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Getting Started
Inviting your team
Add team members and your accountant to collaborate on your books.
2 min read
Financica is designed for collaboration. You can invite your accountant, bookkeeper, co-founders, or finance team members to work on the same set of books.
How to invite members
- Go to Settings > Organization > Users.
- Click Invite member.
- Enter the email address of the person you want to invite.
- Select their role.
- Send the invitation.
The invited person will receive an email with a link to join your organization. If they do not already have a Financica account, they will be prompted to create one.
Roles and permissions
Financica has three roles:
| Role | What they can do |
|---|---|
| Owner | Full access to everything, including deleting the organization and managing billing. Only one owner per organization. |
| Admin | Full access to accounting data, settings, and user management. Cannot delete the organization. |
| Member | Can view and edit accounting data — transactions, invoices, documents, and reports. Cannot change organization settings or manage users. |
Typical setup
- Founder as Owner — You maintain full control over the organization and billing.
- Accountant as Admin — Your accountant can manage the chart of accounts, review transactions, and configure accounting settings.
- Team members as Member — Other staff who need to upload receipts, review reports, or categorize transactions.
Managing members
From the users page, you can:
- Change roles — Promote or demote members as needed.
- Remove members — Revoke access immediately.
- Resend invitations — If someone did not receive or lost their invite email.
Pending invitations
Invitations that have not yet been accepted will show as "Pending" in the user list. You can cancel and resend them at any time.