Enterprise-caliber accounting capabilities at a price that respects your budget. Essential features in every plan, with powerful upgrades available as you scale.
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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 →Handles 5M+ transactions and 100+ concurrent users out of the box — scales to 500+ with a single config change. See the head-to-head comparison against QuickBooks, Xero, and FreshBooks.
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 →Full five-step model: multi-obligation contracts, SSP-based price allocation, contract modifications, variable consideration with constraint, invoice ↔ contract binding, and the four disclosure reports auditors expect.
Learn more →Segment your income and expenses by department, division, branch, or region. Run P&L by Class or P&L by Location reports for powerful multi-dimensional financial analysis.
Learn more →Track every business loan with auto-generated amortization schedules. Record payments that automatically split between principal and interest in your general ledger.
Learn more →Bill clients a percentage of an estimate as work progresses. Track cumulative invoiced amounts, retainage holdbacks, and remaining balances — perfect for construction and project billing.
Learn more →Generate professional account statements with aging analysis. Three statement formats, batch generation, and print-ready PDF export.
Learn more →Instantly assess each client's books quality with automated health metrics. Red, yellow, and green indicators highlight reconciliation gaps, uncategorized transactions, and overdue items.
Learn more →Enforce internal controls with a configurable approval process. Journal entries move from draft to pending approval to posted, with full audit trail and role-based permissions.
Learn more →Add your own data fields to invoices, estimates, bills, customers, vendors, and transactions. Eight field types including dropdowns, dates, and checkboxes.
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 →Multi-entity GAAP-compliant consolidation. Auto-pair intercompany invoices and bills, generate balanced elimination journal entries, and produce three-column rolled-up | eliminations | consolidated statements.
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 and connect to Gusto, ADP, Patriot, OnPay, Paychex, Square, Rippling, or any payroll provider — then import journal entries with a single click.
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.
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