Accountants: Setting Up Your Gekko Account and Inviting Clients

1. Create your account

1. Go to: getgekko.com/en/accountants/

2. Create your Gekko accountant account.

2. Invite clients

1. Open your customer overview in Gekko.

2. Invite your first client via email. Please note:

   • The client must be an existing Gekko user.

   • The email address must be linked to the client’s Gekko account.

   • The email address is case-sensitive.

3. The client will see your invitation:

   • In their Gekko dashboard on the right-hand side, or

   • Via a bell notification next to the company name in the top-left corner.

4. The client selects which company profile you get access to.

   • If the client has multiple company profiles, you must send a separate invitation for each profile to the same email address.

5. Once the client accepts your invitation:

   • You will have access to the client’s Gekko account.

   • You can access their Gekko account through the control panel or by viewing the account directly.

3. Collaborating with your client

• Any changes you make will appear in the client’s Account timeline (Dashboard bottom right).

• This way, the client can always see which adjustments were made by you as their accountant.

4. Useful features for accountants

Standardize cost categories

• From the ledger (top right), you can create cost categories.

• These can be used by all your connected clients, helping keep bookkeeping consistent.

Mark reviewed costs with checkmarks

• In the cost overview, you can use checkmarks to indicate which costs you have reviewed.

• This makes it easy to keep track of verified expenses.