A2X Partner Program for External Accountants and Bookkeepers

A2X Partner Program for Accounting and Bookkeeping Firms

A2X is designed for accounting and bookkeeping firms to make reconciling easy and accurate.

A2X Overview for Accounting & Bookkeeping Firms

Overview with tips and tricks for Accountants and bookkeepers setting up their first A2X account for their Amazon or Shopify client

Accounting & Bookkeeping Firms - Getting Started with A2X

Partner Dashboard

This view gives accounting partners a summary of all their accounts

Partner Overview

A2X Certification Course for Accountants and Bookkeepers

Partners can conveniently access a centralized overview page, offering a comprehensive view of all unposted payouts and COGS.

Unposted Payouts Reports: a comprehensive view of all unposted payouts and COGS for Partners

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Amy Crooymans

Katie LeMoine

Getting Started for Accounting and Bookkeeping Firms

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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