Books that balance.Closes that finish.

Dashboard

Your whole ledger at a glance.

A live financial snapshot, balances, period activity, and what needs attention the moment you log in.

Ask your books

Ask your books anything.

Plain-English questions, real answers from your ledger, “How much did we spend on fuel last quarter?” done.

Bank transactions

Every bank line, in your books.

Transactions stream in from your bank feed and land in one queue, review, categorize, and post in seconds.

Bank accounts

All your accounts, one balance view.

Connect checking, savings, and credit cards, live balances and feed status for every account in one list.

Categorization rules

Categorize once, automate forever.

Teach the books your patterns, rules match payees and amounts so recurring transactions file themselves.

Import

Bring history in, cleanly.

Drop in CSV or OFX exports and map the columns once, months of history import without double entries.

Reconcile

Match the books to the bank.

Tick transactions off against your statement until the difference reads zero, every period, fully reconciled.

Bank deposits

Batch payments into clean deposits.

Group checks and cash into deposit slips that match the bank statement line for line.

Check Register

Every check, numbered and known.

A running register of printed and voided checks, numbers, payees, and status always in sequence.

Invoices

Bill it, send it, get paid.

Create professional invoices, send them in a click, and watch status move from sent to paid automatically.

Invoice templates

Your invoice, your brand.

Design reusable invoice layouts, logo, columns, terms, and notes, so every bill goes out consistent.

AR Aging

See who owes you, and for how long.

Outstanding invoices bucketed by 30, 60, and 90+ days, chase the right customer before debt goes stale.

Credit memos

Credit issued, cleanly applied.

Issue credits against invoices and apply them to future balances, every adjustment documented.

Products & Services

One catalog for everything you sell.

Items with prices, income accounts, and tax codes, pick from the list and invoices fill themselves.

Payment Terms

Due dates that set themselves.

Define Net 15, Net 30, or custom terms once, every invoice calculates its due date automatically.

Write-offs

Close out what won't be paid.

Write uncollectible balances off to bad debt with a clean entry, books accurate, history preserved.

Bills

Know what you owe, and when.

Track vendor bills with due dates and payment status, nothing slips past due and nothing gets paid twice.

Recipients

Everyone you pay, on file.

Vendors and payees with their terms, tax IDs, and history, pick a recipient and the paperwork fills itself.

Receipts

Snap it, file it, forget it.

Capture expense receipts and attach them to transactions, audit-ready documentation with zero shoeboxes.

AP Aging

Know what's due before it's late.

Unpaid bills bucketed by age so you can prioritize payments and protect vendor relationships.

Payroll disbursements

Payroll lands in the ledger, itemized.

Each pay run posts wages, taxes, and withholdings to the right accounts, payroll and books always agree.

Vendor credits

Credits from vendors, never lost.

Track credits your vendors owe you and apply them against upcoming bills automatically.

Sales tax

Collected, tracked, ready to file.

Tax rates apply themselves on invoices and the liability accrues per jurisdiction, filing season gets easy.

1099 Center

Contractor filings, ready in January.

Track 1099-eligible payments per contractor all year and generate the forms when filing season hits.

Profit and Loss

See profit, plainly.

Revenue minus expenses, period over period, a P&L that updates as transactions post, no spreadsheet required.

Balance Sheet

Know exactly where you stand.

Assets, liabilities, and equity in one statement that always ties out, your financial position at any date.

Cash Flow

Follow the money, month by month.

Cash in, cash out, and where it went, operating, investing, and financing flows without the spreadsheet math.

Trial Balance

Confirm the books are square.

See every account's debit and credit totals side by side and know your ledger balances before you close.

Dimensions

Tag every line, slice every report.

Class, location and project tags for invoice, bill and journal lines, cost accounting over the same ledger, without changing how anything posts.

General Ledger

Drill into any account.

Follow the full transaction history of any account with running balances that reconcile in real time.

Journal

Every entry, double-checked.

Each posting balances debits and credits automatically, so your journal is always internally consistent.

Consolidation

Many entities, one statement.

Roll subsidiaries and locations up into consolidated financials with eliminations handled cleanly.

A/P Detail

Every payable, line by line.

A transaction-level view of accounts payable, the bills, payments, and credits behind every balance.

A/R Detail

Every receivable, line by line.

Drill from customer balances down to the individual invoices, payments, and credits that build them.

Budget vs Actual

Plan against reality, monthly.

Compare budgeted amounts to actuals by account and period, variances surface before they grow.

Expenses by Vendor

See where the money really goes.

Total spend per vendor and payee over any period, your biggest cost drivers, ranked.

General Ledger Detail

The ledger, fully unfolded.

Every posting across every account with full source detail, the deepest view of your books.

Sales by Customer

Your best customers, quantified.

Revenue per customer over any period, see who drives the business and who's gone quiet.

Sales by Product / Service

What sells, what doesn't.

Revenue broken down by catalog item so pricing and inventory decisions rest on real numbers.

Chart of accounts

Structure every account, your way.

Build assets, liabilities, equity, income, and expenses into a clean hierarchy that mirrors your business.

Journal entries

Capture every transaction once.

Record entries that post straight through to the books, debits and credits balanced, with a full audit trail.

Pending accounting

Every event reaches the ledger, reviewed.

Business activity reported by other modules queues here as draft vouchers, approve, map, or retry until everything lands in the books.

Fiscal periods

Open, close, and lock with control.

Manage accounting periods cleanly, lock the past, work the present, and keep every period audit-ready.

Settings

Tune accounting to your rules.

Set currencies, tax codes, numbering, and posting policies so the books run exactly the way you need.

Approvals

Four eyes on every entry.

Route journal entries and postings through approval chains before they touch the ledger.

Audit Log

Every change, on the record.

A tamper-proof trail of who did what and when, from edits to approvals to period locks.

Budgets

Put numbers to the plan.

Build budgets by account and period that feed straight into Budget vs Actual reporting.

Integrity Reports

Proof the books hold together.

Automated checks that scan for unbalanced entries, gaps, and orphans, and show everything ties out.

Recurring transactions

Set it once, post it forever.

Schedule rent, subscriptions, and depreciation to post themselves on time, every period.

Year-End Close

Close the year with confidence.

A guided close, adjustments, retained earnings roll-forward, and locks, that ends the year clean.