Industries
Set up for your kind of business.
When you set up your books, pick the industry closest to yours. Its pack switches on the modules that business uses, adds the accounts it usually needs and puts its reports first, with a dashboard and a Help guide of its own. Change it later in Settings; nothing is removed.
99 packs across 20 sectors. Most packs also start with these everyday modules: customer and vendor portal, inventory and purchase orders, payroll, fixed assets, budgets, audit readiness, sales commissions, quotes and sales orders, time and projects.
Agriculture, forestry and fishing
Crop farm or orchard
Grain, vegetables, fruit, nuts, hay
Lots and serial numbersMileageCrop farmingLocations
Livestock, ranch or dairy
Cattle, hogs, poultry, dairy, horses
MileageLivestockLocations
Nursery or greenhouse
Plants, flowers, trees, sod
Sales receipts and registerLots and serial numbersPrice listsLocations
Forestry or logging
Timber tracts, logging crews, tree services
Mileage
Commercial fishing
Boats, catch sales, crew shares
Mining, quarrying, oil and gas
Quarry, sand or gravel
Aggregates, stone, hauling
Oil and gas operator or royalty owner
Small operators, working and royalty interests
Oil and gas joint interest billingOil and gas interests (owner)Company groups
Construction and trades
General contractor or builder
New builds, commercial jobs, subcontracted trades
Construction WIP and pay applicationsProject controlMileage
Remodeling or handyman
Kitchens, baths, repairs, small jobs
Construction WIP and pay applicationsProject controlMileage
Electrician
Electrical contractors and service work
Construction WIP and pay applicationsProject controlMileage
Plumbing, heating or air conditioning
Installs, service calls, maintenance agreements
Construction WIP and pay applicationsProject controlMileageRevenue recognition
Roofing or siding
Roofs, gutters, siding, insurance jobs
Construction WIP and pay applicationsProject controlMileage
Painting or drywall
Interior and exterior painting, drywall, finishing
Construction WIP and pay applicationsProject controlMileage
Concrete or masonry
Foundations, flatwork, brick and stone
Construction WIP and pay applicationsProject controlMileage
Solar or energy installer
Solar panels, batteries, EV chargers, efficiency upgrades
Construction WIP and pay applicationsProject controlMileage
Manufacturing
Food or beverage maker
Bakeries, sauces, snacks, co-packers
Warehouses and binsLots and serial numbersBuild costs and standard costsWork ordersFIFO cost layersPrice lists
Brewery, winery or distillery
Beer, wine, spirits, cider, taproom
Sales receipts and registerWarehouses and binsLots and serial numbersBuild costs and standard costsWork ordersFIFO cost layersPrice lists
Metal fabrication or machine shop
Welding, CNC, sheet metal, job shops
Warehouses and binsLots and serial numbersBuild costs and standard costsWork ordersFIFO cost layersPrice lists
Furniture, cabinets or woodworking
Cabinet shops, furniture makers, millwork
Warehouses and binsLots and serial numbersBuild costs and standard costsWork ordersFIFO cost layersPrice lists
Apparel or textiles
Clothing, printing on garments, sewing
Warehouses and binsLots and serial numbersBuild costs and standard costsWork ordersFIFO cost layersPrice lists
Craft or small-batch maker
Candles, soap, jewelry, pottery, sold online and at markets
Sales receipts and registerPrice lists
Printing or signs
Print shops, sign makers, promotional products
Warehouses and binsLots and serial numbersBuild costs and standard costsWork ordersFIFO cost layersPrice lists
Wholesale trade
Wholesale distributor
Buying in bulk and selling to businesses
Sales receipts and registerWarehouses and binsLots and serial numbersFIFO cost layersPrice listsMultiple currenciesLocations
Importer
Goods bought abroad, customs and freight
Sales receipts and registerWarehouses and binsLots and serial numbersFIFO cost layersPrice listsMultiple currenciesLocations
Food distributor
Produce, meat, dairy and dry goods to restaurants and stores
Sales receipts and registerWarehouses and binsLots and serial numbersFIFO cost layersPrice listsMultiple currenciesLocations
Retail trade
Clothing or gift boutique
Apparel, accessories, gifts, books
Sales receipts and registerPrice listsLocations
Grocery or convenience store
