Accountants and bookkeepers
Your whole client base, under a single account.
Every client comes in as a company with its own tax number and its own details. You step into their account when you need to, work inside it and step back into yours without logging in again. One client's data never mixes with another's.
- Ten-day trial, no card
- Your clients sign up for nothing
- Each active company adds a monthly seat
Compatible integrations and formats
WhatsApp
Your client base
19 active3 paused2 closed
- Talleres Ruiz, Active
- Bodegas Marín, Active
- Clínica Duero, Active
- Reformas Aitana, Active
- Panadería Sol, Active
- Óptica Vega, Active
- Ferretería Nou, Active
- Gráficas Ebro, Paused
- Cerrajería Sur, Active
- Vivero Almendro, Active
- Café Central, Closed
- Muebles Lasa, Active
- Transportes Alba, Active
- Peluquería Nara, Active
- Papelería Ondas, Paused
- Cocinas Vera, Active
- Eléctrica Bruna, Active
- Textil Ríos, Active
- Jardinería Alcor, Active
- Dental Ánfora, Active
- Autoescuela Vía, Paused
- Carpintería Sela, Active
- Catering Nera, Active
- Rótulos Cima, Closed
- Active
- Paused
- Closed
Search by name or tax number, filter by status.
The usual quarter
What lands on your desk every April
- One shared folder per client, each one organised its own way and none of them complete.Every company's invoices sit in that company from the day they are issued.
- Photos of receipts over WhatsApp that you have to download, rename and type up again.The client records their purchase invoice in their own account with the document attached, and it is still there when you go looking.
- A different spreadsheet for every client, and this year's does not match last year's.The same fields and workflow across the client base, kept separate by company.
- To find out how a client is doing you have to ring them and wait for an answer.Invoiced, collected and outstanding are on their record card, without opening their account.
In and out
You step into the client's account, not a copy of it
From their record card you press «Work as» and the app reloads inside their company. What you issue there is theirs and goes out with their tax details. You return to your own firm from the bar at the top, without logging in again.
Every step in and back is logged: who acted, the source and destination companies, their IP and the browser used.
While you are working as a client your own documents are not there. It is their account, not yours with a filter on top.
Your account
- Your client companies
- Your own firm's invoicing
- Your keys and your settings
Without going in
How each client is doing, seen from outside
Every company in your client base has its own record card. Without opening their account you can see what they have invoiced, what they have collected, what they are owed and what happened this week.
The record card opens up what you need to keep their books: their invoices, their payments, the keys you issue for them and changes to their tax details. Their email, their alerts and the rest of their activity stay closed.
If you also run their payroll, the month-end time closing for the whole client base fits on one screen, with the companies that have not closed the month yet kept apart from the ones that have.
Talleres Ruiz
B12345674
Active
- Invoiced
- 148.200,00 €
- 32 invoices issued
- Collected
- 121.450,00 €
- 82 % of what was invoiced
- Outstanding
- 26.750,00 €
- 3 overdue · 9.180,00 €
- Average invoice
- 4.631,25 €
- per invoice
Recent activity
- Invoice F-2026-0184 issued2 hours ago
- Payment recorded for F-2026-0179yesterday
- Invoice F-2026-0166 overdue4 days ago
- Key «Shop link» used from the API6 days ago
Everyone their own
What simply cannot happen
Keeping companies apart is not a box you tick in the settings: it is how the thing is built underneath. These four answers do not depend on how you configure it.
Can one client see another client's invoices?
No.
What a company issues lives in that company. None of them searches, lists or finds a document belonging to another, not even when you handle both.
Does a company handled by another firm show up in your client base?
It does not exist.
It does not tell you that you lack permission: as far as your account goes, that company is not there. You get the same answer as if you had made the name up, and that is deliberate.
Can an API key you issue for a client do more than you can?
Never.
You issue keys per company to connect it to another program. If you ask for a permission your own key does not have, it is not quietly trimmed: it is refused, and you are told which one was too much.
Can your clients take on clients of their own?
No.
The tree has one step: your firm and the companies you handle. There are no firms inside firms.
When a client leaves
Are they coming back, or not?
These are two different things and it pays not to mix them up, because one can be undone and the other cannot.
They might come back
Pause it
- It stops being reachable straight away and its data stays exactly as it was.
- It stops counting in next month's charge.
- You switch it back on whenever you like. Within the month you already paid for, it costs nothing.
They are not coming back
Close it
- It is shut for good. There is no reopening it.
- It will not let you close it while issued invoices are still open. The work gets finished first.
- Its tax number is freed up: if they ever come back, they come in as a brand-new company, with a new sign-up and a new charge.
Pausing is pausing; closing is closing. When in doubt, pause.
What it costs
Your plan, plus one line per active company
The multi-company portfolio is available with Business and Enterprise. With Business, each active client company adds a €15 monthly seat plus VAT, billed through a monthly subscription separate from the main plan.
- During the ten-day trial no company is charged at all.
- The first active company opens the monthly seat cycle and charges its first period. Later additions are prorated to the end of that cycle.
- If you pause a company and switch it back on within the month you already paid for, it is not charged twice.
Main subscription · also available at €226.80 per year
A separate seat subscription, always billed monthly
VAT on top · seats remain monthly when the main plan is annual
Your clients sign up for and pay nothing on their side. The plan and seat subscriptions are yours, even though they have separate billing cycles.
Questions
What firms usually ask
Yes. From their record card you press «Work as» and the app reloads inside their company; you return from the top bar without logging in again. Every trip records the user, source company, destination company, IP and browser.
Try it with two clients before you move the whole base
Ten days, no card. Add two companies, step into one of them and see whether the quarter comes out shorter.