Working with client workspaces

Use the Accountant plan, client overview, workspace invitations, and per-client missing receipt digests to review client books.

What the Accountant plan includes

The Accountant plan costs €29 per month. See pricing for the plan details. Each client keeps a separate workspace with its own connections and receipt storage.

Join a client workspace

1. Ask the client to open Team in their workspace and invite your email address with the accountant role.
2. Open the invite and sign in with the invited email address. A different email cannot accept it.
3. Accept the invitation, then select the client's workspace before reviewing its transactions.

You use your own login. The client connects their bank and inbox; they do not need to share passwords or API tokens with you.

Use the client overview

When you have access to more than one workspace, Team shows a client overview. It lists missing receipts, items missing for 30 days or more, items needing review, suspected duplicates, coverage, and sync status. Switch workspace to inspect the underlying transactions.

Follow up per client

The weekly missing receipt digest is generated separately for each client workspace. Use it alongside the live report to decide what needs chasing. The report keeps currency totals separate and can be exported as CSV for follow-up.

See the missing receipt guide for chase and declaration options, or bulk imports when a client has a folder of documents to catch up on.