Features Overview
Everything You Need to Stay in
Control of Your Books
Invoicing & Income
Tracking
- Create professional invoices in minutes
- Track sent, viewed, and paid invoices
- Record deposits & partial payments
- Keep customer history & note
Expense & Receipt
Management
- Record expenses on desktop or mobile
- Attach digital receipts
- Categorize for reporting & tax prep
- Optional project & client tagging
Financial Reports
& Dashboards
- Profit & Loss
- Balance Sheet
- Cash Flow Overview
- Sales by customer, product, or service
Security & Data
Protection
- Encrypted data transfer & storage
- Regular automated backups
- Secure document storage
Cloud-Based
Convenience
- Access from anywhere
- No software installation
- Automatic updates
