Everything you need.
Nothing you don't.

See cash-flow visibility, financial health and attention cues, plus project, customer, and vendor summaries in one dashboard.

Organize customers, vendors, products and services, expense items, projects, engagements, and your chart of accounts.

Work with invoice drafts, posting, editing and correction, duplication, professional PDF and email delivery history, recording and tracking customer payments, credit memos, and AR aging.

Work with bill drafts, posting, editing and correction, duplication, vendor credits, recording and tracking vendor payments, and AP aging.

Record deposits, expenses, bank transfers, credit-card payments, split categorization, and posted manual journal entries.

Use Plaid sync and account mapping or CSV/XLSX import, then work through a review queue with SMART suggestions, quick and batch flows, matching, undo, and user-created rules.

Run Profit and Loss, Balance Sheet, Cash Flow, General Ledger, Trial Balance, Accounts Receivable, and Accounts Payable reports.

Choose cash or accrual basis, use comparisons and dimensions where available, open source drill-down, and create exports for deeper review.

Keep an audit trail and immutable correction history. Posted work uses void and reversal flows with retained history; physical deletion is limited to supported drafts. Archive and unarchive actions remain in history.

Complete bank reconciliation and review checks, assess close readiness, use period locking and history, and permissioned reopening when a closed period needs correction.

Keep source-document attachments with records and use review-first SMART bill and receipt intake to prepare information for your approval.

Work with owner, bookkeeper, accountant, and support roles while access remains organization-scoped.