Accountant Portal
Built for firms, not just for owners
JiriBooks keeps proper double-entry accounting, audit history and period locking — the things a practice cannot compromise on — while giving you a single view of every client.
Clients
Every authorized business in one list with role-scoped access.
Tasks
Work queued per client, with ownership and due dates.
Missing documents
Outstanding receipts and bills flagged before close.
Reconciliation status
Which bank accounts are matched and which are behind.
Open periods
Periods still unlocked across the client portfolio.
Tax deadlines
Country-pack aware filing dates per client.
Reports
Generate and export statements without switching accounts.
Client requests
Ask the business owner for what you need, in context.
What your clients see
Owners get plain answers — cash, receivables, payables, profit, upcoming obligations. You get the chart of accounts, journals, trial balance, adjustments and reconciliation behind those answers.
- External Accountant role with scoped, auditable access
- Auditor role for read-only review
- Reversals and adjustments instead of deletions
- Full audit trail on every posted record
- Period close controls with permission checks
- Multi-currency with realized and unrealized FX treatment