Powerful Features for Small Business Accounting
Everything you need to manage your finances, from invoicing to tax preparation. No accounting degree required.
Invoice Management
Create professional invoices in seconds. Send them via email, track payment status, and set up automated reminders for overdue invoices. Get paid faster with our streamlined invoicing system.
- Unlimited invoices
- Custom branding
- Automated payment reminders
- Multi-currency support
- Recurring invoices
- Invoice templates
Expense Tracking
Capture receipts with your phone, categorize expenses automatically, and never lose track of a business expense. Our smart categorization learns from your patterns.
- Receipt scanning
- Automatic categorization
- Mileage tracking
- Expense reports
- Multi-user expense management
- Tax-ready categorization
Financial Reports
Generate comprehensive financial reports including Profit & Loss, Balance Sheet, and Cash Flow statements. Export to PDF or CSV for your accountant.
- Profit & Loss statements
- Balance Sheet
- Cash Flow reports
- Tax reports
- Custom date ranges
- Export to PDF/CSV
Bank Reconciliation
Connect your bank accounts securely and reconcile transactions automatically. Match transactions with invoices and expenses in seconds.
- Bank account integration
- Automatic transaction matching
- Manual reconciliation tools
- Multi-account support
- Transaction categorization
- Bank feed updates
AI Accounting Assistant
Ask questions about your finances in plain English. Get instant answers about profit, expenses, taxes, and cash flow with our AI-powered assistant.
- Natural language queries
- Daily coaching tips
- Tax optimization suggestions
- Profit analysis
- Expense insights
- Cash flow predictions
Profit-First Accounting
Automatically allocate deposits into Owner's Pay, Profit, Tax, and Operating Expenses accounts. See your Owner's 5 Numbers at a glance.
- Automatic profit allocation
- Owner's 5 Numbers dashboard
- Real-time profit tracking
- Tax reserve management
- Runway calculations
- Profit-first methodology
Real-time Analytics
Monitor your business performance with beautiful charts and visualizations. Track revenue, expenses, and profit trends over time.
- Interactive charts
- Custom date ranges
- Trend analysis
- Comparative reports
- Visual dashboards
- Export capabilities
Security & Compliance
Your financial data is encrypted and backed up securely. We're SOC 2 compliant and follow industry best practices for data protection.
- Bank-level encryption
- Regular backups
- SOC 2 compliant
- GDPR compliant
- Two-factor authentication
- Audit logs
API for Developers
Build custom integrations and automate workflows with our comprehensive REST API. Access all your accounting data programmatically.
- RESTful API
- Comprehensive documentation
- Webhook support
- Rate limiting
- OAuth authentication
- SDKs available