All your clients in one account
An accounting firm works with the invoices of many companies every day. In FinStream you see them all in one place, each with its own data, people and approvals.
One organisation, many companies
Add your clients' companies to your accounting firm's account. Switch between them without logging out.
Delegated ANAF certificate
Use your own certificate for all clients, or each company's certificate where needed. Or the client sends you a connection link and you confirm it with a PIN received by email.
Access per company
Your colleagues see only the companies they look after. A client sees only their own company and approves their own payments.
You prepare the payments. The client only approves.
You build the payment list for the client, . They get an email, review it and approve. You keep the full history.
Why it matters to you
- Clients see for themselves what was paid and what is still due, so they stop asking you
- Fewer wrong payments to explain to the client
- One more service you can offer your clients
For accounting firms with many clients
If you work with several companies that pay many suppliers, we want to build this part together with you.