Double-entry bookkeeping built for teams that already run their operations in one place. Income, expenses, banking, journal, six financial reports, and Excel imports.
| Alpha Corp | +$4,500 | paid |
| AWS Infra | -$1,247 | paid |
| Payroll Mar | -$6,200 | pending |
Income, expenses, banking, journal, reports, imports, contacts, and a full chart of accounts. Connected, not scattered across tools.
Revenue, expenses, net income, burn rate. Filter by entity and period.
Record payments received and revenue streams. Categorize by account and contact.
Track every operational cost. Vendors, subscriptions, and one-time purchases.
Bank accounts, transfers between accounts, reconciliation, multi-currency.
Double-entry general journal. Auto-generated on income, expenses, and transfers.
P&L, Balance Sheet, Cash Flow, By Category, By Payee, Burn Rate. Export PDF.
Upload bank statements. Hyperlink extraction, dupe detection, smart mapping.
Clients, vendors, payees. Dynamic contact types. Linked to transactions.
Assets, liabilities, equity, revenue, expenses. Custom accounts per entity.
See revenue, expenses, net income, and daily burn rate the moment you open the app. Filter by entity and time period. Drill into any transaction.
| Date | Description | Contact | Amount | Status |
|---|---|---|---|---|
| Mar 20 | Consulting retainer | Alpha Corp | +$4,500 | paid |
| Mar 19 | AWS infrastructure | Amazon | -$1,247 | paid |
| Mar 18 | Dev team payroll | Staff | -$6,200 | paid |
| Mar 17 | Platform license Q2 | Beta Inc | +$12,000 | pending |
| Mar 15 | Office rent March | Offices | -$2,800 | overdue |
Every income, expense, and bank transfer auto-generates a balanced journal entry. Manual entries supported for adjustments, accruals, and corrections.
| Account | Debit | Credit |
|---|---|---|
| 1000 Cash | $4,500 | |
| 4000 Consulting Revenue | $4,500 |
| Account | Debit | Credit |
|---|---|---|
| 5200 Cloud & Infra | $1,247 | |
| 1000 Cash | $1,247 |
| Account | Debit | Credit |
|---|---|---|
| 1020 Savings | $10,000 | |
| 1000 Cash | $10,000 |
Every report filters by entity and date range. Export any report to PDF.
Revenue minus expenses by category
Assets, liabilities, and equity
Operating, investing, financing
Spending by account category
Totals grouped by contact
Daily, weekly, monthly spend
Upload bank statements and transaction exports. The parser handles column mapping, hyperlink extraction, and duplicate detection.
Define exactly who on your team can see financial data. Super admins control everything, managers focus on what they need.
| Module | Super Admin | Admin | Financial | Manager |
|---|---|---|---|---|
| Dashboard | ✓ | ✓ | ✓ | — |
| Income | ✓ | ✓ | ✓ | — |
| Expenses | ✓ | ✓ | ✓ | — |
| Banking | ✓ | ✓ | ✓ | — |
| Journal | ✓ | ✓ | ✓ | — |
| Reports | ✓ | ✓ | ✓ | — |
| Excel Import | ✓ | ✓ | ✓ | — |
| Contacts | ✓ | ✓ | ✓ | ✓ |
| Chart of Accounts | ✓ | ✓ | — | — |
| Purge Data | ✓ | — | — | — |
Runs on the same proven infrastructure as your operations platform. Fast, secure, and always available.
Runs on Cloudflare's edge. Fast from anywhere, no cold starts, no server management.
Your financial data lives in the same secure database as your operations. No syncing, no imports between systems.
Attach receipts, contracts, and invoices directly to any transaction. Stored securely in the cloud.
Same credentials for ops and bookkeeping. Role-based permissions control who sees financial data.
The bookkeeping module covers what most teams need out of the box. If your business requires custom reports, integrations, or workflows on top, we build those too.
The platform is live. Open it and start tracking.
Open Bookkeeping