Add a Bookkeeper to Your Account

You can add a bookkeeper to your account by inviting them as a team member with admin access and no card privileges. This allows them to view transactions and reports without the ability to spend.

How to add a bookkeeper

Follow these steps to give a bookkeeper access:

1. Sign in to your dashboard.
2. Click Team and Select Invite teammate.
3. Enter your bookkeeper’s name, email, and phone number.
4. Assign a role to the teammate (Super Admin, Admin, Employee or Bookkeeper) and click continue.
   1. If you would like to issue a card to the teammate, click on Create Employee Card
5. Click on Skip For Now
6. Click Review to move to the next screen, and after reviewing that the information is correctly entered, click on Invite and Issue Card(s).

Note: the bookkeeper accepts the invitation, they will have access to view transactions and reports

What access bookkeepers have

Bookkeepers can:

• View transactions and statements
• Download reports
• Access autopay reports
• Export data for accounting

Things to keep in mind

• Bookkeeper access does not allow spending.
• Limits can be adjusted or access removed at any time.
• Multiple bookkeepers can be added if needed.

Need more help?

If you need help setting up bookkeeper access or want to confirm permissions, contact our team at support@affiniti.finance or give us a call at +1 840-420-8405 and we’ll take a look.