Groceries, corner stores, specialty food
Sales receipts and registerLots and serial numbersPrice listsLocations
Gas station
Fuel with a convenience store
Sales receipts and registerPrice listsLocations
Hardware or building supply store
Hardware, lumber, paint, garden
Sales receipts and registerPrice listsLocations
Online store or marketplace seller
Your own web shop, Amazon, Etsy, eBay
Sales receipts and registerPrice listsLocations
Used car dealer
Pre-owned vehicles, trade-ins, reconditioning
Sales receipts and registerPrice listsCar dealerLoans and treasuryLocations
Transportation and warehousing
Trucking
Owner-operators and fleets hauling freight
MileageTruckingOwner-operator settlementsLocations
Courier or delivery
Local delivery, couriers, last mile
Mileage
Moving company
Household and office moves, storage
Mileage
Freight forwarder or broker
Arranging shipments by road, air or sea
MileageMultiple currencies
Warehousing and storage
Third-party warehouses, self storage, fulfillment
Warehouses and bins3PL storage billingRevenue recognition
Information, software and media
Software or SaaS company
Subscriptions, apps, licenses
Multiple currenciesRevenue recognition
Publisher or media company
Books, magazines, newsletters, websites
Multiple currenciesRoyaltiesRevenue recognition
Video, music or photo studio
Production companies, recording studios
Multiple currenciesRoyalties
Creator, influencer or podcaster
Sponsorships, platform payouts, memberships
Revenue recognition
Finance and insurance
Insurance agency
Independent agents and brokers paid by carriers
Insurance agency
Financial adviser or planner
Fee-only and fee-based advisers, planners
MileageRevenue recognitionInvestments
Mortgage or loan broker
Brokering mortgages and business loans
Mileage
Estate or trust
Executors and trustees keeping a decedent's estate or a trust's books
InvestmentsEstate and trust books
Real estate, rental and leasing
Landlord or rental property owner
Houses, apartments, commercial units; one location per property
MileageRental propertiesLocations
Property manager
Managing rentals for owners
Mileage
Real estate agent or brokerage
Agents, teams and brokerages
Mileage
Equipment or party rental
Tools, machinery, tents, event rentals
Equipment rentalLocations
Short-term or vacation rental
Airbnb and Vrbo hosts, cabins, condos
Locations
Franchisor
Licensing your brand to franchisees: royalties, ad fund, initial fees
FranchisingLocations
Professional services
Consulting
Management, IT, HR and other consultants
Mileage
Accounting, bookkeeping or tax firm
CPAs, bookkeepers, tax preparers
MileageRevenue recognition
Law firm
Time billing for clients and matters
MileageLegal trust accounting
Architect or engineer
Design, engineering and surveying firms
Project controlMileage
Marketing or ad agency
Marketing, PR, social media, advertising
Multiple currencies
Media buying agency
Buying TV, radio, print, outdoor and digital media for clients
Multiple currenciesMedia buying
Design or creative studio
Branding, web, product and graphic design
Multiple currencies
IT services or managed services
Managed IT, support contracts, hardware resale
MileageRevenue recognition
Photographer or videographer
Weddings, portraits, events, commercial shoots
Mileage
Coach or corporate trainer
Business, life and executive coaching, workshops
MileageRevenue recognition
Veterinary clinic
Vets, animal hospitals, mobile vets
Sales receipts and registerMedical practiceLocations
Holding companies
Holding company
Owns other companies or investments
InvestmentsCompany groups
Business support and building services
Staffing agency
Temporary and contract staff billed by the hour
MileageStaffing and service routes
Cleaning or janitorial
Office, home and commercial cleaning
MileageStaffing and service routes
Landscaping or lawn care
Lawn care, landscaping, snow removal
MileageStaffing and service routes
Pest control
Residential and commercial treatment plans
MileageStaffing and service routesRevenue recognition
Security services
Guards, patrols, alarm monitoring
MileageStaffing and service routesRevenue recognition
Education and childcare
Tutoring or learning center
Tutors, test prep, music and language lessons
TuitionRevenue recognition
Childcare or preschool
Daycare centers, home daycare, preschools
TuitionRevenue recognition
