Invite your accountant or bookkeeper with a secure, read-only seat. They log in with their own account and see your dashboard, transactions, and reports — without being able to change or delete anything.
Your accountant can view dashboards, transactions, reports, and invoices — but cannot change or delete anything.
Invite by email. They create their own login and see your data through a dedicated dashboard.
Choose which businesses your accountant can see. Grant access to one, some, or all.
Remove access with one click. No waiting periods, no complicated offboarding.
Accountants get their own dashboard view with the financial data they need.
Your accountant uses their own login credentials. You never need to share your password.
Open the Accountant Access section from your Settings page.
Type your accountant's email and select which businesses they should see.
Your accountant receives an email and creates their own login.
They see a read-only dashboard with your transactions, reports, and financial summaries.
Your accountant gets read-only access only — they can view your data but cannot add, edit, or delete anything. You control which businesses they can see. You can revoke access instantly at any time with one click.
Plan availability
The Business plan includes 1 accountant seat. Your accountant gets their own login with read-only access. Pro users can share reports manually via PDF or Excel export.
Stop emailing spreadsheets and PDFs back and forth
Your accountant sees real-time data — not last month's snapshot
Read-only means they can look but not touch
Revoke access instantly if you switch accountants
Saves time for both you and your accountant
No credit card required. Start free and upgrade when you’re ready.
Available on Business — Start Free