CostPocket Setup Guide for Accounting Agencies
Last updated July 7, 2026
CostPocket lets accounting agencies manage expense documents for all their clients from one account: clients photograph receipts, AI digitisation extracts the data, and complete documents arrive in each client's accounting software. Setup takes four steps.
Whether you're a freelance accountant with a handful of clients or an agency serving dozens of companies, the process is the same.
Tip: on desktop, use the CostPocket Cloud environment for the best review and administration experience.
Step 1. Register client companies
If your clients use Merit, MONEO, Joosep, Standard Books, Jumis Pro, Briox, or SimplBooks, register them directly from the accounting software: activate the CostPocket integration, and the client company is created automatically. The email address set in the software becomes the CostPocket administrator.
For other platforms, see the integration instructions for your accounting software.
Step 2. Select a pricing plan for each client
Every newly registered company starts on a free demo plan. Choose a plan per client under Settings > Manage subscription. How to select a pricing plan.
Step 3. Centralise billing to your agency
Set your agency as the invoice recipient for each client under Settings > Billing to receive one consolidated invoice with the accountant discount applied.
Step 4. Invite users
Invite the people who will submit documents for each company, under Settings > Users. How to add and manage users.
Frequently asked questions
Can I manage all clients from one login? Yes β one CostPocket user account can administer any number of client companies, and you switch between them inside the app or Cloud.
Do my clients need to install anything? Only employees who submit expenses need the mobile app (or they can use the web app or email submission). The integration handles delivery into the accounting software.
How is my agency billed? Set your agency as the invoice recipient for each client company; you receive one consolidated invoice with the accountant discount applied.