Two different things can be offered to you, and they arrive in different places. Someone can invite you into their company's books, or an accounting firm can ask to take on one of your companies. This article covers receiving both. For sending an invitation, see inviting your team.
Someone invited you to their company
You get an email with a link. Opening it shows which organization you have been invited to and with which role, and an Accept Invitation button. Below it is either Decline Invitation, when you are already signed in under the address the invitation was sent to, or Cancel, which only takes you to your dashboard and leaves the invitation untouched, so you can still accept it later from the same email.
- If you already have a Financica account, sign in and accept. The invitation is tied to the email address it was sent to, so if you are signed in under a different address Financica refuses it and tells you which address to use.
- If you do not have an account yet, accepting takes you to registration. Signing up does not join you to the organization: Financica creates your account and emails you a verification link first. Verify your email, then open the invitation link from the invitation email again and accept it.
- If you have more than one invitation waiting, answer each one from its own email. There is no combined list of pending invitations inside the app.
Keep the invitation email. A half-finished sign-up is only remembered in the browser tab you started it in, so if you sign up on your phone and then open Financica on a laptop, nothing is waiting for you there: open the link from the email on that device and accept.
An invitation link is valid for 7 days. After that, or once it has already been used, the page says so and the person who invited you has to send a new one.
Declining is final: the invitation cannot be accepted afterwards, and the person who invited you has to send a new one if you change your mind. They are not notified, so tell them either way. Ignoring the invitation works too, and it expires on its own after 7 days.
An accounting firm asked to keep your books
If a firm using Financica wants to add one of your companies to its portfolio, it sends the request to your email address. The request also appears inside the app, under Invitations in the sidebar.
That sidebar entry only exists while something is actually waiting. It is not a standing page, so if you do not see it, nothing needs an answer.
The card tells you which firm is asking, along with any message they wrote. Before you answer:
- Choose which company. A firm's request is addressed to you, not to a specific company, so you pick which one it applies to. The picker lists only companies where you are Owner or Admin and that are not already in another firm's portfolio; a company can belong to one firm at a time. If none of your companies qualify, the card says so and there is nothing to accept.
- Know what accepting grants. Everyone at the firm becomes an Admin of the company you chose. They see the same books you do.
- Billing does not change. Your subscription and who pays for it stay exactly as they are.
Then Accept or Decline. A request expires 14 days after it is sent; the expiry date is shown on the card, and after it passes the request can no longer be answered.
Accepting is not permanent: either side can end the relationship afterwards. See inviting your team for how the firm's staff appear in your team list and how you end the relationship from your side, and practices and your portfolio for the firm's side of the same relationship.