Your team. Your companies. One login.

Bring your accountant, team or CA into the books you work on. Each company has its own workspace, and you choose what each person can see and do.

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Company settings for the Beylesys Technologies test company in Beyle Lekka.

Review your company setup before entering day-to-day transactions.

Beylesys Technologies · local test company · sample records
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Access that matches responsibility

Everyone gets their own login

Give each person the access their work needs: viewing, entry, review, billing or invitations. Set it separately for each company.

Companies stay separate

Switch between businesses in one click. Each has its own books, members and settings, so you always know which company you are working in.

Your CA works alongside you

Invite your CA to the live books with read-only, close-only or full access. They can keep review notes and sign-offs with the work.

Invite someone in four steps

01

Invite by email

Send an invitation to a colleague, accountant or CA — they accept with their own login.

02

Assign the role

Choose what they can view, enter, review or manage. Access applies to the company you select.

03

They get to work

Your colleague signs in on web or desktop and sees the records and actions their role allows.

04

Review the trail

Use the audit log to see who changed a record, when they changed it and which company it belongs to.

What's included

Keep companies and responsibilities clear.

  • Single-user single-company through multi-user multi-company workspaces

  • Email invitations with accept flow and per-company membership

  • Role-based permissions: view, enter, review, billing and invite rights

  • One-click company switching with clear workspace boundaries

  • Advisor access for CAs: read-only, close-only or full

  • CA client workspaces with partner/staff role separation

  • Audit log across every company and member action

  • Period-close and lock controls tied to reviewer roles

One owner, three businesses, one login

See how an owner shares three companies with an accountant, a CA and a new colleague.

  1. 1

    The owner opens the company switcher: Acme Traders, Sharma & Co, Kiran Textiles — three separate workspaces.

  2. 2

    In Acme Traders, the accountant has full access; in Sharma & Co, only entry rights; in Kiran Textiles, nothing yet.

  3. 3

    The CA holds close-only access in all three — enough to review and lock periods, not to post.

  4. 4

    An invitation brings a new staff member into Kiran Textiles with read-only access to start.

Result: everyone has their own login, access to the right companies and a clear record of their work.

FAQ's

Yes — invite them by email and assign a role per company. Your CA can hold read-only, close-only or full access, and every action is logged.

Yes — each company is a separate workspace with its own books and users, switchable in one click. Reports stay per company; there are no consolidated group statements.

The desktop app surfaces sync conflicts for review instead of silently overwriting, and the audit log records every change either way.

Only the owner role can manage plans, credits and payment details.

Related features & guides

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Right people. Right access.

Explore the workflow and bring your accountant or CA into your workspace. Choose their access and work from the same books.

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