An accountant seat in your client's own business
In every client business run on Lynxbe you get a fixed-permission accountant seat - read invoices, expenses and reports, reconcile the bank, record expenses and assets, and decide on filings to the Tax Authority - with no power to issue, change or cancel a fiscal document.
What Lynxbe gives an accountant
An accountant working with a business run on Lynxbe gets their own seat on that business, with an 'accountant / bookkeeper' role that ships with a fixed set of permissions: reading invoices, expenses, customers and reports, plus five defined write authorities - bank reconciliation, recording expenses and fixed assets, posting to the ledger, and deciding on a filing to the Tax Authority. The seat cannot issue, edit, cancel or manage a fiscal document - that stays with the business owner. The seat is per business: an accountant working with several clients logs into each client's business separately, because Lynxbe has no single login that shows every client together.
What the accountant seat actually does
An accountant seat with fixed permissions
The business owner invites you as 'accountant' or 'bookkeeper' - two labels for the same seat. The grant covers reading invoices, expenses, customers and reports, plus five write authorities only: bank reconciliation, recording expenses, managing fixed assets, posting to the ledger and filing to the Tax Authority - with no power to issue, edit or cancel a document.
A document package for any period you choose
Export a zip of every tax document the business issued for a chosen period plus a CSV listing what is inside, and separately scan the business's own mailbox to automatically collect every PDF that looks like a supplier invoice or receipt - without opening and saving files one by one.
Bank reconciliation with approval
Bank lines come in through a secure login to the bank account (opening to customers gradually) or a CSV import from Hapoalim, Leumi, Discount, Mizrahi Tefahot or a generic CSV. The platform suggests an invoice or expense for each line and you approve it before it reaches the books. Every match can be undone.
Receipt intake with no typing
A receipt arriving by email, WhatsApp or manual upload runs through OCR and becomes an expense draft with the details it recognized, its source recorded and duplicate detection, so the accountant can see where every expense came from.
Filings to the Tax Authority
VAT reporting, withholding tax, advance tax and capital declarations, including supplier-invoice reconciliation, all require the accountant seat's own filing permission, separate from read access, done from inside the platform.
A partner track for accountants
Lynxbe runs a partner program where 'accountant' is a defined partner kind: refer client businesses to Lynxbe and earn recurring monthly commission on the referral. Joining requires Lynxbe's approval and is not part of a regular subscription plan.
One Platform. Everything Connected.
Every module works together seamlessly. Your data flows automatically between CRM, Booking, Payments, Communications, and more.
No More Switching Apps
Everything you need in one place. No juggling between 10 different tools.
Automatic Data Sync
Customer data, bookings, payments, and communications sync automatically.
Smart Automation
Create workflows that span multiple modules. Book → Invoice → Remind → Follow-up.
Unified Analytics
See your entire business performance in one dashboard with cross-module insights.
See How Modules Work Together
Click any connection to see how two modules combine to create powerful automations
WhatsApp + CRM
See full customer history when they message. Auto-tag contacts, track conversations, and personalize responses based on purchase history.
Booking + Invoicing
Auto-generate invoices when appointments complete. Send payment reminders, track revenue by service, and reconcile automatically.
Payments + Booking
Collect deposits at booking time. Deposits and reminders can reduce no-shows. Process full payments, offer installments, and manage refunds.
AI + WhatsApp
24/7 intelligent responses. Answer FAQs, book appointments, send quotes - all automatically while you sleep.
Contracts + Payments
Auto-trigger payment collection when contract is signed. No chasing clients - funds transfer on signature.
Automation Flows
Build powerful workflows: New lead → WhatsApp welcome → Book demo → Send contract → Collect payment → Add to CRM.
Real Example: The Perfect Customer Journey
Zero manual work. Every step automated.
Power Combinations
See how 3 and 4 modules create complete business workflows
Smart Booking Experience
Booking + WhatsApp + CRM
Customer books online → WhatsApp confirmation with their name from CRM → Personalized reminder with past service history → Post-visit follow-up based on preferences
Automated Billing Cycle
Invoicing + Payments + Email
Invoice generated → Payment link embedded → Email sent → Reminder at 7 days → Thank you email on payment → Receipt auto-delivered
24/7 Smart Scheduler
AI + WhatsApp + Booking
Customer messages at 2am → AI understands intent → Shows available slots → Books appointment → Confirms instantly → No human needed
Smart Call Center
Voice + CRM + Analytics
Call comes in → Customer card pops up with full history → Agent sees previous purchases & preferences → Call logged automatically → Analytics tracks call duration, outcomes & agent performance
Multi-Channel Reminders
SMS + WhatsApp + Booking
Customer books appointment → WhatsApp confirmation sent → SMS reminder 24h before → WhatsApp reminder 1h before → No-show? Auto-reschedule message sent on both channels
Omnichannel AI Support
Voice + WhatsApp + AI
Customer calls → AI voice assistant answers → Can't resolve? Transfers to WhatsApp for detailed help → AI continues conversation seamlessly → Full transcript saved
Complete Service Business
CRM + Booking + Invoicing + Payments
New customer added to CRM → Books service → Appointment completed → Invoice auto-generated with customer details → Payment collected → History updated in CRM
Intelligent Customer Engagement
CRM + AI + WhatsApp + Analytics
AI identifies high-value customers in CRM → Sends personalized WhatsApp offers → Tracks engagement → Analytics shows ROI → AI optimizes next campaign
Deal Closing Machine
CRM + Contracts + Payments + Email
Lead marked 'ready' in CRM → Contract auto-generated with details → Sent for e-signature → Payment triggered on sign → Welcome email sent → Deal closed
Accountant FAQ
Can an accountant working with several clients log into all of them from one place
What write permissions does the accountant seat have
Which banks does bank reconciliation support
How do receipts get into the system without manual typing
How do I get the accountant a document package for a period
Can an accountant earn from referring clients to Lynxbe
We will show you how your accountant gets access to the books, bank reconciliation and the document package - without touching document issuing.
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