Bookkeeping & professional services
Books first, clients close behind.
Bookkeepers, agencies, and professional-services firms who live in the ledger. Lead with real double-entry financials, then run clients, work, and invoicing off the same system of record.
Trial balanceQ2
Assets$214,500
Liabilities$88,200
Equity$126,300
Illustrative — sample data
What you get
Built around how you actually work.
A real ledger
Chart of accounts, journal, trial balance, and statements clients actually trust — not a spreadsheet pretending to be books.
Clients + work
A client CRM and engagement tracking, so the relationship and the work live right next to the numbers.
Bill on repeat
Recurring invoicing and AR aging that keep the cash coming in without the chasing.
Everything included
One login. Your whole operation.
Chart of accounts, journal & trial balance
Balance sheet & P&L
Client CRM & engagement tracking
Recurring invoicing & AR aging
Clean statements clients trust
Multi-entity / multi-client
Role-based access
White-label under your own brand
The ledger and the client, in one system of record.
Other business types