Team and roles
Aikount is built so that founder and accountant work on the same data. You can invite the people on your team and your accounting firm into your company's books, each with the level of access they need.
Each company is isolated
In Aikount, each company is a separate workspace (tenant). All data —invoices, expenses, banks, tax models— belongs to that company and never mixes with any other. When you invite someone, you give them access to that specific company, not to everything you own.
This matters most if your accounting firm handles several companies: each client lives in its own space, and a person only sees what they've been invited to.
Roles: read-only or edit
When you invite someone you choose their role, which determines what they can do:
| Role | Can | Typical for |
|---|---|---|
| Read-only | View invoices, expenses, banks, tax models and the Dashboard. Changes nothing. | A partner, an investor, or an accountant who only reviews. |
| Edit | All of the above plus create and edit invoices, expenses, categories, reconcile and prepare tax models. | You, your operations team, or the accountant handling the day-to-day. |
Always start with the minimum permission needed. If someone only has to review and file, read-only is usually enough; you can widen it later.
Who to invite
- Your accountant or firm. You give them access to review the finished work and file the models with the AEAT. Aikount prepares; your accountant files.
- Your team. Whoever issues invoices or uploads expenses needs the edit role; whoever only checks the numbers, read-only.
- Partners or advisors. Usually read-only on the Dashboard and reports.
How invitations work
Invitations are managed from your company settings: you add the person by email, choose their role, and they get an email to join. You can change the role or revoke access for any member whenever you want.
For the concrete step-by-step, see Invite your team and accountant.
Related
- Invite your team and accountant — the process during onboarding.
- Security and GDPR — how each company's data is isolated and protected.
- Plans and billing — the Gestoría plan for firms with several clients.