Accounting That Goes Beyond Beyond the Basics

No matter the size or complexity of your business, get the tools and features you need to manage your finances with ease.

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Bank Feed Integration

Connect and sync multiple bank accounts to automatically import transactions and maintain up-to-date financial records. 

Auto Transaction Matching 

Automatically match imported bank transactions with recorded entries to speed up reconciliation and reduce manual errors. 

Reconciliation Reports 

Generate reconciliation summaries to track cleared and outstanding transactions and ensure accurate account balances.

Everything You Need You Need to Simplify Your Accounts

Invoicing, Billing & Estimation

Create and manage key financial transactions including estimates, invoices, sales receipts, and vendor bills to streamline both revenue and expense processes.

Loan & Liability Management

Track loans, manage lender relationships, and monitor repayment schedules to maintain clear visibility of business liabilities.

Maintain organized records of loans, lenders, and liability accounts
Monitor outstanding balances and interest obligations in one place
Track repayment schedules to support accurate financial planning

Lender Records

Maintain lender profiles by storing essential details such as name, lender type, bank information, and related documents to keep loan records organized and easily accessible.

Loan Tracking

Record and monitor loan accounts, including principal amounts, interest rates, and outstanding balances, to maintain accurate financial records and clear visibility of liabilities.

Repayment Scheduling

Set repayment schedules for loans and track upcoming due dates to ensure timely payments, avoid penalties, and support accurate financial planning.

Custom Financial Reporting

Generate financial and other essential reports and customize them to present clear insights into your business performance.

Financial Statements

Generate important financial statements like Profit & Loss and Balance Sheet or run specific reports by adjusting date ranges and filtering accounts to track financial performance.

Customization

Customize reports by adding your company logo and name, adjusting formatting and layout, and tailoring report presentations to match your business requirements.

Control & Configuration

Manage user access, personalize system settings, and ensure secure cloud backup to maintain control, flexibility, and data integrity.

Role-Based User Permissions 

Add users with specific roles and access permissions to control who has access to specific features and data in your system, ensuring data security and accountability. 

User preference & Reminders

Set reminders for invoices, payments, and checks, configure workflows and adjust financial settings according to user preferences, offering a tailored platform experience. 

Cloud Backup & Data Recovery

Your financial data is safely backed up in the cloud, providing disaster recovery and ensuring peace of mind in case of data loss or system failure.

Everything You Need You Need to Simplify Your Accounts

Invoicing, Billing & Estimation

Create and manage key financial transactions including estimates, invoices, sales receipts, and vendor bills to streamline both revenue and expense processes.