Private school or training provider
For-profit schools, driving schools, trade training
TuitionRevenue recognition
Health care
Physician or medical clinic
Family practice, specialists, urgent care, clinics
Medical practiceLocations
Dental practice
General dentists, orthodontists, oral surgeons, hygiene
Medical practiceLocations
Optometry or eye care
Optometrists, eye clinics and optical shops
Sales receipts and registerMedical practiceLocations
Physical therapy or chiropractic
Physical, occupational and speech therapy, chiropractors
Medical practiceLocations
Counseling or mental health
Therapists, psychologists, counselors, group practices
Medical practiceLocations
Home health or home care
Home health agencies, in-home caregivers, hospice
MileageMedical practiceLocations
Arts, fitness and recreation
Gym or fitness studio
Gyms, yoga, pilates, martial arts, dance
Sales receipts and registerMemberships and class packsRevenue recognition
Event venue
Wedding and event venues, halls
Sales receipts and registerEvents and ticketing
Concert venue or promoter
Music venues, theaters, clubs and promoters selling tickets to shows
Sales receipts and registerEvents and ticketing
Artist or performer
Visual artists, musicians, actors, writers
Sales receipts and registerRoyalties
Recreation or attraction
Escape rooms, bowling, golf, tours, camps
Sales receipts and registerRevenue recognition
Restaurants, food and lodging
Restaurant
Full service and quick service restaurants
Sales receipts and registerLots and serial numbersRestaurantLocations
Café, bakery or coffee shop
Coffee, pastries, juice bars
Sales receipts and registerLots and serial numbersRestaurantLocations
Food truck
Mobile food, markets and events
Sales receipts and registerLots and serial numbersRestaurantLocations
Caterer
Events, corporate lunches, weddings
Sales receipts and registerLots and serial numbersRestaurantLocations
Bar or nightclub
Bars, pubs, taprooms, lounges
Sales receipts and registerLots and serial numbersRestaurantLocations
Small hotel, inn or B&B
Motels, inns, bed and breakfasts
Sales receipts and registerHotelLocations
Repair, personal and other services
Auto repair or body shop
Mechanics, body shops, tire and oil change
Sales receipts and register
Salon, barber or spa
Hair, nails, barbers, massage, day spas
Sales receipts and registerBooth rent
Laundromat or dry cleaner
Coin laundries, wash and fold, dry cleaning
Sales receipts and registerLocations
Pet grooming, boarding or daycare
Groomers, kennels, dog walkers, trainers
Sales receipts and registerRevenue recognition
Repair shop
Phones, computers, appliances, shoes, watches
Sales receipts and register
Funeral home
Funeral services and merchandise (not pre-need trusts)
Franchise owner
Running one or more franchised locations
Sales receipts and registerRoyaltiesLocations
Homeowners or condo association
HOAs and condo associations (not set up as a 501(c)(3))
Owners' association
Nonprofits
Charity or foundation
501(c)(3) public charities and private foundations
Nonprofit funds, donors and statementsInvestments
Church or religious congregation
Churches, synagogues, mosques, temples
Offering countsNonprofit funds, donors and statementsInvestments
Association, club or society
Trade associations, clubs, chambers, sports leagues
Nonprofit funds, donors and statementsInvestments
Something else
Something else
Start with everything on and turn off what you don't use
Sales receipts and registerWarehouses and binsLots and serial numbersAI bookkeepingBuild costs and standard costsWork ordersFIFO cost layersPrice listsConstruction WIP and pay applicationsProject controlMileageBudget versions and scenariosMultiple currenciesTuitionFranchisingRoyaltiesRental propertiesMemberships and class packsEmissions estimatesEquipment rentalOwners' associationBooth rentOil and gas joint interest billingOil and gas interests (owner)Allowance for credit lossesStaffing and service routesCrop farmingLivestockPeople costsRevenue recognitionBook-to-tax and deferred taxForensic tests and investigationsCost allocationsInvestmentsLoans and treasuryEstate and trust booksAudit engagementsCompany groupsCatch-up and clean-upLocations
Specialist modules
Any business can switch these on in Settings → Modules, whatever its pack. Modules tagged Plus come with the Plus plan.
