Accountants
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Your clients’ files and books, together in one place.

Import client files, connect clients who already use FinButler, and review tax drafts with your team.

Open accountants Email us
Personal FinButler
Two accounting professionals in Panama reviewing client documents together
In one place
Firm + clients
Start with
Files or a connection
Before delivery
Your team reviews

Keep client work together.

Start from client files, keep private firm notes separate, and review drafts before anything goes to a client.

  • Start a client from CSV or XLSX without a client login.

  • Connect a linked workspace when a client already uses FinButler.

  • Keep private firm notes separate from what the client can see.

Everything your firm needs for client work.

Keep clients, team access, tax drafts, and firm details together. Each person sees the work they need.

Open accountants →

  • Clients

    Your client list

    See every client, what needs attention, and who is working on it.

  • Add a client

    Files or a connection

    Create books from a client CSV or XLSX without a client login, or connect a linked workspace after the client grants access.

  • Team

    Bookkeeping and tax

    Give bookkeepers, reviewers, and tax staff access to the clients they work with.

  • Tax drafts

    Ready for review

    Prepare and review tax reports with your team. They remain informational drafts, not a DGI filing decision.

  • Firm details

    One setup

    Keep your firm name, contacts, and delivery preferences together.

  • Permissions

    You choose access

    Books created by the firm stay with the firm until a client claims them. Connected clients only share the access they grant.

From client files to a finished report.

Set up your firm, add a client from files or a connected account, and keep the work together through final review.

  1. Set up your firm

    Sign in with your work email, add your firm details, and invite the colleagues who will work with you.

  2. Add a client

    Import their CSV or XLSX without a client login. If they already use FinButler, ask them to connect their account.

  3. Review and deliver

    Keep requests, reviews, and tax drafts with the client. Your team checks every draft before it leaves.

One client list. Start from files or connect their account. Files or linked account

Keep private work private.

Choose what partners, staff, and clients can see. Change their access when the work changes.

  • Keep client books private to the firm until a client claims them.

  • Choose which team members can manage clients, reports, or firm settings.

  • Connect a client account only after the client grants access.

Review security Open accountants

Who can see what

Example

  • Private firm account

    Private

    Partner, tax lead, bookkeeper

  • Shared client account

    Limited

    Firm reviewer, client admin, approver

  • Reporting delivery

    Recorded

    Tax reports, approvals, and follow-up stay with the client.

Already use an assistant? You can connect it.

FinButler works without an assistant. If you connect Claude, ChatGPT, or another tool, it only sees the clients and reports you can see.

Ask about assistant access Read the engineering notes
How the connection works
How it connects
A secure, signed-in connection to FinButler.
What it can see
The same clients and reports your account can see.
Connection address
https://mcp.finbutler.ai/mcp
{
  "mcpServers": {
    "finbutler": {
      "transport": "streamable-http",
      "url": "https://mcp.finbutler.ai/mcp",
      "auth": "oauth"
    }
  }
}

What a connected assistant can do

  • list_accounts

    See the accounts the firm can already open.

  • list_transactions

    Filter by date, account, category, or who paid.

  • invite_client

    Invite a client to the right firm account.

  • export_report

    Produce a shareable report you still review.

Keep client work together.

Start in FinButler for accountants. Choose what each client can see. Connect an assistant only if you already use one.

Open accountants See Firm on pricing