Bookkeeper access is available on the Business plan ($50/month). If you’re on a different plan, see compare plans for details.
How to invite a bookkeeper
1
Open your profile
Sign in at app.mysubledger.com and navigate to your Profile page.
2
Find the Bookkeeper Access section
Scroll to the Bookkeeper Access card on your profile page.
3
Enter their email and send the invite
Type your bookkeeper’s email address in the invite field and click Send invite. SubLedger sends them an email with a link to accept the invitation.
Sending a new invitation automatically revokes any previous active invitation. Only one bookkeeper can have access at a time.
What happens when your bookkeeper accepts
Your bookkeeper clicks the invitation link in their email. If they don’t already have a SubLedger account, they’ll need to create one first — the invitation resumes automatically after they sign in. The invitation is tied to the email address it was sent to. Your bookkeeper must sign in with that same email address to accept. Once accepted, your bookkeeper’s dashboard shows your subscription data instead of their own. A banner at the top of their screen confirms they’re managing your account.What your bookkeeper can do
Your bookkeeper has access to your subscription list, spend summaries, and reports. They can view and edit your subscriptions, but they cannot:- Delete your SubLedger account
- Change your plan or billing details
- Invite additional bookkeepers