Starting with CostPocket as an Accounting Agency

In short, CostPocket helps accounting agencies save time, cut errors, and manage client expenses more efficiently. Whether you are a freelance accountant with a handful of clients or a large agency serving dozens of companies, CostPocket provides a reliable system for expense document submission and review.

Note: when working on desktop computer, we recommend using CostPocket cloud environment.

Once you have registered an account with CostPocket, follow these four steps to set up CostPocket for multiple companies as an accounting agency:

1. Register client companies
If you work with Merit, MONEO, Joosep, Standardbooks, Jumis Pro, Briox, or SimplBooks, the easiest way to register clients is directly through the accounting software. Simply activate the CostPocket integration, and your client companies will be registered automatically. The email address set in the software will be added as the admin in CostPocket.

See instructions for integration with other accounting software providers

2. Select a pricing plan
This must be done for each client separately in Settings > Billing. When registered, all companies start with a free demo plan. 

Learn more about pricing plans

3) Set billing to your company
To apply the accountant discount, set your accounting agency as the invoice recipient for each client company in Settings > Billing. 
Read more about settting up a single invoice for multiple companies and discount for accountants.

4) Add users
Send the invites to the people who will be submitting the documents to each of the companies.
As an administrator of the account, you can do it in Settings > Users