Portal del Contable

The Problem with Sharing Invoices with Your Accountant

The current workflow for most small businesses: your accountant sends a reminder, you dig through your email to find invoices for the month, forward them one by one, realize you missed some, get a follow-up, forward more. Repeat every month.

Alternatively: you add your accountant to your Google Drive folder, which they forget about, and which doesn't include invoices that came via WhatsApp or vendor portals.

The accountant portal solves this by giving your accountant a dedicated, always-current view of all your invoices. Automatically populated as invoices arrive, organized by supplier and date.

What the Accountant Portal Includes

When you invite an accountant to Invoflux, they get:

• A dedicated multi-client dashboard (they can manage multiple clients from one view)
• View access to all invoices collected from your email, WhatsApp, and other sources
• Bulk download: download all invoices for a period as a ZIP file
• CSV export with structured data (supplier, date, amount, VAT) for import into their accounting software
• Invoice filtering and search by supplier, date range, amount, and status
• AI reconciliation results. Matched and unmatched invoices vs. bank transactions

What the Accountant Cannot Access

By design, accountant access is scoped to invoices only:

• Cannot read your email inbox
• Cannot see banking credentials or open banking connections
• Cannot modify account settings
• Cannot delete invoices or modify extracted data

You maintain full control. The accountant gets exactly what they need to do their job.

Is the Accountant Portal Free?

Yes. Invoflux's accountant portal is free forever for accounting professionals. Your accountant pays nothing. You pay for your own Invoflux plan, which includes the ability to invite accountants with controlled access.

How to Invite Your Accountant

From your Invoflux dashboard, go to Settings → Team → Invite Accountant. Enter their email address and select "Accountant" as the role. They receive an invitation, create a free account, and gain access to your invoice portal immediately.

If they're already an Invoflux user (managing other clients), your account simply appears in their existing multi-client view.