Invoicing
Branded invoices, line-item billing, tax, payment tracking, and overdue alerts.
- Branded PDF invoices
- Line items, tax & discounts
- Payment status tracking
- Automatic overdue alerts
Designed for the Way Businesses Actually Should Operate.
A complete financial business operations toolkit, plus the IRA module that no other online accounting service offers.
Accounting Ledger
Manual or imported income and expense entries with category-level P&L reporting.
- Manual & imported entries
- Category-level P&L
- Reconcile against bank feeds
- Exportable audit trail
Chart of Accounts
Prebuilt templates for services, retail, and manufacturing — plus full control to rename, add, or remove categories.
- Prebuilt industry templates
- Rename, add, or archive
- Multi-currency ready
- Mapped to standard reports
Self-Directed IRA
Track alternative retirement assets and contribution progress alongside business books.
- Alternative asset tracking
- Contribution progress
- Custodian-friendly exports
- Integrated with your books
Custom Branding
Every workspace has its own logo, colors, and display name — invoices and the app re-theme.
- Per-workspace logo & colors
- Themed invoices & portals
- Custom display name
- Client-facing brand preview
Team & Roles
Invite teammates as owner, admin, accountant, or member with scoped access.
- Owner, admin, accountant, member
- Scoped per workspace
- Invite by email link
- Audit log of admin actions
Row-Level Security
Every record is workspace-isolated by default. Your data never bleeds across tenants.
- Workspace isolation by default
- Enforced at the database
- Signed, short-lived sessions
- Regular security scans
AI Implementation
AI-powered helpers turn receipts, statements, and questions into categorized entries, summaries, and next steps — right inside your workspace.
- Auto-categorize transactions
- Draft invoices from a prompt
- Plain-English books Q&A
- Smart suggestions with one-click apply