Sharing Data With Your Accountant
The best ways to give your accountant access to financial data from AskBiz — whether through direct access, exports, or scheduled reports.
Three Ways to Share With Your Accountant
There are three main approaches depending on how often your accountant needs access and what level of interactivity they need:
1. Guest Link — share a read-only dashboard link; best for quarterly reviews
2. Scheduled Reports — automatically email a PDF or CSV report on a set schedule; best for monthly bookkeeping
3. Team Seat — add your accountant as a team member; best if they actively manage your finances and need to ask AI questions
Most small business owners use a scheduled export or guest link rather than a full team seat.
Setting Up a Scheduled Financial Report
To automatically send financial data to your accountant:
1. Go to Reports → Scheduled Exports → Create Schedule
2. Select the Financial Overview or P&L Summary dashboard
3. Set the format to PDF (for review) or CSV (for import into their accounting software)
4. Set the schedule — monthly on the 1st is typical
5. Add your accountant's email address as a recipient
6. Save
Your accountant will receive an email with the report attached on the scheduled date — they do not need an AskBiz account.
What Data to Share
The most useful data for accountants typically includes:
- P&L Summary — revenue, COGS, gross margin, operating expenses, net profit
- Cash Flow — opening/closing balances, inflows, outflows by category
- VAT Summary — output VAT, input VAT, net payable (if you've connected QuickBooks or Xero)
- Supplier Payments — outstanding invoices and payment history
Build a dedicated 'Accountant View' dashboard that contains only these cards, then share that dashboard rather than your main operational dashboard.
Adding Your Accountant as a Team Member
If your accountant needs to ask questions or explore data directly, add them via Settings → Team → Invite Member. Assign them the Analyst role with access limited to the Finance & Cash Flow and Data Analysis dashboards. This prevents them from seeing operational data (e.g. staffing, marketing spend) that may not be relevant to their work.