Getting Started

Workspaces, people and roles, language, and where your data goes.

5 articles

• WorkspacesA workspace is one client engagement. It belongs to your accounting firm and can hold several companies, which is what a client with more than one legal entity needs. Invoices, bank transactions, master data, categories…
• Roles & PermissionsThis article describes who can do what in AI Finance Team: how an accounting firm and its clients are organised, which permissions exist and who holds them, how custom roles and exceptions change them, and how people…
• Changing Your LanguageAI Finance Team is available in English, Hungarian (Magyar) and German (Deutsch), and the interface is fully translated in all three: every screen, every button, every message.
• Where Your Data GoesFor clientsClients ask their accountant this, and accountants ask us. This page answers it plainly: what AI Finance Team does with the documents you put into it, which computers that happens on, and how long anything is kept.
• Subscription & BillingOne subscription covers your whole accounting office: every client workspace and every user, with no limit on either. You choose a plan, try it free for 14 days, and manage the subscription afterwards on the same page.