Platform features

One platform for finances and operations

Choose the modules your company needs and manage work with consistent records and controlled access.

Accounting

Maintain reliable books and understand company performance from daily entries through financial statements.

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Invoicing & Payments

Create customer invoices, record collections, and monitor outstanding balances.

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Expense Management

Record, categorize, budget, and automate recurring business expenses.

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Projects & Tasks

Coordinate projects, departments, assignments, and work progress.

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Debt Collection

Track receivables and organize follow-up activity around unpaid customer balances.

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Financial Reporting

Turn accounting records into useful financial statements and account reports.

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AI Smart Parsing

Convert plain-language descriptions into structured accounting suggestions for user review.

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Bank Statement Import & Matching

Import CSV or XLSX bank statements and compare every row with your existing accounts.

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AI Receipt & PDF Extraction

Capture a receipt photo or upload an image or PDF and turn it into reviewable expense details.

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Easy Bookkeeping for Non-Accountants

Record everyday business activity using plain-language forms instead of debit and credit terminology.

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Duplicate Protection & Safe Undo

Reduce double entries and correct mistakes without deleting posted accounting history.

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Remembered Rules & Quick Entries

Save time on recurring business activity with familiar account suggestions and guided shortcuts.

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Business Reports & Month-End Health

Understand profit, cash, debts, receivables, and bookkeeping issues from clear business-focused screens.

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Branches & Permissions

Organize branch activity and control access for every company user.

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