Accountants and bookkeepers Review and approval
For accountants and bookkeepers
Nothing is final until the right person says so.
Give each person the access that fits their job. Bookkeepers prepare, accountants review and post, and owners look on without changing a thing.
Team and accessExample brand
- Example BookkeeperPrepares invoices and billsBookkeeper
- Example AccountantPosts, reconciles, reviewsAccountant
- Example OwnerSees everything, manages the teamOwner
- Example AdviserCan look, cannot changeRead only
Control without getting in the way.
- Bookkeepers prepare
- A bookkeeper role can prepare invoices and bills, but cannot post them to the ledger.
- Accountants post and reconcile
- An accountant role posts, reconciles and sees company-wide statements.
- Owners and advisers look on
- A read-only role shows the figures without any risk of a change.
- Access by brand
- Give people access to just the brands they work on.
- Six roles in all
- Owner, admin, brand admin, accountant, bookkeeper and read-only.
- Invite by email
- Add the team in minutes and change their access at any time.
Where to start
More for accountants and bookkeepers
- Accountants and bookkeepersPrepare, review and approve, with a record of who did what.
- Audit trail and period closeA record of every change, and periods that stay closed.
- Year end and taxVAT, corporation tax and statutory accounts from the same books.
- Many businesses, one loginSeparate books for every company, switched in a click.
- Moving a client acrossBring over the history and start from where they are.
Ready to see your books clearly?
Talk to us about getting set up, or sign in if you already have an account.