Can my fiduciary access nextesy?

Yes. You can invite your fiduciary directly into nextesy. You then work on the same data in real time. No more sending folders, Excel spreadsheets or exports back and forth.

You decide who sees what

Suitable roles are available for collaboration, for example for accounting, payroll, mandate management or auditing. You can also combine multiple roles and thus define exactly what your fiduciary has access to.

Collaborate more easily

• Always up to date: Your fiduciary sees your accounts updated at any time, not just at year-end.

• Fewer follow-up queries: Receipts, bookings and reports are all in the same place.

• Together instead of one after the other: You handle day-to-day operations; the fiduciary reviews and closes the books.

For fiduciaries

Do you work in fiduciary services yourself? nextesy offers a dedicated plan for fiduciary firms, with all clients in a single account. Find out more on the page for fiduciaries.