Bookkeeper & Accountant Access for Contractors

Let a bookkeeper or accounting firm into your books at exactly the access you choose

Give your bookkeeper, accountant, or back-office firm their own way into BuildCrux without sharing your login or using up a paid seat. As the workspace owner you authorize a firm with the connect code they give you and pick the ceiling: Read only to view financials and reports, Bookkeeper to also work invoices, expenses, receipts, payments, and reports, or Full admin to reach projects, customers, and schedule as well. The firm's master admin then assigns individual staff to individual clients, and a staffer's real access is always the lower of your ceiling and their assignment, so no one the firm hires can quietly exceed what you granted. Their team works from a separate firm console that lists every client they manage, shows your ceiling and their effective access on each, and opens straight into your books. Firm access is view-first today, with money actions like recording payments and uploading expenses available at the bookkeeper level and more write workflows rolling out. A firm can never change your subscription, your Stripe payout settings, your team, or your AI credits, and can never delete your workspace, no matter which level you grant. Revoke access whenever you want and every one of their people is locked out on their next request, re-checked on the server rather than trusted from a stale session.

Part of BuildCrux's all-in-one platform
Bookkeeper & Managed-Service Access — live product screenshot
Grant access at a ceiling you set
Never touches billing, payouts, or credits
Revoke access anytime

What you get

Authorize a bookkeeping or accounting firm with the connect code they give you, so you never share your password or add them to your team as a paid seat.
Choose how far a firm's access reaches: Read only for view-only financials and reports, Bookkeeper to also work invoices, expenses, receipts, payments, and reports, or Full admin to reach projects, customers, and schedule too.
The firm's master admin assigns specific staff to specific clients, and each staffer's real access is the lower of your ceiling and their assignment, so a firm can never grant its own people more than you allowed.
A firm can never change your subscription, your Stripe Connect payout settings, your team, or your AI credits, and can never delete your workspace, at any access level.
Their team works from a separate firm console that lists every client they manage, shows your authorized ceiling and their effective access on each, and opens straight into your books.
Revoke a firm's access from Settings and every one of their staff loses access immediately, re-checked on the server on their next request rather than trusted from a stale session.
If the firm also referred you to BuildCrux and earns a commission on your subscription, that overlap is disclosed to you right when you grant access, never buried.
Only the workspace owner can connect, change the level of, or revoke a managing firm, so a staff member or invited teammate can not sign away control of the books.
Firm staff are invited by their firm's master admin by email and must verify before they can open any client's books, so access is tied to a real person the firm added, not to anyone who happens to type in an email.

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