Audit the books where they're actually kept.
When a client runs on Kayan, its owner can give your firm read-only access to the whole account. Your team reads the live ledger and the records behind it, without waiting on exports.
Kayan checks your licence before your firm can receive requests.
Journal entries
| Code | Reference | Description | Posted | Amount |
|---|---|---|---|---|
| JE-2291 | Order | Order #51 delivered | Oct 30 | 1,850.00 |
| JE-2290 | Payout | Kashier payout received | Oct 29 | 12,400.00 |
| JE-2288 | Purchase | Goods received, PO-118 | Oct 28 | 9,300.00 |
| JE-2285 | Payroll | September pay run | Sep 30 | 64,750.00 |
What your team can do once a client lets you in
- Read the ledger and statements
- Journal entries, chart of accounts, balance sheet and profit and loss, all as they stand now.
- Open what's behind the numbers
- Orders, purchases, stock, payments and payroll sit in the same account, so you can test a figure against its source.
- Check the client's audit log
- The log of activity in the client's account is open to your team, along with a record of when your access began and ended.
- Export to your working papers
- Download the ledger and statements as CSV. A few statement exports depend on the client's plan.
- One desk for every client
- Requests and clients sit together in the audit portal, each with its access dates.
- Your whole team, no client seats
- Invite staff by email. They can read every client your firm has accepted and don't use any of the client's seats. Only the firm's owner answers requests.
How access opens
- Register and applyCreate an account, then submit your firm's details and licence.
- Kayan reviews itOnce approved, businesses on Kayan can find you by name, country and city.
- A client requests youOnly the client's owner can ask for your firm, and they can set an end date.
- Your owner acceptsRead-only access opens for your whole team until it ends.
Read-only, with a way to end it
Open to your team
- The client's modules, in view mode
- The client's audit log and exports
- Access until the end date, if one is set
Closed to your team
- Posting, editing or deleting anything
- The client's settings and billing
- Any business that hasn't granted you access
- The account, once either side ends access
Questions firms ask
Can access be limited to certain modules?
No. Access covers the whole account in view mode, including payroll and employee records, so make sure your client knows that before granting it.
Who can end access?
The client's owner or your firm's owner, at any time. Access also ends on its end date if one was set. Without one, it stays open until someone ends it.
Can we assign staff to specific clients?
Not today. Everyone on your firm's team can read every client your firm has accepted.
Will the public be able to find our firm?
There's no public directory. Your firm is listed for businesses signed in to Kayan when they choose an auditor.
Is the portal in Arabic?
Not yet. The audit portal and its emails are in English today.
Keeping the books rather than auditing them? Accountants join a client's workspace as team members. See the accountant program
Get your firm ready for clients on Kayan.
Register your firm and submit your licence. After approval, clients can request you from their account.