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Invite Accountant

Share one workspace with your accountant.

Invoi is built for owners and accountants together.

Most accounting software in Vietnam is made for accountants. The screens are full of ledgers, tax forms, and period-close tools that a founder does not need day to day. The usual workaround is to hand the books to the accountant and stay out of the system. That is convenient until you need a simple answer: what is unpaid, who still owes you, or whether cash this month covers payroll.

When the owner is locked out of the source of truth, invoices live in Zalo threads, the accountant works from a copy, and visibility and control of the company’s finances slip away. You find out late. You cannot check a customer yourself. You wait for someone else to tell you if the business is healthy.

Collaborating in one workspace is the other model. You keep running the company — issue invoices, follow payments, match bank transfers. Your accountant keeps the books and filings compliant — same invoices, same customers, same bank matches. Neither of you retypes the other’s work. Owners stay on operations and cash flow; accountants stay on compliance. One source of truth, two jobs.

#Why invite

  • Same invoices, customers, expenses, and bank matches — no second copy of the company
  • Less file chasing over Zalo and email; your accountant already has the records
  • You keep visibility: matched vs unmatched, who owes you, and what landed in the bank
  • Your accountant stays ready for bookkeeping and tax filing without asking you to export again
  • Fewer surprises at month-end because both of you worked from live data all month

#How

From Settings → Team, add your accountant’s email and assign access. Both of you keep your own perspective — owners on operations, accountants on compliance — in one workspace.

If they already use Invoi, that company shows up under Companies on their login. They can belong to several companies with the same email. See Multiple companies.

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Invite Accountant — Invoi Docs