Clients
Invite clients and find their bookkeeping.
Invite a client
Enter the company details, contact person and bookkeeping start date, then send the invitation.
Find your way around the portal
Move between your firm’s overview and an individual client’s bookkeeping.
Manage a client’s contacts
Find suppliers and customers, update contact details and inspect related documents.
Find clients and assign responsible colleagues
Use client filters and choose a primary accountant and additional colleagues.
Manage open client invitations
Resend an invitation, revoke a link or review a sign-up claim.
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.