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Accountant Portal

Your accountant sees everything they need

Give your accountant time-limited, read-only access to your financial dashboard. No more emailing spreadsheets back and forth.

Available

Accountant Portal Features

Time-limited access

Grant your accountant access for a specific period. Access expires automatically.

Read-only dashboard

Accountants see your KPIs, forecasts, and reports — but can't modify anything.

CSV export

Accountants can export reports in standard formats for their own tools.

Multi-client support

Accountants managing multiple clients can switch between dashboards easily.

How it works

  1. 1

    Invite your accountant

    Enter their email and set an access expiration date.

  2. 2

    They receive a secure link

    A unique, time-limited access token is generated and sent via email.

  3. 3

    Collaborate in real time

    Your accountant views your latest financial data whenever they need it.

Accountant Collaboration FAQ

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