Yes. You can give your external accountant secure, read‑only access to your Lili business account so they can review your finances and export what they need—without being able to move money or change settings. Accountant access is available on all Lili business account plans.
What accountant access allows (and what it doesn’t)
Accountant access is designed specifically for external accounting partners. It gives them the information they need to support your business while you stay in full control.
Your accountant can:
- View all account balances and transaction details
- View and export your full transaction history (for example, as CSV files)
- View your all your accounting and tax reports generated in Lili
- View all invoices you create in Lili
- View all bills in your Bill Pay workspace
Your accountant cannot:
- Move money (no transfers, payments, or wires)
- Use your debit card or create new cards
- Approve or schedule bills or payments on your behalf
- Change your account settings, business information, tax settings, or user access
- Close your Lili account or upgrade/downgrade your plan
If you want to give access to another business owner or an internal team member add them as a manager or admin instead of as an accountant.
Who can invite an accountant
- Any authorized business owner with admin‑level access can invite an accountant from Lili’s web experience.
- Each Lili business account can have one accountant user at a time. If you change firms, you can remove the current accountant and invite a new one.
If you manage multiple Lili business accounts (for example, several entities), you will need to invite your accountant separately for each account you want them to access.
How to invite your accountant
To add an accountant through Team Management:
- Sign in to Lili from a web browser.
- Go to Settings and scroll to the Team section.
- Click Add a new user.
- Under Role, select Accountant.
- Enter your accountant’s first name, last name, and email address.
- Review and agree to the authorization terms, then send the invite.
Your accountant will receive an email from Lili prompting them to create their own login, if they don’t already have one. Once they complete setup, they’ll see your business account in their Lili dashboard with view‑only and export permissions, based on the accountant role you assigned.
Managing, removing, or re‑inviting your accountant
You can manage your accountant’s access from the same Team area in Settings where you first invited them.
To manage a pending accountant invitation:
- Sign in to Lili from a web browser.
- Go to Settings and open the Team section.
- Find your accountant.
- Click the three‑dot menu next to their name to:
- Cancel invite – revoke the invitation and make the link inactive
- Copy invite URL – copy the link so you can send it directly to your accountant
- Resend invite – send them a fresh email invitation
Once your accountant accepts the invite and joins your team, they appear under active users with the Accountant role. From there, any owner with admin‑level access can remove them just like any other team member by managing users in the Team section.
If an invite expires or your accountant can’t find the email, using Resend invite or Copy invite URL from the three‑dot menu is usually the fastest fix.
Security notes
We use the same security standards for accountant access as we do for your own login, including unique credentials and encryption. You never need to share your username or password with your accountant
Lili is a financial technology company, not a bank. Banking services are provided by Sunrise Banks, N.A., Member FDIC. The Lili Visa® Debit Card is issued by Sunrise Banks, N.A., Member FDIC, pursuant to a license from Visa U.S.A., Inc. The Card may be used everywhere Visa debit cards are accepted.
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