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Accounting connection module
Your accountant, always up to date.
Approve an invoice or an expense and it goes to your accountant with its supporting document. And you talk to your accountant in Fidly, even on your phone.
✓ Sent on approval
✓ Automatic approval
✓ Built-in messaging
✓ Documents locked after approval
At a glance
01
No more sending documents at the end of the quarter.
What you approve reaches your accounting firm as you go. They see your figures up to date, and you have nothing left to gather.
01
Sent on approval
One click on “Approve” and the document goes to your accountant, with its supporting document.
02
Automatic approval
On sending, on import or on Peppol receipt: it's up to you.
03
Messaging
Talk to your accountant, on your computer or in the mobile app.
04
Reliable figures
An approved document can no longer be edited or deleted.
How it works
02
Four steps, and your accountant is up to date.
1
Link your account
To the accounting firm that uses Fidly.
2
Choose your rules
Manual or automatic approval, per document type.
3
Approve
Sales invoices, credit notes and expenses.
4
Your accountant receives
The documents with their supporting documents; you talk through messaging, even on mobile.
Sent to Martin & Co
Sales invoices8
Expenses4
This month12 documents
StatusUp to date
Technical specifications
03
What the module covers, point by point.
01
Link
2 items
–
Linked accounting firm
Your account is linked to the accounting firm that uses Fidly.
Visibility
The linked accounting firm is shown in your accounting export settings.
02
Approval rules
3 rules
–
On sending
Sales invoices and credit notes approved as soon as they are sent.
Incoming, added manually
Drag and drop, monitored email and app scans approved on import.
Incoming, Peppol
Documents received via Peppol approved on receipt.
03
Sending
2 items
–
Content
Each approved document goes with its supporting document.
Locking
An approved document can no longer be edited or deleted.
04
Communication
2 items
–
Messaging
A conversation with your accounting firm, right in Fidly.
Mobile app
Messages and notifications on your phone.
For your accountant
04
The same space, on both sides.
Your accounting firm
They work on your documents as soon as they're approved
No re-keying, no emails: your approved documents arrive in the firm's Fidly space.
Not on Fidly yet?
Talk to your accountant about it
We'll introduce them to the accounting firm space. In the meantime, Fidly works on its own for your invoicing and expenses.
FAQ
05
Questions about the accounting connection.
Does my accountant have to use Fidly?
Yes, automatic sending goes to an accounting firm that uses Fidly. If that's not the case yet, we can introduce them to the accounting firm space.
Can I edit a document after approval?
No. An approved document is locked: it can no longer be edited or deleted, which guarantees reliable figures for your accountant.
Can I approve everything automatically?
Yes, according to your rules: sales invoices on sending, incoming documents on import or on Peppol receipt. You stay in control of the rest.
How do I talk to my accountant?
Through Fidly's built-in messaging, on your computer and in the mobile app, with notifications so you don't miss anything.
How much does Fidly cost?
From €8 excl. VAT per month, billed annually. See our pricing to choose your plan.
Does my accountant have to use Fidly?
Yes, automatic sending goes to an accounting firm that uses Fidly. If that's not the case yet, we can introduce them to the accounting firm space.
Can I edit a document after approval?
No. An approved document is locked: it can no longer be edited or deleted, which guarantees reliable figures for your accountant.
Can I approve everything automatically?
Yes, according to your rules: sales invoices on sending, incoming documents on import or on Peppol receipt. You stay in control of the rest.
How do I talk to my accountant?
Through Fidly's built-in messaging, on your computer and in the mobile app, with notifications so you don't miss anything.
How much does Fidly cost?
From €8 excl. VAT per month, billed annually. See our pricing to choose your plan.
Does my accountant have to use Fidly?
Yes, automatic sending goes to an accounting firm that uses Fidly. If that's not the case yet, we can introduce them to the accounting firm space.
Can I edit a document after approval?
No. An approved document is locked: it can no longer be edited or deleted, which guarantees reliable figures for your accountant.
Can I approve everything automatically?
Yes, according to your rules: sales invoices on sending, incoming documents on import or on Peppol receipt. You stay in control of the rest.
How do I talk to my accountant?
Through Fidly's built-in messaging, on your computer and in the mobile app, with notifications so you don't miss anything.
How much does Fidly cost?
From €8 excl. VAT per month, billed annually. See our pricing to choose your plan.
Hi, I'm Chloé,
A question about Fidly, its features or getting set up? I'm here to advise and support you.
Talk to usA question about Fidly, its features or getting set up? I'm here to advise and support you.