Team & roles — invite an assistant or your accountant

Share your books with a read-write assistant or a read-only accountant — invite by email, they accept on their next login, and every action they take is logged.

Finocket has two team roles: an assistant who can work the books (read-write) and an accountant who can see everything but change nothing (read-only). Invite either by email from Profile → Team; the invite attaches automatically the next time they log in.

What can an assistant do, and what can an accountant do?

Assistant (read-write) — for staff who run the day-to-day: they can add and edit clients, invoices, payments, expenses and the rest of your enabled modules. They cannot manage your team, modules or workspace settings — those stay with you, the owner.
Accountant (read-only) — for your CA or auditor: they can open every screen, report and document, but every save is blocked. They see all your enabled modules in the menu, so nothing is hidden from review — they just can't change anything.

When you pick a role on the invite form, Finocket explains the difference right there — most owners inviting an "accountant" mean their CA and want certainty that the CA can't edit.

How do I invite someone?

Open Profile → Team.
Enter their email (required), and optionally their name and phone.
Choose the role — Assistant or Accountant.
Tap Invite. The invite appears in your member list marked pending.

How does the invite get accepted?

There's no link to forward and no code to share. Tell them to sign in to Finocket (or sign up) with the same email address you invited. On their next login the invite attaches automatically: pending becomes accepted with the date, and your workspace appears in their account. If they already use Finocket for their own business, your books show up alongside — kept fully separate.

How do I remove someone or check what they did?

Remove a member from the same Team page — their access ends immediately; nothing they entered is lost. To see what any member has been doing, open Profile → Usage & activity → Team activity: every action carries a plain-language summary, who did it, when, and from which surface (app, API or AI).

What does my CA see when they log in?

An accountant who serves several Finocket businesses gets a CA dashboard: one card per client workspace showing outstanding amounts, GSTIN, filing-status snapshot and due-date chips, with an Open-workspace switch into each set of books read-only. For the full CA workflow — including the Hand-to-CA export ZIP — see Working with your CA.

Frequently asked questions

Is there an app my accountant can also log in to?

Yes. Invite your CA from Profile → Team with the Accountant role; they sign in with their own email and see your books read-only — every report, invoice and ledger, with no ability to edit. If they serve several clients on Finocket, they get a portfolio dashboard.

Can my assistant see my profit and bank details?

An assistant can open the same enabled modules you can, including reports, because they work your books. If a module shouldn't be visible to staff, disable it for the workspace — module choices apply to everyone. Workspace settings, team and modules remain owner-only.

My teammate signed up but doesn't see my books — why?

The invite matches on email at login. Check they registered with exactly the address you invited; if they used another email, remove the pending invite and re-invite the correct one. The workspace attaches automatically on their next sign-in.

Can an accountant change something by mistake?

No. The accountant role is enforced read-only in the database itself, not just hidden buttons — every write from an accountant session is refused. They can view and download anything, and you can verify all activity in the team activity log.

How many people can I invite, and what does it cost?

Invite the people you need — during early access, team features are free to use; founder pricing will be announced before billing switches on. For larger teams or a CA practice managing many clients, contact sales via the pricing page.

Modules & plans — run only what you need

Turn modules on and off from one switchboard, discover the rest in the Explore panel, request locked ones, and understand Trial, Managed and Beta states.

India, Australia & the US

Three tax systems in one platform: India GST/TDS (live), Australia Tax Invoices with ABN, GST-free lines and PayID/BSB + Spam Act (early access), and US named sales-tax rates you define + CAN-SPAM/TCPA/CCPA + 1099 (early access).

Developers — API keys, webhooks, OAuth & payments

Register products, create scoped API keys (shown once), receive HMAC-signed webhooks, use OAuth for whole products, onboard sub-merchants for payments, and debug with request logs and the live API reference.