How it works
A clearer business.
Simpler books.
See the bigger picture, keep your books organized and move through the day with a clearer next step.
01 / Bring your records
Your statements.
Your starting point.
Upload PDF bank and card statements. Bring in QuickBooks reports if you are switching. Forward receipts and bills to your business’s own address.
- Every statement line read and booked
- Totals checked against the statement
- A “What we need” list for missing records
Start with your statements.
OctoberIllustrative product view · Example data, not client records.
02 / Make sense of it
Big picture first.
Details when you need them.
Choose the dashboard tab that suits your business. Use the Map to explore where money went, then see the transactions behind each total.
- Map, Overview and daily work views
- Account-by-account reconciliation
- Reports and an accountant pack
The whole picture.
OctoberIllustrative product view · Example data, not client records.
03 / Keep it going
Books that stay part
of your working day.
Send invoices. Track bills. Follow card deposits. Give the right people access and keep questions and reminders together.
- Customer and payee portals without a login
- People, permissions and reminders
- Choose Premium when you want staff help
Good work. Get it paid.
October| Customer | Invoice | Amount | Status |
|---|---|---|---|
| Harbor Studio | INV-1042 | $2,400 | Overdue |
| Oak & Field | INV-1043 | $6,800 | Sent |
| Northline Co. | INV-1044 | $3,400 | Sent |
Illustrative product view · Example data, not client records.