Frequently Asked Questions
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Can my Accountant access Truly Financial?
Your company can provide your Accountant and anyone in the accounting firm with different levels of access to Truly Financial. As the business owner or Admin user, you can invite your Accountant and give them access as an Accountant Admin or as an Accountant Viewer.
Accountant Admin users have full access to Truly Financial, including adding new Team Members, issuing cards, initiating payments, etc.
Accountant Viewer users (who may be staff in the accounting firm or your bookkeeper), are given access to only view payments and transactions.