Several companies under one user account, with roles and accountant access

All companies under one sign-in

You create a company by finding it by name or CVR number, and you can create as many as you need. Each company has its own bookkeeping, chart of accounts, bank, inbox and plan, and nothing crosses between them. Prices apply per company. Each company is created with its chart of accounts, VAT codes, inbox and customer invoice ready from the start, and its name, address and financial year come from the CVR register; you switch company at the top of the screen, and the journal, reports and settings follow. That suits holding companies with an operating company underneath, and bookkeepers who keep all their clients’ companies under one user account.

Four roles

What the screen hides from a role, the database refuses too: Read access cannot write by any route, and a User cannot connect a bank.

Invite your accountant and colleagues

Invite by email as an Administrator, a User or with Read access. Your accountant typically gets Read access and sees the accounts without changing them; a bookkeeper gets User and can book. A User can carry the title Bookkeeper or Accountant on the member card, so it is clear who is who. An invitation never grants ownership: the owner moves it to a member who has accepted their invitation, and the owner becomes an administrator. The invitation is sent by email and accepted with the recipient’s own sign-in; if the person has no sign-in yet, it is created along the way. The owner and administrators can change a member’s role and remove a member again.

Bookkeepers and accountants keep their clients’ companies gathered under one user account and switch between them without signing out. Read more about accountant access for bookkeepers.

Sign-in, locked books and traces

• Two-factor authentication: protect your sign-in with a code from an authenticator app on your phone. Once it is on, the password alone opens no company; the code is required every time.
• Booked entries cannot be changed. Errors are corrected through new entries, a reversal, so the history stays whole.
• Every booked entry carries who booked it and when, and that is included in the export of Booked entries.
• Every change that matters is recorded: who, what and when.
• Data and files are hosted in the EU.

Which plans include several companies and roles?

Several companies under one user account, the four roles and two-factor authentication are included in every plan. Each company has its own plan, Free included, and without a paid subscription the company can send 5 invitations a day. See the pricing, or get started.

Questions