Sales receipts and register
Sales paid on the spot, and the cashier's counter screen
Warehouses and binsPlus
Stock on hand per warehouse and bin, transfers between them, and reorder levels for each warehouse
Lots and serial numbersPlus
Batches with expiry dates, serial numbers, first-expiry-first picking and recall tracing
AI bookkeeping
Each day the AI suggests a category or a match for waiting bank lines; you approve them in a batch. Uses the monthly AI allowance
Build costs and standard costs
Labor and overhead charged into what you build, standard costs per product, and price and build variances
Work orders
Builds that run over days: issue parts into work in process, log labor, and complete them into finished stock
FIFO cost layers
Cost stock first in, first out instead of at average cost: sales, counts and write-downs take the oldest layers first
Price lists
Trade or customer-specific prices
Construction WIP and pay applications
Contract value and estimated cost per job, the WIP schedule (over and under billing), and pay applications in the G702/G703 layout
Project control
Cost codes, job budgets by phase and cost code, change orders split by cost code, committed costs, earned value, forecasts at completion, and revenue by percent complete or milestones
Mileage
Business trips at the IRS rate
Budget versions and scenariosPlus
Approve a budget and keep it, reforecast with actuals for the months gone, best and worst cases side by side, and what-ifs on the cash forecast
Multiple currenciesPlus
Invoices and bills in other currencies, exchange gains and losses
Legal trust accounting
Client trust (IOLTA) ledgers and three-way reconciliation
Insurance agency
Carriers and policies, carrier commission statements matched to policies, agency bill with premium trust, and producer splits
Restaurant
Recipes with plate cost and menu margins, each day's POS totals (sales, comps, tax, tips) posted in one entry, weekly prime cost, and theoretical against actual food cost from stock counts
Hotel
Each night's audit from the property management system posted in one entry (rooms, food and beverage, taxes by jurisdiction, guest and city ledgers, advance deposits), occupancy, ADR and RevPAR, departments in the hotel industry's layout, and OTA commissions checked against what was charged
Medical practice
Day sheets by provider and payer, insurance deposits and refunds matched to the bank, A/R by payer, production and collections by provider, associate pay by percent of collections, and optical stock (frames, lenses, contacts) for eye care. Totals only, no patient information
Tuition
School terms and tuition plans, families with students as sub-customers (first names only), sibling discounts, registration fees, tuition billed in installments and earned over each term, the tuition roll, agencies paying part of tuition (subsidies, vouchers) with monthly claims and short pays, attendance totals, and food program claims
Franchising
Franchised units and their franchisees, monthly sales reports billed as royalty invoices (with a minimum royalty and the brand and ad fund contribution), the ad fund held for franchisees and what it's spent on, and initial franchise fees earned from opening over the agreement
Royalties
Royalty agreements you license out or in: percent or per-unit rates in bands, minimum guarantees, advances and recoupment, reserves against returns, statements each period (imported from sales reports, sent to licensors) and what's owed each way
Rental properties
Properties and units, tenant leases that bill rent each month with their own late fee, security deposits held per tenant and settled at move-out, the rent roll, profit and loss and Schedule E by property, and CAM pools with monthly estimates and a year-end true-up
Cooperative
Members and their shares, each year's net margin allocated to members by patronage, the cash share paid and the rest retained as members' equity, redeemed by year
Memberships and class packs
Membership plans billed every month (or 3, 6 or 12), class packs and punch cards earned as they're used, freezes, check-ins, and payment links sent again when a bill isn't paid
Emissions estimates
Estimate your carbon footprint from what you spend: each expense account gets an emission factor, and a report splits the estimate by scope, category and month. Estimates only, not an assured disclosure
Media buying
Client campaigns and insertion orders to stations, networks, publishers and platforms: flights, spots or impressions, agency commission or markup, client media deposits and prepayments to media vendors, proof of performance and vendor invoices matched three ways, client billing from what ran with deposits applied, vendor rebates, Google Ads and Meta spend read for pacing and proof, and media reconciliation with month-end accruals
Equipment rental
Your rental fleet with day, week and 4-week rates, rental contracts that reserve equipment, go out and come back piece by piece, billed at the cheapest mix of rates with a damage waiver and other charges, rental deposits held until billing, an availability calendar, and utilization and revenue per piece
Owners' association
Units and their owners, regular and special assessments billed to every unit (the same amount or by each unit's percentage), an owner ledger per unit with late fees, and the reserve fund against your reserve study
Events and ticketing
Shows with ticket sales held until the event date and earned that night, refunds, admission tax, artist deals (guarantee, percentage, versus or plus), settlement sheets with show expenses and charge-backs, co-promoter splits, and a P&L for every event
