Features
Everything a growing business needs.
Essentials covers almost everything below for $19 a month. Features tagged Plus come with Plus, $39 a month, for businesses running stock across warehouses, several locations or companies, or other currencies. Both plans have unlimited people, and you can switch off the modules you don't use to keep things simple.
Sales and getting paid
Quotes, invoices and receipts that look like your business, with reminders that chase payment for you.
- Invoices, quotes, sales orders, credit notes and sales receipts
- Six invoice layouts with your logo and colors
- Online card and ACH payments into your own Stripe accountSoon
- Recurring invoices, automatic reminders and late fees
- Progress invoicing and deposits for project work
- Retainage held and releasedPlus
- Customer portal and monthly statements sent for you
- Price lists, line discounts, credit limits and credit holds
- Sales tax rates, with combined rates split by agency
Banking that reconciles itself
Bank lines arrive, rules sort the routine ones, and matching an invoice or bill takes one click.
- Import OFX, QFX and CSV statements from any bank
- Live bank and card feedsSoon
- Bank rules and bulk review with keyboard shortcuts
- Match one bank line to several invoices or bills at once
- Reconcile with undo, deposits and Undeposited Funds
- Stripe, PayPal, Square and Shopify payout files with their fees
- Print checks, transfer between accounts
Bills, expenses and approvals
Snap a receipt on your phone, send bills for approval, and always know what you owe and when.
- Bills, bill payments, supplier credits and refunds
- Receipt capture on your phone, even offline
- AI reads the receipt and fills in the blanks; you save it
- Approvals for bills and expenses before they post
- Employee reimbursements and mileage
- Purchase orders, goods received and landed costsPlus
- 1099 contractor report
Inventory and stock
Average cost, reorder points and stock counts without a separate inventory app.
- Track quantity and value on hand with cost of goods sold
- Bundles and price lists
- Assemblies with multi-level bills of materialsPlus
- Stock by warehouse and bin, with transfers and reorder levels per warehousePlus
- Reorder list that turns into purchase ordersPlus
- Stock counts and receiving on a phone for your warehouse team
Projects and time
See what every job really earns, from the first hour logged to the final invoice.
- Projects with tasks and profitability
- Timesheets with approvals and cost rates
- Bill time, expenses and pending charges to an invoice
- Revenue recognition for plans and retainers billed aheadPlus
Reports your accountant trusts
Every report reads straight from the ledger, on cash or accrual basis, by month, quarter, class or location.
- P&L, balance sheet, cash flow, trial balance and general ledger
- Statement of owners', partners' or stockholders' equity
- Columns by period and comparisons
- Budgets and budget vs actualPlus
- Aging, collections, sales tax and 1099 reports
- Cash flow forecast from your open documents and schedules
- Saved and shared reports, emailed on a schedule
- Download CSV or print to PDF
A team, with the right keys
Invite everyone who touches the books. People are unlimited, and each sees only what their role allows.
- Owner, Accountant, Staff and Viewer roles
- Custom roles and approval routing rulesPlus
- Capture-only people for receipts, time or stock counts
- Two-step sign-in, and the option to require it for everyone
- Team notes and @mentions on invoices, bills, customers, projects and more
- Switch modules off to keep the app as simple as your business
Books that stay honest
The rules a good bookkeeper follows are built into the ledger itself.
- Every entry balances; the database refuses one that doesn't
- Posted entries can't be edited, only reversed, so the trail stays intact
- Every change is logged with who, when, and what it was before
- Lock a month or a year once it's closed
- Month-end and year-end close checklists
AI that helps, and never takes over
Ask your books a question in plain English, or let AI read a receipt and fill in the empty fields. It can only read; a person always reviews and saves. Every plan includes a monthly allowance.
Ask AI
“How much did we spend on travel this quarter?” answered from your ledger.
Receipt reading
Supplier, date, amount and tax picked out of a photo for you to check.
Move in easily
Import from QuickBooks Online, Xero or Zoho Books, plus bank statements and journals from CSV. Re-running an import never duplicates.
Connect your tools
A public REST API with webhooks, so your other systems can create invoices and hear about payments.
Your data, your way
Export your full general ledger, contacts, invoices, payments, expenses, bank lines and receipt files at any time. If you ever cancel, your books stay readable.
Your books, ready every day. From $19 a month.
Plans start at launch on January 1, 2027. Free until then, and Early Access testers get their first 2 months free plus Plus at $19 a month for 24 months. Bring your whole team; people are unlimited.