For accounting firms
Every client's reconciliation, one firm login
Bookkeepers and firms manage many clients from a single workspace: switch between client books in a click, pool one plan's invoice quota across all of them, and leave each client owning their own data.
The multi-client problem
Most invoicing tools assume one company per account. For a firm, that means a separate login, a separate subscription, and a separate pile of credentials for every client — plus the awkward question of whose account the data actually lives in when the engagement ends.
InvoiceHive models the relationship directly: your firm is one workspace, each client is their own workspace, and a delegation connects them — visible, auditable, and revocable from either side.
How firm access works
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1. Invite a client by email
Existing InvoiceHive users accept with one click; new clients get an onboarding link that creates their own workspace. The delegation moves through an explicit lifecycle — pending, active, revocable — with every transition recorded.
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2. Switch books with the workspace switcher
All delegated clients appear in one switcher in the top navigation. While you work in a client’s books, a banner shows you’re acting on their behalf — no mixed-up uploads, no wrong-company edits.
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3. Clients keep ownership
Each client logs into their own tenant and sees their own data — and only theirs. Data is isolated per client workspace, access can be revoked at any time, and the audit trail shows who accessed what and when. If a client leaves, their books leave with them intact.
One plan, pooled across every client
Your firm subscribes once. The plan’s monthly invoice quota is shared across all client workspaces you manage, and one bill goes to the firm. No per-client subscriptions to open, expense, and cancel — a client’s processing is covered by your plan for as long as the delegation is active.
Quota usage is visible in the app, and paid plans can allow per-invoice overage when a busy month runs past the limit. See current plans and quotas.
Roles for how firms actually staff
Inside any workspace, team members carry one of four roles:
Owner
Full control of the workspace, billing, and membership.
Admin
Manages settings and the team, invites members, assigns roles.
Accountant
Does the operational work — invoices, statements, matching.
Viewer
Read-only access for stakeholders who need visibility, not edit rights.
Bilingual, multi-currency, and Costa Rica ready
The product runs fully in English and Spanish and handles ten currencies — useful when your client list spans the region. Costa Rican electronic invoices are parsed natively from XML, including Clave, consecutivo, and CABYS codes, and validated against the PDF when both arrive.
The reconciliation workflow itself — AI extraction, statement parsing, confidence-scored matching, anomaly flags — is the same one described on the invoice reconciliation software page, available in every client workspace you manage.
Bring your client list
Create your firm workspace, invite your first client by email, and run a real reconciliation before deciding anything.
Setup in 2 minutes — or talk to us first