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Features

Multi-user collaboration

Invite household members

Bring your household together in one shared workspace, so everyone can contribute to keeping your finances organized and up to date. Manage individual and shared finances in one place while maintaining a clear view of each person and the household as a whole.

  • Give household members access to the same up-to-date financial workspace
  • Organize each person’s finances using dedicated reporting lines
  • Manage shared accounts without duplicating transactions or records
  • Collaborate on reviewing transactions, categorizing spending and organizing documents
  • See individual cash flows alongside your combined household position
  • Reduce the need for separate spreadsheets, document folders and financial administration
  • Choose the appropriate role and access when inviting each person
Household members collaborating on shared finances across a tablet, documents and a laptop

Share with your accountant

Give your accountant direct access to the organized financial records they need, without assembling month-end packs or exchanging spreadsheets. Work from the same up-to-date transactions, documents and reports so questions can be resolved faster and your records stay ready throughout the year.

  • Share a live financial workspace instead of repeatedly sending files and exports
  • Let your accountant review transactions, categories and reporting-line allocations
  • Keep supporting documents connected to the relevant accounts and transactions
  • Collaborate on resolving missing information and items that need attention
  • Give your accountant access to current cash-flow, budget and financial reports
  • Reduce back-and-forth during month-end, year-end and tax preparation
  • Choose view or edit access and share only the relevant reporting lines
A client and accountant collaborating over a shared financial workspace and organized records

Defined roles and access

Give every collaborator the access they need to contribute confidently, without exposing more of your financial world than necessary. Combine clear workspace roles with reporting-line access to keep responsibilities simple as your household, team or advisor network grows.

  • Assign Owner, Editor or Viewer roles based on each person’s responsibilities
  • Let Editors maintain financial records while Viewers can review information safely
  • Share all reporting lines or limit access to selected people, businesses or properties
  • Users see only documents within their role and scope
  • Keep unrelated activity on shared accounts private from limited-access users
  • Update roles and reporting-line access as responsibilities change
  • Retain clear owner control over workspace access and administration
Three collaborators working with securely scoped access to financial documents and reports

Multiple workspaces for professionals

Manage multiple clients through one professional Worthic account while giving each client their own dedicated financial workspace. Accountants, family offices and advisors can move seamlessly between client environments, collaborate on live records and keep every client’s finances organized and clearly separated.

  • Manage multiple client workspaces from one Worthic account
  • Give each client a dedicated workspace for their accounts, transactions, documents and reports
  • Move easily between client environments without mixing data or records
  • Collaborate with clients in the same live workspace instead of exchanging files and spreadsheets
  • Let clients retain clear ownership and control of their financial workspace
  • Keep each client’s users, reporting lines, settings and workflows separate
  • Scale a consistent professional service across a growing client base
A financial professional managing multiple clearly separated client workspaces from one account