This article explains how users and accountants collaborate on bookkeeping records in Finom — including how to invite an accountant, how records are reviewed, and how both sides interact during the review process.
The platform includes a dedicated feature that enables collaboration between users and accountants on bookkeeping records.
For account owners
Step 1: Invite an accountant to your team
To enable collaboration, you need to add an accountant to your team:
Go to Team settings
Click Invite member
Select the role Accountant
Click Continue to send the invitation
If your subscription plan allows adding an accountant, they will be successfully added and gain access to your Accounting section and bookkeeping records.
Step 2: Review of the records
Once your accountant reviews your records:
You will receive an email notification
Go to Accounting → Bookkeeping Records to view the results
You will see which records were:
Approved — everything is clear and verified
Declined — additional action is required
If a record is approved
When a record is approved:
It means the accountant confirmed the record is accurate and complete
You can verify the record (if not already verified). Verified records will be allocated on the report page.
If a record is declined
When a record is declined:
Open the record
Check the decline reason or the comment left by your accountant
Update the record (e.g. upload a supporting document or correct information)
Optionally, add a note (for example, confirming that the issue has been fixed). The record's status will be changed to “Not reviewed”.
Save the changes
Declined records will appear in your Declined section.
What happens after you edit a record
Any change you make resets the record status to Not Reviewed
This indicates that the record requires a new review from the accountant
After making updates:
Save the record
The record will again require review by your accountant
Be careful when editing records, as the change will mark the record as “Not reviewed”. If you are confident in your changes, there is no need to send it to review again.
For accountants
Step 1: Access to a client’s records
To access a client’s accounting data, you must first be invited as an Accountant.
Once invited, log in to the account using your credentials:
You will be able to access the company and the Accounting section.
You can open the Bookkeeping Records of your client from the Accounting section.
Step 2: Review of the bookkeeping records
Go to Accounting → Bookkeeping Records
Open individual records from your dashboard
Carefully review the details provided by the user
Approve a record
If the record is accurate and complete:
Click Approve
The record will be marked as Approved
This indicates the record is verified and can be treated as such.
Decline a record and provide a reason
If the record is incomplete or incorrect:
Click Decline
Select one of the predefined decline reasons or enter a custom note
(e.g. “Please upload the supporting document”)Click Save
For the user:
The record will appear in the Declined section
Edit records and update your input
As an accountant:
You can edit the record
You can update your input at any time, even after making an initial decision
Change record status after initial decision
You can change the status of a record at any time:
Approved → Declined if you later identify an issue
Declined → Approved if the issue is resolved
Step 3. After the user updates a record
When a user changes anything in a record, its status automatically becomes Not Reviewed
This means the record requires a new review from you.