Understand and close the books
Complete

One workspace for you and your bookkeeper

Give everyone working on the books access to the same records instead of emailing exports around. Remove someone once and their access disappears across the workspace.

Start freeCompare plans
The invoiso plan and team-usage settings.
Bring collaborators into the same workspace with the same review boundaries.

From source record to answer

Open any total until you reach the documents behind it.

Reporting, project analysis, exchange rates and period controls all read the same records and respect the same accounting boundaries.

Availability

Complete

Part of

Understand and close the books

Where this earns its place

See how this feature fits a real business workflow.

Owners + bookkeepers

Give owners and bookkeepers the same paper trail

Bills, receipts and statements are read and filed as they arrive, with duplicates caught before either of you sees them.

See the use case

Finance teams + delegated spending

Know who authorised the spend, before the money leaves

Every bill waits for the people your rules name, and the record shows who agreed.

See the use case

Frequently asked questions

How does this feature work?

Give everyone working on the books access to the same records instead of emailing exports around. Remove someone once and their access disappears across the workspace.

Which plan includes this feature?

Complete. The pricing page shows the current plan boundary and any usage allowances.

Can I use the invoiso assistant with this workflow?

Yes. The in-app assistant can work with the records available to your plan, and it asks before it sends, deletes or sets up anything recurring. The same closed-period and workspace rules still apply.

All features