Clients
Invite clients and find their bookkeeping.
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Invite a client
Enter the company details, contact person and bookkeeping start date, then send the invitation.
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Find your way around the portal
Move between your firm’s overview and an individual client’s bookkeeping.
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Manage a client’s contacts
Find suppliers and customers, update contact details and inspect related documents.
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Find clients and assign responsible colleagues
Use client filters and choose a primary accountant and additional colleagues.
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Manage open client invitations
Resend an invitation, revoke a link or review a sign-up claim.
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View automated activity insights
Understand what AirBill processed and how estimated time saved is presented.
Need a hand?
Ask the AirBill team through Support in the portal.