Bookkeeping

Chart of accounts, clients, invoices, reconciliation, and reports.

Understand Your Chart of Accounts
The chart of accounts is the backbone of your books. Here's how to read and adjust it.
Add and Edit Clients
Keep client details in one place so invoices and reports stay accurate.
Create Your First Invoice
Draft a branded invoice, add line items, and send it in a few clicks.
Send an Invoice and Track Payment
Email an invoice, watch its status, and record payments as they arrive.
Import a Bank CSV and Reconcile
Upload a bank export, match transactions to invoices and expenses, and close the month.
Read Your Profit & Loss and Balance Sheet
The two reports every owner should read monthly, and what to look for.