Everything you need to run your books
Professional accounting features designed for freelancers and small businesses. Start simple, grow into full double-entry when you're ready.
Core Accounting
Double-Entry Bookkeeping
Professional-grade accounting with proper debits and credits. Every transaction is balanced and traceable.
Chart of Accounts
Start with a standard chart or customize to match your business. Supports assets, liabilities, equity, income, and expenses.
General Ledger
Complete transaction history with filtering, search, and drill-down capabilities.
Journal Entries
Create manual journal entries for adjustments, corrections, and complex transactions.
Money In
Professional Invoicing
Create clean, professional invoices. Track status, record payments, and export to PDF.
Customer Management
Store customer details, view transaction history, and track outstanding balances.
Income Tracking
Record sales, services, and other income with proper categorization.
Payment Tracking
Track outstanding balances and record payments as they come in.
Money Out
Expense Tracking
Record and categorize expenses. Attach receipts and notes for documentation.
Bill Management
Track bills from vendors with due dates, payment status, and aging.
Vendor Management
Maintain vendor records, track payments, and prepare for 1099 reporting.
1099 Contractor Tracking
Flag contractor payments and generate 1099 reports at year end.
Banking
Bank Import
Import bank and credit card statements in OFX, QFX, and QBO formats.
Bank Reconciliation
Match imported transactions to your records. Catch discrepancies before they become problems.
Multiple Accounts
Track checking, savings, credit cards, and other financial accounts in one place.
Transaction Matching
Smart matching suggestions speed up reconciliation.
Reports
Profit & Loss
See your income and expenses over any time period. Compare periods to spot trends.
Balance Sheet
View your assets, liabilities, and equity at any point in time.
General Ledger Report
Complete transaction listing with filtering and drill-down for any date range.
Accounts Receivable Aging
Track outstanding invoices and follow up on overdue payments.
Migration & Import
QuickBooks Desktop Import
Import your chart of accounts, customers, vendors, and transaction history from QuickBooks Desktop.
QuickBooks Online Import
Migrate from QBO with account mapping and transaction history.
Bank Statement Import
Import bank transactions from OFX, QFX, and QBO files.
Data Export
Export your data anytime. Your books are never locked in.