The Reporting role is designed specifically for trusted external partners like accountants, finance advisors, or CPAs who need visibility into your financial data.
This role provides full access to accounting and invoicing features while restricting administrative functions. Users with this role can view transactions, manage invoices, export data, and collaborate on accounting tasks without being able to modify company settings or manage team members.
The Reporting role is available from the Smart plan onwards and accessible on both 💻 web and 📱 mobile platforms. On Business and Enterprise plans, Reporting users gain the additional ability to submit transfer requests.
What can a Reporting role user access in Accounting?
Users with the Reporting role have complete access to the Accounting Hub, giving them comprehensive visibility into your financial data:
| Feature | Reporting Role Access |
|---|---|
| View financial information | Access account balances, transaction history, and bank statements |
| Export capabilities | Export transactions and download bank statements for external use |
| Document management | Request missing supporting documents and attach documents to transactions |
| Accounting configuration | Configure accounting exports to match your workflow |
| Bank details | View all bank accounts and add or edit supplier bank details (RIB) |
| Transaction matching | Match transactions to invoices for accurate bookkeeping |
| Accounting integrations | Access integrations like Pennylane in Read-Only mode |
☝️ Important: While Reporting users can view accounting integrations, they cannot modify integration settings—only view synchronized data.
What invoicing features are available to the Reporting role?
The Reporting role has full access to both Client invoices and Supplier Invoices, enabling comprehensive invoice management:
| Client invoices | |
|---|---|
| Create invoices | Generate invoices, credit notes, and quotes for your clients |
| Send invoices | Distribute invoices directly to customers |
| Manage templates | Create and customize invoice templates |
| Supplier Invoices | |
|---|---|
| Import invoices | Upload supplier invoices to the system |
| Edit invoices | Modify supplier invoice details as needed |
| Approve invoices | Review and approve supplier invoices for payment |
| Delete invoices | Remove invoices when necessary |
This complete access ensures your accountant or finance advisor can manage your entire invoicing workflow independently.
Can a Reporting role user make transfers or payments?
No, Reporting role users cannot make or approve transfers by default. This restriction protects your funds while giving financial visibility to external partners.
However, on Business and Enterprise plans, Reporting users can submit transfer requests. These requests must then be reviewed and approved by users with appropriate transfer permissions (Admin or Owner roles).
This feature enables your accountant to initiate payment workflows while maintaining your company's approval controls and security standards.
What reporting and monitoring capabilities does this role include?
Reporting users have robust access to analytics and data export features for comprehensive financial monitoring:
| Dashboard access | View all dashboards in Read-Only mode to monitor key metrics |
|---|---|
| Expense categorization | Categorize expenses to maintain organized records |
| Custom labels | Create custom labels for advanced organization and filtering |
| Data export | Export financial data to Excel/CSV format for external analysis |
| Accounting integrations | View data from accounting integrations like Pennylane in Read-Only mode |
These capabilities enable your accountant or finance advisor to analyze your financial data, prepare reports, and maintain accurate records without requiring administrative access to your Qonto account.
What restrictions apply to the Reporting role?
The Reporting role deliberately excludes access to administrative and operational functions to maintain security and appropriate separation of duties:
| Member management | Cannot invite, remove, or modify team members |
|---|---|
| Settings & configuration | Cannot change account settings or company information |
| Card management | Cannot order, activate, or manage physical or virtual cards |
| Expense management | Cannot access or manage employee expense claims |
| External accounts | Cannot connect external bank accounts |
| Sub-accounts | Cannot create or manage sub-accounts |
These restrictions ensure that external partners like accountants have the financial visibility they need without gaining control over your company's core operations, team structure, or banking infrastructure.