VynSales for accounting firms managing multiple clients

· 1 min read

Accounting firms often handle billing and sales documents for several client companies. Juggling a separate login per client is slow and risky. VynSales lets one account span many companies.

One login, many companies

Manage multiple companies from a single account on Pro and Enterprise. Each company keeps its own customers, catalog, numbering, and documents — data is fully isolated.

Switch context cleanly

Use the org switcher to move between client companies. What you see always belongs to the company you're in, so there's no risk of mixing one client's data with another's.

Control staff access

Set per-user permissions so each team member only touches the companies and modules they should — a junior can be read-only on one client and full finance on another.

Feed the books

Push issued invoices and payments into AutoCount or SQL Accounting via the API and webhooks, so the sales side and the ledger stay in sync.

Simple billing

Extra companies bill as overage on one subscription — no separate accounts to reconcile.

Start a free trial and run every client from one place.

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