Giving Access to Your Accountant

Invite your accountant or bookkeeper to Fynance instead of sending files every month. They work on the same data you see, in real time.

1. Make sure you are in the right company (top bar).
2. Go to Users under Settings and click Invite User.
3. Enter their Name and Email.
4. Choose the Role:
   • bookkeeping: for your accountant or bookkeeper.
   • admin: full access, for partners and managers.
   • billing: for the person who handles invoices and payments.
5. Click Send Invite. They receive an email, and their status changes to Accepted once they join.

Manage access

• The Users list shows each person's role and Last access.
• Filter by role or search by name or email.
• Access is per company. If your accountant works on several of your companies, invite them in each one.
• When someone leaves, remove their access from the Users list.

Give each person the most limited role that lets them do their job.