Connect Slack to your books: one-tap answers and a weekly digest
Press Add to Slack under Settings › Slack and pick a channel. Each Monday at 9 AM, the week's bookkeeping questions post there, and anyone you have linked answers by tapping a category. Each tap applies with that person's own role.
Updated · 3 min read · By the Accountable team
The short version
- Questions post to Slack on Mondays at 9 AM, one group per message, and one tap on the category answers.
- Each person links their Accountable account the first time, and every answer applies as them, with their own role.
- You pick where each kind of post goes: questions, approval cards, month-closed posts, feed alerts and answers.
- Press Post questions now or Send digest now to test the setup without waiting for Monday.
- Your approval rules still apply, so a change over an owner's limit still waits for an owner.
What Accountable posts to Slack
- Questions about transactions it could not categorize with confidence, grouped by vendor, with the likely categories as buttons.
- A weekly digest.
- Approval cards for changes that wait for a person.
- A post when a month closes, and an alert when a bank or card feed breaks.
One tap answers a question, and it applies as you
Each message is one group of questions. Tap the category, or Something else, and Accountable applies your answer. The first time, Slack asks you to link your Accountable account; after that your answers apply as you, with your own role, so a tap never lets someone do more than their role allows. The activity log shows who answered.
| Kind of post | When it posts | What you do |
|---|---|---|
| Questions | Mondays at 9 AM, one group per message | Tap the category, or Something else |
| Approval cards | When a change waits for a person | Review the card |
| Month closed | When a month locks | Nothing; it is the report |
| Feed alerts | When a bank or card feed breaks | Reconnect the feed |
How to connect Slack in five steps
Step 1: Open Settings › Slack and press Add to Slack. Approve the app in Slack.
Step 2: Pick the Channel.
Step 3: Under Where each kind of post goes, choose where questions, approval cards, month-closed posts, feed alerts and answers go.
Step 4: On Monday at 9 AM, questions post one group per message. Tap the category, or Something else.
Step 5: The first time, Slack asks you to link your Accountable account. After that your answers apply as you.
The step-by-step help article is Answer questions and get the weekly digest in Slack. To test it before Monday, press Post questions now or Send digest now under This week.
Approval rules and roles limit what a Slack answer does
Slack is another way to reach the same books, so the same rules apply. By default, changes apply at once, logged and undoable, and entries of $5,000 or more wait for an owner. An owner can make more wait under Approvals › Rules. Nobody approves their own change, and owners can always approve.
Because each answer applies as the person who tapped, a teammate with a limited role cannot do more in Slack than they can in the app.
Slack's own admin rules decide who can install the app
By default any member of a Slack workspace can install an app, and a workspace owner can turn on app approval so that members need an admin's authorization first. If your workspace requires approval, the install becomes a request to your Slack admin.
Questions founders ask
Does answering in Slack change my books?
Yes. A tap categorizes the matching transactions as you, with your own role, and the change shows in Activity and can be undone like any other change.
Can a teammate without an Accountable role answer?
No. Each person links their own Accountable account the first time, and what a tap can do depends on that account's role in the company.
When do the questions post?
On Mondays at 9 AM, one group per message. The same questions also wait on Transactions › Needs review.
Can I pick the channel for each kind of post?
Yes. Under Where each kind of post goes you choose where questions, approval cards, month-closed posts, feed alerts and answers go.
Answer your bookkeeping questions in Slack
Start free with one company. Connect Slack once, and the week's questions arrive on Monday morning for one-tap answers.
Start freeSources, checked September 30, 2026: