Financial adviser/ accountant

I had a thought, have to give a load of information to a financial adviser and accountant regularly - it would be good if they could pull data through their own system connections or at least I could provide them with an extract.

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this would be awesome
some form of read only access to an element I wanted to show them

any thoughts snoop?

This is a great idea @prujon - not something we’ve considered or are working on but a definite idea for the future.

We’re working on the feature which will enable you to download a csv of your transactions across your connected accounts, so this has potential to help in this area when it’s available in the app.

Cara

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