Accountant Portal
Give your external accountant or auditor read-only access to your financial data via a secure magic link, with no account creation required.
The Accountant Portal gives an external accountant, auditor, or fractional CFO read-only access to your financial data without requiring them to create a Muin account. You send them a secure magic link, they click it, and they land in a read-only view of your books — P&L, reconciliation sessions, expense exports, and more.
The portal is designed for year-end filing, audit preparation, and ongoing fractional finance relationships.
Inviting an Accountant
From Finance Overview, click the Invite Accountant button in the top-right action strip.
- Enter the accountant’s email address and name
- Optionally add a note (for example, “Year-end 2025 review — access expires March 31”)
- Click Send Invitation
Muin emails the accountant a magic link. The link is valid for 30 days from the invitation date (or until you revoke it). The accountant does not need a Muin account — clicking the link establishes a time-limited session scoped to read-only finance data for your organization.
What the Accountant Can See
Once inside the portal, the accountant sees a dedicated read-only interface. A banner at the top confirms their access level: “Read-only view — shared with [accountant name]”.
Available views:
| View | What it shows |
|---|---|
| P&L Summary | Profit and loss by expense category for a selectable date range |
| Reconciliation Sessions | List of completed and in-progress bank reconciliation sessions |
| Expense Export | Downloadable CSV of expenses for a date range |
| Bank Statements | Imported bank statement files |
The accountant cannot create, edit, void, or approve any financial document. Write actions are disabled at the session level — not just hidden in the UI.
Audit Pack Export
The Download Audit Pack button on the portal home page bundles all key financial documents into a single ZIP:
- P&L PDF (for the date range you choose)
- Cash flow CSV
- Reconciliation session PDFs
- Expense export CSV
Click Download Audit Pack, select the period start and end dates, and Muin generates the ZIP. A download link is emailed to you and the accountant with a 24-hour expiry.
AI Audit Letter
The Audit Pack includes an optional AI-generated cover letter that summarizes the period: key metrics, year-over-year comparison, and notable items. The letter is clearly marked as AI-generated and is intended as a starting point, not a final document. Review and edit it before including it in a formal audit submission.
Managing Access
Revoking Access
To revoke an accountant’s access before the 30-day expiry, go to Finance Overview > Manage Accountant Access and click Revoke. The magic link is immediately invalidated — any subsequent click shows “This link has expired.”
Multiple Accountants
You can have more than one active accountant invitation at a time. Each accountant has their own link and their own independent 30-day window. Revoking one does not affect the others.
Access Log
Every action the accountant takes inside the portal is logged: which page they viewed, when they downloaded documents, and when they exported data. This log is visible to your organization’s finance admins under Finance Overview > Manage Accountant Access > Activity Log.
Permissions
| Action | Required permission |
|---|---|
| Send accountant invitation | finance:process |
| Revoke accountant access | finance:process |
| View access log | finance:read |
| What the accountant can do | Read-only (enforced by the portal session) |
Common Questions
Does the accountant need to create a Muin account? No. The magic link gives them a read-only session that expires automatically. No account, no password, no onboarding.
What if the magic link expires before the accountant uses it? Invite them again — generate a new link from Finance Overview > Manage Accountant Access > Resend Invitation. The old link stays expired.
Can the accountant download raw data? Yes — the Expense Export CSV and Audit Pack ZIP are available from inside the portal. Raw database exports are not available; the downloads are the structured, accountant-ready formats.
Is the portal session secure? Yes. The magic link uses a cryptographically random token stored server-side. After 30 days (or on explicit revoke) the token is invalidated. Sessions expire after 8 hours of inactivity even within the 30-day window.
Can the accountant access other modules (HR, CRM, etc.)? No. The portal session is scoped exclusively to finance read-only data. Navigation to other modules is blocked at the session level.