Manage Wally for your whole office
from seats to access per dossier
From members and roles to seats, usage and per-dossier access: you stay in control, even as your office grows.
Book your demoMembers and roles
Invite colleagues with a role and a seat type, and change it any time.
Usage at a glance
See how many seats and messages your office uses, and who asks what.
Teams and sharing
A team automatically grows with who joins or leaves, at three levels: personal, with your team, or with the whole office.
Onboarding a new colleague takes months
One team handles it for everyone, even someone brand new
Who actually gets to see what in a client file?
Three levels, always instantly clear
Access down to the dossier
Access to your accounting package is set per dossier, per colleague or per team.
I have no overview of who in our office has access to what
Clear at a glance
Multiple offices
One pool of seats, spread across your offices, with central billing.
Automatic access via your email domain
New colleagues with an address on your domain join the office automatically.
2FA required for everyone
Make two-factor authentication mandatory for the whole office.
SSO with Microsoft Entra
Sign in with Microsoft Entra and provision users automatically via SCIM, set up together with Wally.
What firms say about Wally
“I gave Wally a thorough test today on drawing up a financial plan. This is PHENOMENAL! If I'd had to build this from scratch myself it would have taken me at least 3 days!”
Dries Vandenbroucke
Director Movan Accountancy
“Wally has actually become my first port of call for almost everything: from a quick VAT check to complex tax questions, from analysing figures to preparing client meetings.”
An Brysse
Director Grootboek
“Taxation is complex, but that shouldn't be a barrier for accountants. That's why I'm 100% behind Wally: it's THE way to find the right information quickly. Wally searches official sources, your mailbox and connected integrations. He explains everything clearly and helps you move forward right away. Like having an extra colleague who's ready day and night to save you time and headaches.”
Gilles Tack
VAT Consultant
“Wally is my ever-enthusiastic colleague I can bring my tax, financial and corporate-law questions to. By using Wally my efficiency has improved enormously.”
Mike Senesael
Tax accountant Bilanco
“The added value of working with Wally? AI is a big and often still unfamiliar concept, with lots of trial and error without the desired result. Wally helps you as an accountant to harness the benefits of AI at your own pace, and grows together with your firm.”
Jamie Herrewyn
Tax accountant Eskofin
Frequently asked questions about teams and administration
How do I manage users, roles and seats when I roll Wally out office-wide?
You manage colleagues, roles and teams centrally in Wally's organisation settings. Every colleague gets a role, such as owner, admin or member, which decides what that person can manage, and you add someone within your subscription's seat count. That keeps you in control of who has access, even as your firm grows or someone's role changes.
What is the difference between a standard seat and a read-only seat?
A standard seat can ask Wally questions, a read-only seat reads along but does not ask anything itself. You add seats and assign them per colleague; unassigned seats stay in reserve until you need them.
Can I see who in my office has access to a specific client file in our accounting package?
Yes, you set access to a connected accounting package per colleague or per team, down to a single dossier, and you see in one overview who can reach what. In Exact Online, for example, you can tick per colleague whether they may see Bakkerij Peeters BV, without that same colleague getting access to every other dossier in the package.
Can the office admin see my personal prompts and positions?
No, what you keep personal, nobody else sees, not even the office admin. You decide yourself, per prompt, position or document, whether something stays personal, is shared with a team, or is visible to the whole firm.
Can I sign in with Microsoft Entra and provision users automatically?
Yes, Wally supports SSO with Microsoft Entra and automatic provisioning via SCIM. That gets set up together with Wally for your office.
Ready to roll Wally out office-wide?
Book a demo and see what management for your whole office looks like.
