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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

Zacnite

Ste pripravljeni ustvariti nekaj izjemnega?

Pridruzite se tisocim ustvarjalcev in podjetij, ki ze uporabljajo Sitenyx za gradnjo svojih sanjskih spletnih strani.

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