Give Your Accountant Access

Working with an external accountant or CPA typically involves exporting data, emailing spreadsheets, and going back and forth with questions. It's slow, error-prone, and usually happens in a rush during tax season. FiscalInsights eliminates this friction by giving your accountant their own free seat with direct access to your books.

Your accountant logs in, sees your real-time financial data, and can run any report they need—P&L, balance sheet, trial balance, tax summaries, transaction details—without asking you to export anything. They can leave notes on specific transactions, flag items for your review, and adjust categorizations if you grant write access.

Collaboration happens in real-time. When your accountant makes a change or leaves a note, you see it immediately. When you categorize new transactions, your accountant sees them without waiting for a data refresh. This seamless collaboration reduces the time and cost of working with a CPA, and ensures you're both looking at the same, current data.