Invoicing & AR
Drafts, taxes, recurring invoices, partial payments, credit notes, refunds, customer statements, and one-click PDF or email.
Bills & AP
Track what you owe vendors, recurring bills, vendor credits and refunds - the payable side done right.
Project P&L
Tag income and costs to projects and read true profit per job, not just per month.
Time tracking
Log billable hours against projects, then turn unbilled time straight into a draft invoice.
Banking automation
Import bank CSV files, match transactions, apply reusable categorization rules, batch deposits, and reconcile against statements.
Owner workflows
A business inbox, approval queue, reminders, month-end checklist, and owner insights keep the next important action visible.
Financial reports
Core statements, management reports, saved views, comparisons, source-document links, and a downloadable accountant audit packet.
Inventory & purchasing
Items, low-stock alerts, purchase orders, receiving, stock ledger, and automatic COGS.
Guided setup
A setup checklist and optional guided hints walk users through the app without making them hunt.
Audit trail & backups
Searchable change history, source-document links, backup status, and safe restoration controls help protect the books.
Team access & security
Role-based access, two-factor authentication, signed-in device controls, and local support diagnostics protect daily work.
Payroll
Enter approved gross pay and withholding, post balanced wage, liability, and net-pay entries, and retain per-employee pay-run detail.