The Accountant Hub is your centralized platform to efficiently manage all your Qonto clients.
This module dedicated to accountants and accounting firm staff enables you to oversee your clients' entire lifecycle: you can manage the company creation and capital deposits, deploy Qonto to your clients, directly access their accounts to retrieve receipts and accounting entries, and connect Qonto to your accounting software.
This module is available on 💻 web, only to users with the Accountant access who have registered their accounting firm information in Qonto.
What features are available in the Accountant Hub?
The Accountant Hub centralizes all the actions and information you need to support your clients:
- Company formation: Support your clients through their incorporation process with a simplified workflow directly from your hub
- Capital deposit: Initiate and track capital deposits on behalf of your clients in just a few clicks
- E-invoicing: Offer and deploy Qonto's e-invoicing to your clients to ensure compliance with e-invoicing regulations
- Partnership program: Access our program dedicated to accountants
- Multi-client management: View the complete list of your clients using Qonto and directly access their accounts to retrieve supporting documents and accounting entries
- Accounting integration: Connect Qonto to your accounting software to automate ledger synchronization
- Inviting collaborators: Invite your colleagues to access your accounting firm's shared space.
All these features are designed to save you time and optimize collaboration with your clients.
What are the permissions of Accountants?
Member management: cannot invite members, cannot change roles, cannot remove members, cannot view the user list.
Cards: cannot order physical or virtual cards, cannot block/unblock, cannot delete cards, cannot change limits, cannot validate card requests.
Transfers & payments: can prepare payments; SEPA transfers, international transfers, and scheduled transfers are request-only (Business/Enterprise plans only, subject to Admin approval); cannot validate/approve transfers, cannot reimburse expense reports, cannot do bulk invoice payments.
Client invoices (AR): can create client invoices (with numbering and T&Cs), create invoice templates, send client invoices, create credit notes, create quotes, and edit invoice appearance; can track client payments in read-only mode; can designate Qonto as the certified platform for sending invoices.
Supplier invoices (AP): can import, edit, approve, view, and delete supplier invoices; can designate Qonto as certified platform for receiving invoices.
Expense reports: cannot be an approver, cannot force approval, cannot create approval rules, cannot export expense reports.
Bookkeeping / accounting: can view account balances, has full access to the Accountant Portal, can view unlimited transaction history, export transactions, download bank statements, request missing receipts, configure accounting exports, and justify transactions (add receipts); cannot edit chart of accounts, cannot generate accounting entries, cannot modify the accounting schema.
Accounts & sub-accounts: cannot create sub-accounts, cannot connect an external bank account; can view accounts and the IBAN; cannot manage automatic direct debits; can add/edit a supplier's bank details and reconcile a transaction with an invoice.
Settings & configuration: cannot edit company information, cannot change the plan, cannot configure integrations (Qonto Connect); cannot create validation workflows, cannot deposit checks, cannot request account closure; can manage subscriptions in read-only mode.
Reporting & dashboards: read-only access to dashboards, can categorize expenses, create custom labels, export to Excel/CSV; read-only access to accounting integrations (e.g. Pennylane).
Company creation: cannot reconcile an existing account or create a company from A to Z; can initiate a capital deposit (AFT).
Banking operations (general): cannot open new bank accounts, cannot see/create/manage cards, cannot make direct transfers (requests only), cannot see or create direct debits, cannot switch banks.
Company management (general): cannot view/edit company settings, cannot manage team members or roles, cannot access subscription/billing, cannot rename accounts.
Approval workflows: cannot approve transfer requests, cannot see/manage pending requests, cannot make card requests.
Pre-accounting tool: can collect supporting documents (invoices, expense reports, bank statements), reconcile documents against transactions, and pre-fill accounting data (expense/income category, VAT rates, suggested chart-of-accounts entries) — these outputs are proposals only, with no binding value until validated by the accountant.
Document digitization: can scan invoices/receipts via mobile; Qonto can apply a certified electronic signature to digitized supporting documents (plan-dependent); accountant remains responsible for retaining originals per applicable regulations.
Automatic data extraction (OCR): available for imported documents, but the accountant must verify completeness/accuracy before validating any transaction or decision based on it.
Who can access the Accountant Hub and how do I get it?
Access to the Accountant Hub is reserved for accounting professionals. To access it, you must meet two conditions:
- Have the Accountant access on your Qonto account or your clients' accounts
- Have registered your accounting firm information in Qonto
If you are part of an accounting firm and do not have access to this module, contact our dedicated team at expert-comptable@qonto.com.
How do I access my Accountant Hub?
Once your access is activated, accessing your Accountant Hub is very simple:
- Log in to your Qonto account on 💻 web
- Click on your firm name in the top left of the interface
- Select Accountant Hub from the dropdown menu
You will then access your centralized dashboard with all your clients and available features. From this space, you can navigate between different sections and manage your clients intuitively.
Is the Accountant Hub shared with my colleagues?
Yes, the Accountant Hub is shared at the firm level. All colleagues in your firm with the Accountant access who have registered the same firm information access the same Accountant Hub.
However, you may not have access to the same clients. If needed, ask the client to invite all necessary colleagues to ensure access to the account.
If you use multiple email addresses to access Qonto, make sure each one is properly associated with the same firm to benefit from this shared space.
What should I do if I cannot find a client in my list?
If a client does not appear in your Accountant Hub, several reasons may explain this:
Check your credentials: Make sure you are not using multiple email addresses to access Qonto. If you have multiple accounts, your clients may be spread across different credentials. Log in with all your email addresses to verify.
Missing invitation: Your client must invite you to their Qonto account with the Accountant access for you to access it. Contact your client so they can send you an invitation from their Qonto interface.
Plan limitation: Clients with the Basic plan do not have access to accountant invitations. Your client will need to subscribe to a higher plan (Smart, Premium, or Enterprise) to give you access to their account.
If the problem persists after these verifications, contact our support team at expert-comptable@qonto.com with the relevant client information.