Everything it does, on one page

Every transaction posts as balanced debits and credits to a real general ledger, whether you ever look at it or not. Basic keeps the machinery out of sight; Pro and Firm open the whole cockpit.

• Visible general ledger, journal entries, and an editable chart of accounts
• A trial balance that ties to the cent, as of any date
• Cash or accrual, switchable per report
• Append-only, hash-chained audit trail behind every post, edit, and close

Link your accounts and transactions arrive already categorized. Bookkeeping becomes a review job: approve what's right, correct the odd one, and the correction becomes a rule that handles everything like it from then on.

• Bank feeds we pay for on Online and Connected; your own key or SimpleFIN on Desktop
• CSV and PDF statements import into the same review queue
• 150+ built-in categorization rules, plus every rule you teach it
• Nothing posts to the ledger without passing through review

Branded invoices, estimates, and sales orders, with an ageing report that tells you who's late before they tell you. Connect your own Stripe or Square and every invoice carries a pay button.

• Invoices email themselves, with the pay link in the body
• Card payments post straight into the books, fees itemized
• A/R ageing, customer records, and statements you can send
• Get Paid is included on every edition; the processor account is yours

The other side of the ledger: vendor records with terms, bills entered once and aged until paid, and the picture of what you owe next to the picture of what you're owed.

• Bills, vendor credits, and A/P ageing
• Full vendor records with terms and balance detail
• 1099 flags on vendors, tracked all year

Reconcile each account against its statement, then close the period so nothing drifts after the fact. A filed year locks, and the audit trail proves it stayed locked.

• Statement-by-statement bank reconciliation
• Period close with tamper-evident, hash-chained history
• Locked filed years your CPA can rely on

Stock items with weighted-average costing and automatic cost-of-goods-sold entries, assemblies built from a bill of materials, and an asset register that depreciates itself.

• Items, receipts, and item-level revenue, cost, and margin
• Assemblies from a bill of materials
• Straight-line, Section 179, and MACRS depreciation, posted automatically
• Disposals book proceeds and gain or loss for you

Profit and loss, balance sheet, cash flow, ageing, trial balance: cash or accrual, any period, always ties. And the P&L as a Sankey, because a picture of where every dollar went beats a column of numbers for showing it.

• Every financial statement, live as transactions arrive
• The P&L drawn as a Sankey flow, conservation-checked to the cent
• Year-over-year, vendor concentration, and dashboard KPIs

Lock the year and hand your CPA one clean package instead of a shoebox. Or export any statement, any range, in the format the person asking for it wants.

• The hand-off ZIP: statements, Schedule C worksheet, ledger, 1099 candidates, mileage log
• CSV, accountant format, and PDF exports
• Any date range: quarterly, per-client, or the whole year

Publish a clean, read-only dashboard each client signs in to see: revenue, profit, cash, expenses, A/R and trends, under your brand and with your notes. You keep the books; they get the view.

• One publishable dashboard per client
• Live numbers, never a login into your working ledger
• Your branding, your commentary

Invite your accountant, staff, or a site crew into the same live books, with five roles deciding who may post entries, who may close a period, and who may only look. Sync is end-to-end encrypted; our servers hold ciphertext.

• Owner, accountant, staff, field, and viewer roles
• The same books on every machine you own
• End-to-end encrypted sync; everyone keeps a full local copy

Track hours by client or job and pull them straight onto an invoice. No third-party timer, no spreadsheet, no export dance at the end of the month.

• Hours logged by client or job
• Time pulled directly onto invoices
• Field staff log hours from their own phones

Invoices, payment reminders, statements, and scheduled reports go out under your business name with replies coming back to you, passing SPF and DKIM instead of landing in spam.

• Included sending on Online and Connected, up to 2,000 a month
• Bring your own key on Desktop and pay us nothing
• Scheduled report runs on the calendar you set