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Bookalyze

Invite your team and your accountant

Invite people to one company at a time, as an owner, admin or member. Your accountant can look after one company without seeing the others.

Roles

RoleWhat they can do
OwnerFull control, including deleting the company
AdminChange settings and features, invite or remove people, manage connections and posting
MemberUse the books and features, but not change settings

Caution: A read-only or accountant role isn't there yet: a member can post entries. Give people the role they need.

Invite someone

Where in the app: Settings → Team members

  1. 1

    Enter their email and choose a role

    They get an email invitation to this company only.

  2. 2

    They accept

    With a new account, or the one they already have. They then see this company in their switcher.

Every change anyone makes is recorded in the company's audit log: who, what and when.

  • Create your company

    Name, country, main currency, time zone and financial year, then switch on the parts the business needs. Each company you run is completely separate, with its own books, team and connections.

    Read the guide
  • Company profile, registration numbers, people and documents

    Everything about the company in one place: its details, registration numbers and licences, the people and owners, and a vault for its documents with expiry dates.

    Read the guide