Accounting Software That Actually Connects to Your Business
Chart of accounts, invoicing, expense tracking, financial reports, commission management, and inventory — all integrated with your CRM, projects, and time tracking. No more exporting CSVs to QuickBooks.
Replaces
One platform instead of paying for all of these
Everything You Need in Finance & Accounting
A complete solution with every feature you'd expect — and several you wouldn't.
Chart of Accounts
Customizable account structure with multi-currency support, categories, reconciliation, and fiscal year management.
Professional Invoicing
Create and send professional invoices with recurring setup, payment tracking, late reminders, and client payment portal.
Expense Tracking
Receipt capture, expense categorization, mileage tracking, vendor management, and budget vs actual analysis.
Financial Reports
Profit & Loss, Balance Sheet, Cash Flow statements, budget reports, and custom financial reports with Excel/PDF export.
Commission Management
Automated commission calculations, split commissions, per-agent reports, payment tracking, and tiered commission rules.
Sales & Purchasing
Sales orders, purchase orders, procurement workflows, vendor billing, approval chains, and order-to-invoice conversion.
Inventory Management
Stock tracking with real-time levels, reorder alerts, warehouse management, FIFO/LIFO valuation, and barcode/SKU support.
Equity Management
Cap table management, vesting schedules, stakeholder reporting, equity round tracking, and dilution modeling.
Connected to Your Revenue
Invoices generated from time tracking. Commissions calculated from closed deals. Expenses tied to projects. Your financials are always up-to-date because they're connected to where the money actually flows.
- Time tracking flows to invoice generation
- CRM deal closings trigger commission calculations
- Project expenses linked to budget tracking
- Payment portal integrated with client portals
Connected to Your Revenue
Time tracking flows to invoice generation
Real Financial Reports
Not just dashboards — real P&L statements, balance sheets, and cash flow reports that your accountant will recognize. Export to Excel or PDF for tax season.
- Standard financial statements (P&L, BS, CF)
- Custom report builder for specific needs
- Budget vs actual comparison
- Multi-currency support for international business
Real Financial Reports
Standard financial statements (P&L, BS, CF)
Inventory + E-Commerce Ready
Track stock across multiple warehouses, set reorder points, manage SKUs, and handle sales orders — all tied to your invoicing and financial reporting.
- Real-time stock level tracking
- Reorder points with auto-alerts
- Multi-warehouse and location management
- FIFO and LIFO valuation methods
Inventory + E-Commerce Ready
Real-time stock level tracking
Stop Exporting CSVs to QuickBooks
Your accounting, invoicing, and financial reporting — connected to your CRM, projects, and time tracking. One platform, one source of truth.