<p>Your accountant needs to see your invoices and bank data, not change them. The External accountant role does exactly that.</p><h2>Steps</h2><ol><li>Open <strong>Settings &gt; People</strong> and choose <strong>Invite</strong>.</li><li>Enter your accountant's email address.</li><li>Choose the <strong>External accountant</strong> role.</li><li>Send the invitation for them to accept.</li></ol><h2>What they can do</h2><ul><li>View invoices and bank transactions</li><li>Do reconciliation</li><li>Export data and download files</li></ul><h2>What they cannot do</h2><ul><li>Edit or upload invoices</li><li>Manage people or connections</li><li>See or change billing</li></ul><h2>Good to know</h2><p>External accountants do not count toward your plan's team member cap, so giving your accountant access never costs you a seat.</p><p>If your accounting firm already uses SignSolid, their portal connection shows under <strong>Settings &gt; People</strong>, so you can see and revoke it at any time.</p>

Give your accountant read only access without using up a seat.

Invite your accountant

Feedback

Roadmap

Changelog

Alex

Troubleshooting and FAQ

Quick answers to the things people ask most.

Frequently asked questions

Secure links, data rooms, and analytics in a document sharing workspace

Document sharing

The other half of SignSolid: secure links, data rooms, signing, and analytics.

What a document sharing workspace does

Upload, set the controls you want, and send a link instead of an attachment.

Share a document with a secure link

Share a whole set of documents as one space, with permissions per person.

Data rooms explained

Who opened it, how long they stayed, and which pages they actually read.

See who viewed your document

How SignSolid keeps your data, bank connections, and account secure

Security and privacy

The short answer, with links to the detail.

Is my data secure?

Read only access, no stored credentials, and why you re-approve every 90 days.

How your bank connection is protected

Exactly which permissions we ask for, and what we cannot do with them.

What SignSolid can access in your email and storage

EU primary storage, a mirror you own, and access limited to people you invite.

Where your data is stored and who can see it

Passwordless by default, encrypted sessions, and SSO for teams that need it.

How we protect your account sign-in

What you are entitled to, and how we handle your data.

Your privacy and GDPR rights

How to delete, what goes, and what stays.

Delete your data or account

Encryption, EU hosting, independent testing, and how we run things day to day.

Our security practices

How the browser extension pulls invoices from portals without holding your passwords.

Connecting supplier portals safely

Plans and billing

How usage and caps work, and how to change plan.

Plans and what counts toward your limits

Language, appearance, privacy, mobile, and the browser extension

Account and settings

Set your language, theme, and workspace accent colour.

Change your language and appearance

Where your privacy controls live and what deletion actually removes.

Data, privacy, and deleting your account

Work from your phone, and pull invoices from supplier portals.

Use SignSolid on mobile and with the browser extension

Multiple workspaces, team members, your accountant, and accounting firms

Workspaces and team

Add colleagues and give each one the right level of access.

Invite a team member

One login, several workspaces, nothing shared between them.

Switch between workspaces

Run several client companies from one firm workspace, with a portal for each client.

Working as an accounting firm

Connect ANAF e-Factura and sync official invoices

e-Invoicing (Romania)

Sync official Romanian e-invoices straight from ANAF into your invoice list.

Connect e-Factura (ANAF)

Bank reconciliation

Link your bank so transactions sync automatically and match themselves to invoices.

Connect your bank account

The three signals SignSolid uses to pair a transaction with an invoice.

How automatic matching works

Accept, reject, or find the right transaction yourself.

Review and confirm a match

Almost always a stale approval on the bank's side. Here is how to clear it.

Bank connection failed: what to do

Where your invoices are stored and how they are organised

Storage and routing

Mirror every invoice into storage you own, filed the way you want it.

Connect a cloud storage provider

What SignSolid reads from invoices and how to correct it

Extraction and your data

Rescan a skipped email, reprocess a bad extraction, or send it to us.

Fix an incorrectly extracted or skipped invoice

How invoices reach SignSolid: inbox scanning, forwarding, upload, and supplier portals

Capturing invoices

What SignSolid looks for in your connected mailbox, and what it ignores.

How inbox scanning works

Every workspace gets its own address. Anything you send it becomes an invoice.

Forward invoices to your capture address

Add an invoice yourself. SignSolid reads and files it just like an emailed one.

Upload an invoice manually

SignSolid processed the invoice but was not confident about a field, so it is asking you.

What "Needs review" means

Set up SignSolid and process your first invoice

Getting started

An overview of what SignSolid automates and what you need to set up.

What is SignSolid and how it works

SignSolid is two products in one. Pick the right workspace at signup, because the choice is permanent.

Choose your workspace type

SignSolid looks your company up in the official registry so you do not have to type it in.

Set up your company details

Connect the mailbox your invoices arrive in, and choose where the files are filed.

Connect your email and cloud storage

Where your captured invoices appear, and what the statuses mean.

See your first processed invoice

Let Claude, ChatGPT, or any MCP client answer questions about your invoices and spending.