How do I give my accountant access to Mylo?

Inviting an accountant is a self-serve step: in Settings under Organisation you enter their email and send the invite. On their side, the accountant either sets up a firm login or adds your company to a login they already use for other clients, so joining your books does not force them out of their existing setup.

Once connected, an accountant works at the Accountant role level. They can review and approve expenses and work your accounts payable, including AP aging and reconciliation, from the desktop experience that role is built for. By default they see submitted and approved expenses plus invoices and reconciliation data, not your private drafts.

Because accountants often serve several companies, they switch between clients using a client switcher on desktop, so your company is one entry in their list. Access is always revocable: you can remove an accountant from the Connected accountants list whenever your firm changes, and their access ends immediately.