Shared accounts
Keep accounts, invoices, approvals, and reports in one place with the people you choose.
Mission
FinButler keeps family and business money in one place, with clear access and a person reviewing changes before they are added.
Money work gets split across spreadsheets, inboxes, chat threads, and exported reports. That makes it hard to know which numbers are current and who still needs to review them.
FinButler keeps the accounts, files, people, and approvals together from the start.
Keep accounts, invoices, approvals, and reports in one place with the people you choose.
Give accountants a clear place for client books, team access, and tax-report drafts.
Connect an assistant if you already use one. It follows the same access rules as everyone else.
Money work should be easier to follow, not spread across more tools.
Access should be clear and easy to change or remove.
Suggestions should save time on accounts, invoices, and reviews you already need to do.
People who want accounts, invoices, and spending together, with a review before changes are added.
Firms that import client files, keep linked workspaces when a client already uses FinButler, and review drafts before they leave.
Family, teammates, and clients who should only see the information meant for them.