Daily bookkeeping. A clear accounting record.

Review bank activity before it reaches the books

Import bank transactions, review their categories and reconcile recorded activity against a statement. When AI suggestions are used, they are drafts for a person to review and approve.

Keep invoices connected to customer balances

Create invoices and record customer payments in the same workspace. Use receivables aging to see outstanding customer balances and how long they have been due.

Keep the original transaction and its correction

A posted journal entry cannot be edited or deleted. Correct it with a reversal, or move a line to the right account with a separate reclassification entry. The original and the correction remain in the record.

Read reports built from your books

Income statements, balance sheets, trial balances and cash flow reports use the accounting records. Open account detail to understand which postings explain a reported figure.

Check printing and design included

Print checks on blank security check stock or on preprinted stock, with no separate check-printing software and no per-check fee. Design your own check: six ready-made looks, border and background choices, your logo, one or two signature lines, a "two signatures required over" limit and a "void after" notice, with a live preview as you work. The bank line (MICR) prints with the included open-licence font, or with your own. Voucher, standard and wallet layouts, a print queue, whole-page alignment and field-by-field nudging in sixteenth-inch steps. You supply the printer and stock, and you confirm the first printed check with your bank before paying anyone with one. Print-and-mail services are not included.

Work with your accountant

On every plan, Free included, accounting firms can work across the client books they have been granted access to, and a client can remove that access at any time. Company permissions and period locks help keep review work controlled.

Find any transaction

Search by words, dates, account, contact or amount, then save the search to run it again. Open an entry to see its lines, who it was for, any correction and where it came from, and copy a link to it that only people with access to the books can open.

Keep the paperwork with the record

Upload receipts and bills, attach them to transactions, and see which purchases still need one. Removing an attachment asks for a reason, which stays on the record. When an auditor or lender asks, bundle the transactions in question and their documents into one evidence package. Packages have size limits, and reading receipts automatically depends on an outside service.

Stock that moves with the books

Order, receive, pick, pack, dispatch, take returns and count stock across sites and bins, with lots and serials where you need them. Receiving an order creates the supplier bill, and dispatching a sale creates the customer invoice, so stock and money move together. Receiving goods before the bill, shipping before invoicing, posting landed costs and a warehouse-only role are not available yet.

Make the workspace yours

Add your company logo, choose a colour palette, and work in light or dark. This changes how your workspace looks; it is not a separate branded website, domain or mobile app.

Common questions