Appearance
Accountant Guide
Accountants read the money. The role is deliberately read-only over financial data: it can see billing status, invoices, usage and payment state, and it cannot change prices, packages or permissions. VeriPrompt's job is to be the system of record and to export what you need — most bookkeepers do the actual invoicing, dunning and payment tracking in their own external accounting system, using these exports as the basis.
Two shapes of the role
- Company accountant — an
ACCOUNTANTassigned to a company. Sees that company only, and is pinned to it by the API even if a different company is requested. - Platform accountant — an
ACCOUNTANTwith no company. Sees every company, or filters to one. Only a platform accountant (orSUPER_ADMIN) can run the bulk unpaid-action import below — a company cannot suspend or downgrade itself.
What you can do
| Task | Where |
|---|---|
| Check a company's billing status, plan and usage against the plan | /accountant |
| List invoices and open the hosted invoice document | /accountant |
| See which providers drove this month's cost, and the six-month trend | /accountant |
| Export usage to CSV, including provider cost and markup per call | /accountant, or the export API for a past month |
| Export customer master data (legal name, VAT ID, address, payment terms...) to CSV/XLSX, to seed your external accounting system | /accountant/customers |
| Export contracts (minimum term, agreed price, notice period) to CSV/XLSX | /accountant/contracts |
| Export DATEV Buchungsstapel, a generic journal-entry CSV, or aged receivables | API only — see Accounting: billing, invoicing and month-end |
| Import a list of companies your external system flagged as unpaid, to downgrade to free, suspend, or reactivate them | /accountant/customers → Import Actions (platform accountant) |
View pending four-eyes approvals (approving them needs ACCOUNT_OWNER/ADMIN/SUPER_ADMIN) | /accountant/approvals |
| View MRR/ARR and the revenue dashboard | /accountant/revenue |
| Produce the billable figures for one month, per company | /admin/invoicing (platform accountant) |
| Review payment status and grace periods | /admin/payment-management (platform accountant) |
What you cannot do
Create or change packages and prices, assign subscriptions, change payment status, issue or void an invoice, create a credit note, record a payment, approve a four-eyes request, close a billing period, or run the bulk unpaid-action import. Those are administrator (or, for the import and period close, platform-accountant/SUPER_ADMIN) actions.
Start here
The full working guide — month-end checklist, currency rules, export recipes, API reference and current limitations — is in Accounting: billing, invoicing and month-end.