Everyday business
Connect the documents, invoices and bank movements behind your daily work.
- Source documents and sales
- Bank imports and reconciliation
- Company context and access
A planned shared view of daily business events.
Explore capabilities
Source documents and sales
Planned functions include invoice and receipt intake, retention of originals, duplicate checks and links to accounting entries. Sales includes simple outgoing invoices, numbering and linked corrections.
Bank transactions and reconciliation
We plan agreed CSV and camt.053 statement imports, matching payments to invoices, partial payments, fees and an overview of outstanding payables and receivables.
Several companies and controlled access
An owner works in their company’s context; an accounting firm needs a client portfolio view and then works within the selected legal entity. Accounting and payroll access are assigned separately.