Books
Connect the business bank or card. Each transaction comes in for you to sort.
- $0 a monthIncluded in Free Software
- For your officeand technicians
- Works on desktopand mobile
John R.Owner
Get paidBooks
Connect the accountConnect the business bank or card. Each transaction comes in for you to sort.
Step 1Connect the accountThe last 90 days come in for review.
Step 2Sort each oneMark it as job income, materials, fuel, rent, or another category.
Step 3Match the depositTie a bank deposit to the payment you already recorded.
Books
Profit, balances, and cash flowSee profit and loss, account balances, and cash flow for the month.
Uses what reached the bankProfit follows cash that has posted to the bank on a cash basis.
Save sorting rulesSave a rule so the same kind of charge sorts itself next time.
Connect the account
The last 90 days come in for review.
Sort each one
Mark it as job income, materials, fuel, rent, or another category.
Match the deposit
Tie a bank deposit to the payment you already recorded.
What you can do
Everything you need to keep work moving and your team on the same page.
Profit, balances, and cash flow
See profit and loss, account balances, and cash flow for the month.
Uses what reached the bank
Profit follows cash that has posted to the bank on a cash basis.
Save sorting rules
Save a rule so the same kind of charge sorts itself next time.
Match card payouts
Match a card payout to recorded payments so income is never counted twice.
