For businesses working with an accountant
Keep your accountant. Bring records they can check.
Give your accountant the invoices, credit notes, Peppol files and payment questions for the agreed period. Download the documents yourself on any plan, or use Business for imported bank transactions and a read-only sharing link. Your accountant chooses the import method and handles the bookkeeping and declarations.
Compare plans and limitsClose the period with fewer unanswered questions
Agree the period and expected files
Confirm the dates, delivery channel and file formats with your accountant. Ask whether they want UBL XML, readable PDFs and a separate payment position. Keep drafts apart from issued invoices.
Collect sales and supplier documents
Download the selected invoices and credit notes as PDFs. In Peppol Outbox and Inbox, select the relevant documents and download their stored XML and available PDF attachments as ZIPs. Collect non-Peppol purchases separately.
Explain payments and exceptions
Use each invoice’s Settlement panel for payments, credits and the outstanding amount. Add a Current statement for an open invoice and label its download date. Keep a manual index and a questions list for unmatched receipts, missing files or disputed invoices.
Send, then confirm the handover
Send the assembled files through the channel you agreed, or share the Business bank package described below. Ask the accountant to confirm that the files open and the period is complete. Keep your own dated copy.
A period pack you can assemble
Fictitious October 2026 example: a studio has eight sales invoices, one credit note and twelve supplier documents, all sent or received over Peppol. Three invoices remain open and one bank receipt needs an explanation.
| Your folder or file | What you put in it | How it is prepared |
|---|---|---|
00_index_2026-10.csv | References for nine sales documents and twelve supplier documents, with payment notes. | Spreadsheet you maintain; not an automatic invoice-list export. |
01_sales/ | The eight invoice PDFs and the credit-note PDF, checked against the index. | Document downloads; count the available files. |
02_peppol/ | Outbox and Inbox ZIPs: XML and available PDF attachments for the selected documents. | Separate Outbox and Inbox selections. |
03_payments-and-questions/ | Three dated Current statements and a note about the unmatched receipt. | Settlement panels plus a questions file you write. |
Illustrative folder names and fictitious counts, not a customer case or a generated OrdoGrid archive. You assemble this complete period pack yourself. A Business bank package contains a different, transaction-based selection and does not replace it.
Business: share a bank package without creating an accountant login
For imported bank transactions, Accounting offers OrdoGrid, Winbooks and Exact Online CSV layouts. The ZIP includes transactions.csv and, for a selected preset, winbooks_export.csv or exact_export.csv, plus available supporting files. These layouts are not direct software connectors or a guarantee that the accountant’s import will work unchanged.
- A company owner or administrator opens Accounting, selects the period and export layout, and reviews unresolved transactions. The ordinary Export action can continue after an incompleteness warning; explain anything unresolved.
- Choose Create share link. Original bank statements are off by default; opt in only after reviewing the disclosure about additional movements. Create the link, then copy its URL from the confirmation dialog. The CSV includes justified transactions. The URL is shown only once and expires after 30 days.
- Send the link only to the intended recipient through your agreed channel. They open a read-only summary of the company, period, format, transaction count and completeness, then download the ZIP without an account.
- Use Share links for your accountant to check expiry and last download or revoke access. Revoke and replace a lost link; revocation cannot recall files already downloaded.
- Anyone holding the URL can access the package while the link and the company’s Accounting access remain active. Expiry, revocation, company suspension or loss of Accounting access blocks future reads. Keep the URL private.
- The link rebuilds the package from current matching records at each download. Keep the downloaded version when you need evidence of exactly what was handed over.
- Original bank statements are excluded by default, including from older links without an explicit choice. If allowed when a new link is created, they may show movements omitted from the CSV. Review them before opting in. Unpaid invoices and documents without a matching transaction need a separate handover.
- A source bank statement is included only when all of its imported rows fall in the shared period. Missing files, out-of-period statements and unresolved questions must be supplied separately.
Choose the plan for the work you actually need
Free
€0.00
Manual handover of available invoice and Peppol files. Free forever includes unlimited Peppol receiving, one outgoing invoice per month and 1 GB storage. No credit-note creation, Accounting package or additional team member.
Start with FreeStarter
€9.00/ month excl. VAT
Unlimited Peppol sending and receiving, credit-note creation and 5 GB storage for manual document handover. One user; no bank import, Accounting package or private package sharing.
Choose StarterBusiness
€59.00/ month excl. VAT
Bank import/reconciliation, Accounting CSV packages and private sharing, plus unlimited team capacity. Owners/admins manage sharing. A separate team invitation gives company access beyond a period package; agree the role and responsibilities first.
Choose BusinessBusiness includes one location; additional locations cost €50/month excluding VAT. Private package download does not grant a team role. No plan files declarations for you or guarantees compatibility with an accounting package.
Questions before handing over
- Does my accountant have to change software?
- Agree the import with them first. They can review the PDFs and assess the UBL XML or CSV layouts in their own process. OrdoGrid does not provide a verified direct connector to their bookkeeping software.
- Does a Peppol download include every attachment?
- The bulk Peppol ZIP includes stored XML and available PDF attachments. It does not package every other attachment format. Check the selected documents and obtain any additional evidence separately.
- Is the package a VAT return or a payment reconciliation certificate?
- No. It supplies recorded transactions and available evidence. Your accountant checks missing items, accounting treatment, VAT and declarations. A delivery status or a completeness indicator is not confirmation of payment or correct tax treatment.
- Can I keep Free and send files myself?
- Yes, within Free’s sending and storage limits. Download the files available in your account and use your agreed external delivery channel. Choose a paid plan when you need its features, such as creating credit notes or the Business bank package.