Enterprise-caliber accounting capabilities at a price that respects your budget. Essential features in every plan, with powerful upgrades available as you scale.
Powered by Claude from Anthropic
Seven distinct AI capabilities woven into every corner of the platform. No add-ons, no extra cost, no waiting list. Every feature below is live and included in all plans.
Machine learning auto-categorizes imported bank transactions. Learns from your corrections and adapts to your unique business patterns over time.
SHIPPING Learn more →Ask questions in everyday language. "How much did we spend on marketing?" "What was January revenue?" Instant, accurate answers from your own data.
SHIPPING Learn more →AI-generated insight cards on your dashboard surface trends, anomalies, and opportunities. Actionable recommendations delivered the moment you log in.
SHIPPING Learn more →Intelligent setup wizard recommends a chart of accounts and configuration tailored to your industry. Professional accounting structure in minutes, not hours.
SHIPPING Learn more →An eight-pass AI matching engine that auto-matches imported bank transactions with 95%+ accuracy. Works with Teller bank sync, CSV, QFX, QBO, and PDF statements.
SHIPPING Learn more →Photograph a receipt or invoice, and AI extracts vendor name, amounts, dates, and line items. Accounting entries are drafted automatically — just review and approve.
SHIPPING Learn more →One-click plain-English narratives for Income Statements, Balance Sheets, and Cash Flow reports. Export professional board-ready PDFs with AI-written analysis.
SHIPPING Learn more →Join our growing community of business owners and accounting professionals. Live changelog, feature voting, peer support, and direct access to the development team.
Join community →GAAP-compliant double-entry bookkeeping that maintains your records in audit-ready condition at all times.
Complete double-entry accounting built on GAAP standards. Each transaction is validated and balanced without manual intervention.
Learn more →Choose your reporting standard per company. Run US entities on GAAP and international entities on IFRS from one installation. 140+ countries supported.
Learn more →A ready-to-use chart of accounts included out of the box, with full flexibility to tailor it to your organizational structure.
Learn more →Pull in bank statements and align them with your records. Spot discrepancies early, before they escalate into larger issues.
Learn more →Post adjustments, accruals, and multi-line transactions while maintaining a thorough audit trail of every change.
Learn more →Automated identification of open fiscal years paired with user-driven approval. Finalize your books with complete peace of mind.
Learn more →Built on the same enterprise database relied upon by NASA, Apple, Netflix, and Goldman Sachs. Institutional-grade dependability for your financial data.
Learn more →Link your bank account for live synchronization, or bring in data via CSV, Excel, and PDF. Intelligent matching handles categorization for you.
Learn more →An AI-driven onboarding experience that builds a tailored accounting blueprint with recommended accounts and practical guidance for your business.
Learn more →Produce polished invoices and collect payments on your terms.
Assemble professional invoices in moments. Monitor status, split into payment draws, dispatch follow-ups, and accelerate collections.
Learn more →Invoice several customers simultaneously. Ideal for membership dues, association fees, and recurring group billings.
Learn more →Deliver polished estimates with optional payment schedules. Once accepted, transform into invoices with a single action. Ideal for contractors and milestone billing.
Learn more →Process credit card transactions through Stripe or PayPal. Also handle checks, cash, and ACH - adapting to however your customers prefer to pay.
Learn more →Bill in over 15 currencies with exchange rates that update automatically. Expand internationally without added complexity.
Learn more →Configure subscription-based billing cycles. Invoices are created and dispatched automatically according to your defined schedule.
Learn more →Provide customers with a self-service hub where they can review invoices, submit payments, and retrieve receipts on their own.
Learn more →Record every billable hour and operational cost with precision.
Capture billable hours using integrated timers. Transform logged time into invoices with a single action.
Learn more →Log expenses and vendor bills. Maintain a clear picture of your payables and outstanding obligations.
Learn more →Monitor stock quantities, establish reorder thresholds, and handle product costing without manual calculations.
Learn more →Store frequently used transactions as reusable templates. Rent, utilities, subscriptions - recorded in a single step.
Learn more →Stay ahead of critical deadlines. Automated reminders for tax filings, payroll processing, reconciliation periods, and beyond.
Learn more →Configure once and let it run. Scheduled company backups, periodic report creation, and automatic bank feed synchronization.
Learn more →Gain clear understanding of your financial position through up-to-the-minute reporting.
Income Statement, Balance Sheet, Cash Flow, Trial Balance - every report your accountant or CPA requires, ready on demand.
Learn more →Assess your financial health in seconds. Revenue trends, expense totals, unpaid invoices, and current cash position - all in one view.
Learn more →Construct your own reports around the KPIs that drive your business decisions. Export in Excel or PDF format.
Learn more →Cross-company financial reporting. Merged trial balances, side-by-side profit and loss comparisons, and aggregated client dashboards.
Learn more →Centralized tools for overseeing customers, vendors, and multi-entity operations.
Oversee several businesses under a single account. Launch independent windows to operate on different entities at the same time - displayed side by side.
Learn more →Maintain detailed customer profiles, payment histories, and open balance summaries. Strengthen client relationships with better visibility.
Learn more →Organize supplier records in one place. Stay on top of amounts owed, due dates, and negotiated payment terms.
Learn more →Store employee profiles, compensation rates, and departmental assignments. Payroll Connect imports from ADP, Gusto, Paychex, and any provider.
Learn more →Five distinct access levels - Admin, Manager, Accountant, Bookkeeper, Viewer - giving you precise governance over who can see and modify data.
Learn more →Work from iPhone, iPad, Android, or Chromebook. Full desktop functionality paired with mobile-friendly convenience.
Learn more →Expand across 100+ locations globally. Unified data management with localized performance. No per-seat cloud surcharges.
Learn more →Specialized capabilities designed to help you manage client engagements with speed and accuracy.
Connect to client books remotely using invitation codes. Includes adjusting entries, working trial balance, and year-end close capabilities.
Learn more →Transition from QuickBooks with minimal friction. Bring over your chart of accounts, customer list, vendor records, and transaction history.
Learn more →Generate backups whenever needed. Roll back to any saved state. Your financial data is safeguarded and always recoverable.
Learn more →An elegantly designed Chart of Accounts offering three distinct views that make daily work genuinely enjoyable. Includes inline editing, report drilldown, and dark mode.
Learn more →Connect with fellow business owners, accountants, and bookkeepers. Membership is free with your trial and never expires.
Learn more →Track contractor payments, generate 1099-NEC forms, and e-file to the IRS through TaxBandits integration.
Learn more →Finish this sentence:
"I wish my accounting software would just click here..."
We read every response. Your wish might show up in the next update!
Watch features ship in real-time through our live changelog. Vote on what gets built next. Get help from fellow users and the dev team directly.
Join Discord ServerFree to join — no subscription required
Launch your free 30-day trial. No credit card needed. Every feature unlocked from day one.