Everything you need to run your books
Professional accounting features designed for freelancers and small businesses. Start simple, grow into full double-entry when you're ready.
Core Accounting
Double-Entry Bookkeeping
Professional-grade accounting with proper debits and credits. Every transaction is balanced and traceable.
Chart of Accounts
Start with a standard chart or customize to match your business. Supports assets, liabilities, equity, income, and expenses.
Journal Entries
Create manual journal entries for adjustments, corrections, and complex transactions.
Cash & Accrual Accounting
Choose between cash and accrual methods. Cash mode adjusts P&L timing and hides receivables and payables on the Balance Sheet.
Estimates & Quotes
Create Estimates
Professional proposals with line items, tax rates, expiry dates, and auto-numbering (EST-0001, EST-0002, etc.).
Convert to Invoice
One click turns an accepted estimate into a real invoice with proper accounting entries. No re-typing.
Estimate PDFs
Generate professional estimate PDFs. Email directly from the app, or export to print. Shows "Prepared For" and "Valid Until" details.
Status Tracking
Track each estimate through Draft, Sent, Accepted, Declined, and Converted. Expired estimates flagged automatically.
Credit Memos
Customer Credit Memos
Issue credits for returns, billing errors, or discounts. Apply to open invoices or issue a cash refund.
Vendor Credits
Track credits from vendors and apply them to outstanding bills or receive a refund.
Auto-Apply Oldest First
One click allocates a credit across multiple invoices or bills, starting with the oldest.
Unapply Credits
Remove a credit application without voiding the whole credit memo. Fix mistakes cleanly.
Email Invoices
Send from Your Email
Email invoices, estimates, and credit memos from your own email account. Supports Outlook, Gmail, iCloud, and other providers.
Customizable Templates
Edit email subject and body before sending. Merge fields auto-fill customer name, amount due, and due date.
Undo Send
Cancel an email within seconds of sending. Configurable delay gives you time to catch mistakes.
Email Activity Log
See when each invoice was emailed and to whom. Resend with one click if needed.
Money In
Professional Invoicing
Create clean, professional invoices. Track status, record payments, and export to PDF.
Customer Management
Store customer details, view transaction history, and track outstanding balances.
Income Tracking
Record sales, services, and other income with proper categorization.
Payment Tracking
Track outstanding balances and record payments as they come in.
Money Out
Expense Tracking
Record and categorize expenses. Attach receipts and notes for documentation.
Bill Management
Track bills from vendors with due dates, payment status, and aging.
Vendor Management
Maintain vendor records, track payments, and prepare for 1099 reporting.
1099 Contractor Tracking
Flag contractor payments and generate 1099 reports at year end.
Banking
Bank Import
Import bank and credit card statements in OFX, QFX, and QBO formats.
Bank Reconciliation
Match imported transactions to your records. Catch discrepancies before they become problems.
Multiple Accounts
Track checking, savings, credit cards, and other financial accounts in one place.
Transaction Matching
Smart matching suggestions speed up reconciliation.
Split Transactions
Split bank transactions across multiple accounts and categories directly from the register.
Reports
Profit & Loss
See your income and expenses over any time period. Compare periods to spot trends.
Balance Sheet
View your assets, liabilities, and equity at any point in time.
Cash Flow Statement
Track where cash came from and where it went. Operating, investing, and financing activities using the indirect method.
Trial Balance
Verify your books balance with a summary of all account debits and credits.
General Ledger Report
Complete transaction listing with filtering and drill-down for any date range.
Journal Report
Chronological record of every journal entry for any date range.
AR & AP Aging
Track outstanding invoices and unpaid bills by aging period.
Customer Statements
Generate unpaid balance or full activity statements for any customer.
Schedule C Tax Report
Map income and expenses to IRS Schedule C lines for sole proprietor tax filing.
1099 Contractor Summary
Total payments to each 1099 contractor for year-end tax reporting.
Migration & Import
QuickBooks Desktop Import
Import your chart of accounts, customers, vendors, and transaction history from QuickBooks Desktop.
QuickBooks Online Import
Migrate from QBO with account mapping and transaction history.
Bank Statement Import
Import bank transactions from OFX, QFX, and QBO files.
Data Export
Export your data anytime. Your books are never locked in.
7-day trial · No credit card required