One place for
the business
behind the numbers.

Prepare itemized proposals and sales invoices with dates, payment terms, discounts and tax lines. Open an invoice to review its items, totals and remaining balance.

Record receipts, allocate payments to outstanding invoices and review what is still due. Payment records help you follow a balance; available online payment methods depend on account configuration.

Keep sales returns and credit notes alongside the original transaction, with approval and status steps for the adjustment.

Record supplier bills with line items, invoice and due dates, payment terms and notes. Review draft and posted documents and the amounts outstanding.

Track payments to suppliers and allocate them to purchase invoices. Keep the vendor and payment history close to the bill you are settling.

Record returned purchases and review debit-note adjustments so the change remains connected to the supplier record.

Organize account codes, types and opening balances. Review journal entries and their debit and credit lines, with dedicated workflows for manual entries.

Explore the general ledger, trial balance, profit and loss, and balance sheet. Use the report dates and filters to review the period you need. Reports depend on the records and accounting setup in your workspace.

Review customer and vendor statements, outstanding-balance aging and sales or purchase reports. Use document and report print views when you need a shareable copy.

Create product and service items with SKUs, categories, units, descriptions and purchase or selling prices. Reuse catalog items in sales and purchase documents.

Organize storage locations and review stock quantities by warehouse. Follow stock records alongside the product catalog and transaction workflow.

Maintain tax rates, units and product categories for consistent document entry. You choose the applicable rates; the tool does not determine your tax obligations or file returns for you.

Maintain the bank accounts used by your business, their recorded balances and associated ledger accounts. These are workspace records; a live bank feed is not included in this tour.

Record transfers between your bank accounts, inspect transaction history and mark reviewed transactions as reconciled. Compare your records with your own bank statements.

Categorize incoming revenue and expenses with dates, references and descriptions. The overview brings those recorded totals together for a quicker review.

Define a target amount and date, organize milestones, record contributions and follow progress toward the goal.

Create budget periods and operational, capital or cash-flow budgets. Allocate planned amounts to accounts and review the monitoring view against recorded activity.

Keep agreements and retainer documents in dedicated workflows, with their dates, parties, items and statuses. A retainer record does not by itself promise automatic recurring billing.

Record equipment names, purchase dates, quantities, costs, serial references and categories. Keep the item information together as the asset moves through its useful life.

Organize asset locations and staff assignments so your workspace records who an item is assigned to and where it belongs.

Maintain service and maintenance records and use the asset depreciation workflows. Review the accounting treatment with the people responsible for your books.

Keep company names, contact information, payment terms and billing or shipping details together. Customer and vendor roles have their own account views when access is enabled.

Add users within your plan allowance and assign roles for the work they need to do. The screens and actions available to each user depend on their permissions.

Choose from the available language, layout and appearance settings. Configure your business details, currency and document preferences for the workspace.

Create and follow support tickets from your account. Review your current plan, allowances and the available upgrade options in one place.