Share the books with your accountant

Screen /team · Roles: Admin (invites) · External Accountant (the seat you grant)

At tax time your accountant needs the books - not a login that can move money. Stay N Host ships a dedicated External Accountant role for exactly this: a read-only seat over the financial surfaces, with nothing operational attached.

Grant the seat

Invite your accountant on Team and give them the External Accountant role. It’s deny-by-default - the seat carries only reads:

• Treasury - every account and the full transaction ledger, filterable and sortable.
• P&L report and the break-even reports.
• Owner statements - the settled monthly statements.
• Occupancy, ADR, RevPAR.
• Taxes - the guest-side tax rule catalog, read-only: they can answer “why was this stay taxed at this rate” without being able to change the rate they’re auditing.

What the seat can not do: record a transaction, post an accrual, close or reopen a month, change a tax rate, or touch any setting. Reconciliation questions become read-and-verify, not access-and-hope.

Why read-only is enough

The books are double-entry and reconcile to zero by construction - your accountant isn’t here to post entries, they’re here to read results and verify them. Every figure on the report screens traces to ledger rows they can see on the Treasury.

Where file exports stand today

The report screens currently have no CSV or PDF download buttons - the export capability (sold as “Data exports (CSV/PDF)” in the Finance suite on the Billing page) is not yet wired to these screens. Until it is, the working pattern is the seat above: your accountant reads the live screens directly, over the same closed months you report on.

Two exports that do exist today, for completeness: an investor’s own portal offers Download all as CSV for their monthly statements and per-statement PDF receipts, and a proposal’s public page offers a print-to-PDF. Neither is the accountant path.

Close the month first

Whatever your accountant reads, read it off a closed month - a closed month’s ledger is frozen, so the figures they file are the figures that stay.

What’s next

• Month-end discipline: Close a month.
• Inviting people and roles: Team & workspace.
• The ledger they’ll read first: Read the Treasury.