Features

Explore the daily workflows your finance team can run with confidence.

See how Sales, Expenses, Accounting, Reports, and Settings work together so your team can move from setup to documents, approvals, posting, and close with less rework.

Sales

Sell, invoice, and collect from one customer workflow.

Manage customer records, estimates, invoices, and payment tracking in one place so every customer-facing document stays connected from quote to collection.

Includes

Estimates

Prepare quotes, review status, and convert approved work into invoices without rebuilding the document.

  • Draft, submit, approve, and reject estimates
  • Convert accepted estimates to invoices
  • Keep customer and line-item context attached

Invoices

Issue branded invoices with consistent item, tax, and customer details across the billing flow.

  • Create and review invoice drafts
  • Track invoice status and approval readiness
  • Use clean print views for customer documents

Pro forma invoices

Share formal preview documents from approved estimate data when customers need confirmation before final invoicing.

  • Generate pro forma print views from estimates
  • Keep formal previews separate from final invoices
  • Support customer procurement and approval steps

Customers and payments

Maintain customer profiles and payment entries so receivables stay visible after the invoice is sent.

  • Customer profiles with document history
  • Payment entries tied to sales activity
  • Cleaner visibility into collection progress

Expenses

Manage vendors, purchase orders, bills, and claims.

Use Expenses to control spend before it reaches the books. Vendor work, purchase orders, bills, and employee claims stay reviewable in one operating view.

Includes

Vendors

Keep vendor records organized so purchase orders, bills, and payment follow-ups do not live in separate places.

  • Vendor profiles for purchase and bill activity
  • Reusable vendor details across spend documents
  • Clearer history for payable conversations

Purchase orders

Create purchase orders before bills arrive, giving teams a cleaner way to compare planned spend with actual payables.

  • Track PO details before billing
  • Review vendor work and approval state
  • Connect spend planning to payable entry

Bills and payment entries

Record bills, expense entries, and payment readiness with the approval context finance teams need before cash moves.

  • Bills, payment entries, and expense claims
  • Approval-ready payable records
  • Spend visibility before posting and payment

Accounting

Keep account structure and transaction history clear.

Use Accounting for chart of accounts and transaction review. It gives finance teams the structure behind documents, balances, journals, and reports.

Includes

Chart of accounts

Start from a predefined chart of accounts, then review the accounts that organize assets, liabilities, equity, income, and expenses.

  • Account structure for accounting activity
  • Opening balance review by account
  • System accounts protected where needed

Transactions

See accounting activity in one place so teams can understand how operational records affect the books.

  • Transaction visibility across posted activity
  • Trace records back to source workflows
  • Support cleaner review before reporting

Journal entries

Use controlled journal entry workflows for accounting adjustments, close work, and corrections that need review.

  • Journal entry access from settings
  • Prior-period adjustment support
  • Review path before ledger impact

Reports

Understand performance with reports tied to real records.

Use Reports to review sales, expenses, accounting movement, and close readiness from the same system your team works in every day.

Includes

Reports library

Review sales registers, purchase registers, ledgers, statements, and operating reports without rebuilding the same numbers manually.

  • Sales, expense, and accounting report access
  • Library-style report navigation
  • Cleaner paths for repeated review

Ledger visibility

Connect reporting back to chart of accounts, transactions, and journals so numbers have a review path.

  • Review accounting movement
  • Compare documents with ledger activity
  • Reduce disconnected spreadsheet checks

Close readiness

Use reporting views alongside year-end close and adjustments so finance teams know what needs attention.

  • Support month-end and year-end review
  • Spot records that need follow-up
  • Keep close work connected to reports

Settings and controls

Configure the workspace around your accounting process.

Use Settings to manage business profile, items, templates, balances, close work, users, approvals, security, and plan controls.

Includes

Business setup

Set up the business profile, billing plan, items, and reusable note templates that standardize daily work.

  • Business profile and billing plan
  • Items for estimates, invoices, and bills
  • Terms and note templates for estimates, invoices, purchase orders, and pro forma documents

Balances and close

Move starting balances into the system and manage close workflows with controlled year-end behavior.

  • Opening balances by account
  • Year-end close and reopen controls
  • Journal entries for approved adjustments

Team and approvals

Control who can access the workspace and how records move through review before they become final.

  • Team users and role-based access
  • Approval flow setup
  • Security settings for workspace control

Support inbox

Keep support conversations in the product so requests, replies, and status updates remain easy to follow.

  • New request and inbox tabs
  • Unread reply indicators
  • Threaded support conversations

Why it holds together

Review the path before numbers reach the books.

Catalog setup, posting rules, support, and close actions stay tied to the work they affect. Teams can trace the operational decision before it changes the ledger.

Trace every step

Follow setup, entry, review, and close actions from the same record trail.

Full history

Review before posting

Check approvals, limits, and audit trail before accounting numbers change.

Ready to post

Ready to map it?

Start with the workflows your team needs now.

Pick the right plan, activate the first workflows, and expand as your accounting process gets deeper.

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