ACCOUNTING SYSTEM

Features:

Track income & expenses

• See how your business is doing in real-time on your dashboard.
• Connect your bank accounts to categorize your expenses.
• Sort your income and expenses into fully-customizable categories.
• Connect to the e-commerce tools you love including Shopify*

Send custom invoices & quotes

• Send professional-looking quotes, estimates and invoices.
• Track invoices to keep track of who's paid and who hasn't.
• Send personalized automated reminders to late-paying customers.
• Send invoices via WhatsApp to reach your customers anywhere.

Track VAT

• Keep track of VAT coming in and going out.
• Know what you owe with real-time calculations for your VAT-related transactions.
• Easily organize income and expenses into tax categories to maximize deductions.
• Generate tax reports to share with your accountant or lodge at tax time.

Insights & reports

• Make better decisions with powerful insights
• Run and export reports including profit & loss, expenses, and balance sheets.
• Unlock key insights about your business with customizable reports and dashboards.
• Share a professional-looking summary of your finances with your business partners.

Capture & organise receipts

• Use your phone to take photos of and save receipts.
• See the info automatically matched to bank transactions in minutes.
• Stay organized and ready for tax season with everything in one place.

Progress invoicing

• Projects take time but getting paid doesn't have to
• Divide project estimates into multiple invoices based on milestones or stages.
• Use full, partial, or custom amounts to invoice clients as you go and track progress automatically.
• Each incremental invoice shows customers exactly what’s been paid and the remaining balance.

Manage bills & payments

• Track bill status, record payments, and create recurring payments.
• Pay multiple bills at the same time.

Track employee time

• Keep your staff organized with easy-to-use timesheets management.
• Track billable hours by client or employee and automatically add them to invoices.
• Enter hours yourself or give employees protected access to enter their own time.

Multi-currency

• The world is yours for the taking. Buy and sell in over 145 currencies.
• Send invoices in different currencies and assign currencies to different customers.
• Record transactions and adjust reports in multiple currencies.
• Currency exchange rates update automatically.

Recurring transactions and bills

• Do you have customers that you invoice regularly?
• Automate your invoices to save time and ensure accuracy.
• Track the status of all your bills and set up recurring payments.

Track inventory

• Stay stocked for success
• Track products and cost of goods, and receive notifications when inventory is low.
• See what's popular, create purchase orders, and manage suppliers.
• Import from Excel, or sync with Amazon, Shopify, Etsy, and more.*

Track project profitability

• See how much you're making on every individual project
• Track expenses, invoices, payments and bills by project or location.
• See the full scope of a project or location by tracking non-billable time.

Manage budgets

• Create a budget from scratch or use information from a previous year.
• Track and view budget progress in dollars and percentages.
• Run valuable budgeting reports.

For five users, plus your accountant

• Invite your accountant to access your books for seamless collaboration.
• Protect sensitive data with user-access levels and share reports without sharing a login.