 1 people experienced, 1 know and the last is willing to learn. People in different locations.
- Demographics:
- Age: 40 | OS: macOS | Team: Remote with mixed expertise.
- Setup: 3-5 multisig (3 PCs + 5 hardware wallets).
- Problem: Manual reconciliation and lack of role-based controls.
- Pains:
- Risks from unlabelled transactions.
- Slow approvals across time zones.
- Goals:
- Hierarchical workflows ($10k/day auto-approval).
- Seamless accounting integration.(?)
- Key Features Used:
- Multi-User Vaults: Assign “Approver,” “Viewer,” or “Admin” roles. Role-Based Access
- Custom Policies: Set spending thresholds (e.g., $10k/day auto-approval)QuickBooks Sync.
- Compliance Dashboard: Export encrypted CSV logs for auditors. Compliance Dashboard
- Benefits:
- Audit-ready logs; permission timelocks for ex-employees.
- Trigger: Transactions’ scrutiny and bitcoin payroll demands.
- Barriers: Training non-technical team members.
Scenarios:
Exporting CSV logs for accouting books.
Approving payroll and suppliers request transactions via collaborative vault.