Offering counts
For churches and congregations: count the plate and envelopes after each service, a second counter checks the totals on their own, then every gift is recorded and banked in one deposit
Booth rent
For salons, barbershops and spas: stylists who rent a chair, booth or suite, billed weekly or monthly, with the booth rent roll and chairs rented on the dashboard
Car dealer
Vehicles by VIN at their own cost (purchase, reconditioning, transport and fees), floor plan per vehicle on a line of credit (draw on purchase, curtailments, payoff on sale), deals with trade-ins at actual cash value, doc fees, taxes and title fees collected, lender funding and front gross per deal
Oil and gas joint interest billing
Wells with partners' working interests, monthly joint interest billing statements that bill each partner its share of well costs and overhead, partner payments and balances, and AFEs against actual costs
Oil and gas interests (owner)
Working, royalty and mineral interests in wells others operate: operators' revenue statements by well and product (gross, severance taxes, deductions, net), JIBs received as bills, reserve estimates, monthly cost depletion by units of production, and percentage depletion suggested for book-to-tax
Trucking
Loads with lanes, miles, rates and accessorials billed on invoices, trucks and drivers, profit per load, truck and mile, and fuel and miles by state for your IFTA return
Owner-operator settlements
Settle leased owner-operators for their share of delivered loads, with reimbursements, standing deductions and fuel advances taken back, posted as a bill to the driver for the 1099
3PL storage billing
Storage agreements for customers' goods in your warehouse: pallet counts, pallets received and shipped, storage per pallet-day or on the month's peak, handling fees and monthly minimums billed on draft invoices
Allowance for credit losses
Expected losses on receivables from aging buckets and your own write-off history, customers reserved on their own, and a monthly true-up entry
Staffing and service routes
Bill rate against pay rate from logged time by client, worker, recruiter and job, with workers' comp by class and an employer burden estimate, and route and contract profitability for cleaning, landscaping and other crews. Reads the books; runs no payroll
Crop farming
Crops, fields and what's planted on each in a crop year; harvests into stock by crop year and field, cost and yield per acre, government program payments and crop insurance proceeds, and Schedule F tax lines
Livestock
Classes of animals with head counts split raised and purchased (born, bought, moved, died, sold, counted), purchased breeding stock on the fixed asset register, raised breeding sales kept apart for Form 4797, and cost per head from tagged costs
People costs
Fully loaded cost per person and team from your pay runs (pay, employer taxes and benefits) and contractors' bills, headcount by month and labour as a share of revenue. Reads the books; runs no payroll
Revenue recognitionPlus
Spread annual plans and prepaid services over the months they cover
Nonprofit funds, donors and statements
Donations, pledges and acknowledgments, grants and drawdowns, funds with donor restrictions, programs, and the Statements of Activities, Financial Position and Functional Expenses
Book-to-tax and deferred tax
Differences between your books and your business return laid out as Schedule M-1, and deferred tax for C corporations
Forensic tests and investigations
Benford's law, suppliers that match your people or each other, split purchases, journal-entry testing, related parties, case files with fingerprinted evidence and fund tracing. Nothing posts
Cost allocations
Share rent, utilities and admin costs across classes, locations or sister companies each month, by percent, headcount, square feet or revenue
Investments
The business's own brokerage accounts: buys, sales by lot (first in, first out or picked), dividends and interest, realized gains, and month-end market values
Digital assets
Crypto wallets and exchange accounts beside Investments: lots and cost basis, fair value at each month end through net income, shown on their own on the balance sheet (ASU 2023-08). Needs Investments on
Loans and treasury
Loans and lines of credit with schedules and monthly interest accruals, current and long-term portions, covenants tested from the books, borrowing base certificates, and cash across accounts and companies
Estate and trust books
Principal and income kept apart on every line, beneficiaries and their distributions, fees split between income and principal, the fiduciary accounting and a Form 1041 worksheet
Audit engagements
For your outside auditor: materiality, risks, a frozen trial balance and lead schedules with sign-offs, kept in your books. Posts nothing
Company groupsPlus
Run sister companies together: one plan, a switcher grouped by company, an All companies page, intercompany amounts and consolidated reports
International
Foreign subsidiaries that keep their books in another currency (translated into USD in the consolidated reports, with a statement of comprehensive income) and IFRS-style statements
Catch-up and clean-up
For books that start behind: a month-by-month map of which statements are in, reviewed and reconciled, PDF statements read into the review list, a tax return's year-end balances in one entry, and a clean-up checklist
LocationsPlus
Branches, stores or sites on each document, with a Profit & Loss for each
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.